Process overview
What is a process?
A process is a type of workflow that follows a strict, sequential set of steps performed on form data.
An admin or member of your application can set up a form to capture data.
A predefined path is then created for the form to follow.
The system automatically routes requests through each step until completion.
Processes are especially useful when you need strict control and efficiency.
Common process examples
- Vacation request
- Purchase request
- Employee onboarding
- Budget approval request
- Visitor pass request
- Vendor enrolment
Example: Leave Request process
In a leave request process, users fill out a form to apply for personal or sick leave. Once submitted:
The request goes to the manager for approval.
After approval, it is sent to HR and/or payroll for processing.
When to use a process?
Use a process when you need to:
Streamline a sequence of steps performed by people to achieve an objective.
Automate repeatable, structured tasks in your organization.
Ensure that the form, its fields, and the workflow are clearly defined.
Each time the form is initiated, it must follow the predefined path and move to the assigned person for approval.