Process form overview

What is a process form?

A process form is a type of workflow that ensures a strict sequential set of steps performed on form data. An admin or member of your application can set up a form to carry data, and then make a predefined path for it to follow. The system automatically routes the requests through the various steps until the item is complete. Processes are a great fit in places where you would want strict control and efficiency.


Common process examples

  • Vacation request
  • Purchase request
  • Employee onboarding
  • Budget approval request
  • Visitor pass request
  • Vendor enrolment

In the leave request process, users can fill out a form to apply for personal and sick leave. Once the form is submitted, it is sent for approval to a manager, sent to HR and/or payroll for processing.  

When a process is the best flow

Processes are ideal when you have to streamline a sequence of steps, performed by people to achieve an objective and they can be modified at any time. It best suits when you want to automate repeatable unstructured tasks in your organization. The form, its fields, and the workflow need to be well defined. Every time the form is initiated, it needs to go through the predefined steps to the associated person for approval.

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