Use Forms with workflows

Add forms to a workflow so employees complete them in the right step.

Forms work well inside workflows.

This makes sure employees complete the right form at the right step in the process.

Why combine Forms and workflows

This setup helps when you want to:

• enforce a fixed work sequence
• reduce missed information
• keep the process consistent across the team

1

Open the workflow

Go to the workflow you want to edit.

2

Add a form step

Add the workflow step type that uses a form.

3

Select the form

Choose the form that should be completed in that step.

4

Save the workflow

Save the workflow.

5

Test the flow in the app

Open a work order that uses the workflow.

Check that the form appears at the right moment.

FAQ

Why use a form in a workflow instead of only linking it to a work order?

A workflow makes the form part of a fixed sequence.

Can I add more than one form step to a workflow?

Yes.

That depends on how your workflow is designed.

Should I test the workflow in the app?

Yes.

Always test the full employee flow before rollout.

Related topics

• Link forms to work orders
• Workflows
• Workflow step types