Processes / Form and Workflow
Learn more on form fields and use of plugins here
*New* Our dashboard has been redesigned for you to view all process controls at a glance. Here're some things to note: 1) Name -- Click on the icon...
Thu, 16 Sep, 2021 at 3:27 PM
There are lots of templates that we created, so that you are able to use them instantly or customise them to your needs. 1. Select any of the Templa...
Mon, 13 Sep, 2021 at 4:01 PM
Plug-ins are the key features in our workflow builder to help you automate your tasks. Here's a list of plug-ins that are currently available in Forma....
Tue, 14 Sep, 2021 at 5:07 PM
Step 1: Set up a new form Go to Processes Click “Create New” A new form will open Step 2: Update Process Details Key ...
Tue, 14 Sep, 2021 at 4:24 PM
Step 1: Set up a new form Go to Processes Under Current Processes - Click “Create New” A new form will open Step 2: Update Process ...
Wed, 15 Sep, 2021 at 10:31 AM
You can use notifications to send a notice, reminder or confirmation emails to different stakeholders on a matter. Here's how: 1. Double-click ...
Mon, 13 Sep, 2021 at 4:28 PM
You can use the approval plug-in to: Notify an approver to review a request Allow approvers to approve/reject a request immediately Notify em...
Mon, 13 Sep, 2021 at 4:35 PM
The calendar invite plug-in allows you to send calendar invite emails to relevant stakeholders. Recipients will be informed of the date, time and v...
Mon, 13 Sep, 2021 at 5:40 PM
The PDF Generator plug-in helps employees to send e-documents across email within Forma itself. With Forma's placeholder functions, creating ju...
Tue, 14 Sep, 2021 at 3:53 PM
Conditions are if-this-then-that rules determining which path a workflow should take. Often, workflows with conditions will come with multiple pathways. ...
Tue, 14 Sep, 2021 at 3:55 PM