Processes / Form and Workflow
Learn more on form fields and use of plugins here
Similar to Conditions, User Conditions are also if-this-then-that rules determining which path a workflow should take. However, the rules here are ...
Tue, 14 Sep, 2021 at 5:06 PM
Whenever users submit a form, the Add Database plug-in allows you to record their responses into a database automatically. You can choose to record...
Tue, 14 Sep, 2021 at 4:02 PM
The Update Database plug-in involves transferring new form responses to an existing database. This usually results in the replacement of old data in the da...
Thu, 16 Sep, 2021 at 3:36 PM
Currently, Forma's approval Plug-in caters to a 2-level approval process. You can read more on how to use the Approval plug-in, customise approval emai...
Thu, 16 Sep, 2021 at 3:32 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 in the ...
Tue, 14 Sep, 2021 at 5:25 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 in the p...
Wed, 15 Sep, 2021 at 10:32 AM
Scenario: You would like to have different customer enquiry tickets to be sent to different department. For example, Enquiry ticket relating to Customer Se...
Wed, 15 Sep, 2021 at 11:52 AM
Example: An employee submit a leave application, there will be 2 different people to approve the employee leave application Step 1: Set up a new fo...
Wed, 15 Sep, 2021 at 12:04 PM
Scenario: To send notification after one day Step 1: Set up a new form Go to Processes Click “Create New” A new form will open ...
Wed, 15 Sep, 2021 at 12:05 PM
Scenario: To compile all employees claims amount to one database Step 1: Create a database for all employees Refer to the link on “How to create...
Thu, 16 Sep, 2021 at 3:39 PM