Before diving in to build your first form or workflow application, we suggest you take some time to understand the exact steps of your current process, who is involved, where the problems exist and what data you need to collect. We have a great tutorial and video that step you through the planning process. Identifying your objectives up front ensures you end up with a solution that meets your requirements, minimizes revisions and increases user acceptance. With a clear plan in place, our intuitive form and workflow designer tools will have you creating powerful apps amazingly fast.
Covers the basic steps of process planning that you should perform before you get started building your application.
Learn how to design, layout, and add unique form objects that enable data collection and decision making.
Demonstrates how to add intelligence to your forms and trigger behaviors, such as calculations, mandatory field checks, question/page skipping, and other conditional actions.
Covers how to build a workflow by logical stages, add and map roles, and establish conditions to drive the workflow process.
"We were able to replace a very manual process of sending, receiving and consolidating spreadsheets with an efficient, easy-to-use automated system."