The Triumvirate of Perfect Form & Workflow Development

Form development

Creation, deployment, and reporting are the three pillars supporting excellent form and workflow development.

When you build a custom form or workflow, you want to get it just right. Doing requires three key components:

  • creating the form or workflow
  • deploying it
  • reporting on it.

Naturally, each of these key steps is made up of many more sub-steps, but beginning with a high-level “create-deploy-report” approach helps ensure you start out right and cover all the bases.

Both form development and workflow development depend on excellent planning so that the end result of efficient operation will be realized. Begin your form or workflow development process with a good plan and you’ll spend less time tweaking it later. Here’s how.

Step One: Create

With form development, the creation step involves defining what should go on the form and in what sequence. You can start with a simple list of the fields you want your form to contain. Once a draft of the form is created, you can test it under conditions the end-users are likeliest to experience. You may find that you’ve omitted an important field from your form, the field sequence is not optimal, or that your form isn’t as user-friendly as you would like.

Creating workflows is similar, except it may involve multiple forms which are connected through a series of steps. Start with a list of discrete steps, create a draft workflow, then test it thoroughly to see if there are any places where things can go wrong. You need to correct problems and weak points before your workflow goes live.

Step Two: Deploy

When you have the right form development software, deploying the form you have created should be as easy as clicking on “Publish.” Before your form goes live for all users, however, it may be wise to have a selection of beta testers to try out the form. Find out what happens when they type the wrong type of data into a field (e.g., if they type a name into a numerical field). Learn where the weaknesses lie so you can modify your form prior to complete implementation.

The same is true when deploying workflows. Test them under a variety of conditions before making them available to all users. If workflows will be used on mobile devices, test them on phones and tablets to see how they look and if they cause any device issues.

Step Three: Report

Form development

Does your form and workflow development software provide easy reporting? It should.

Whether in form development or workflow development, reporting is the key to continuous improvement. The right software will make it easy for you to generate reports that not only provide valuable information (such as how many widgets were sold online last quarter) but also can point to problems with a form or workflow.

Continuous Improvement Should Be Your Goal

Careful development results in forms that fulfill your needs for a long time to come, but you shouldn’t expect a form to remain static and without revision forever.

If, for instance, your form automatically calculates sales tax, and a sales tax law changes resulting in the necessity of a new calculation, you will need to update your form. Likewise, if a new step is required in a workflow because of a new regulation, for instance, you will need to make modifications so that your flow will be correct and current. 

With PerfectForms, outstanding form development and workflow development are at your fingertips. The friendly user interface makes it easy to drag and drop form or workflow elements into place, and it’s easy to test forms and workflows thoroughly before deploying them to users. PerfectForms is mobile-friendly, so traveling employees or field technicians will have the forms and workflows they need at all times, wherever they go.

You can test drive PerfectForms for free by signing up for a trial. If better forms and workflows are in your future plans, PerfectForms is there to help you make them a reality.

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