Quick Reference Guide

WORKFLOW ACTIONS: OPEN A FORM

With the OPEN A FORM action, you can seamlessly integrate data collection into your workflows, making it easier than ever for your team to capture key information on demand. Whether you need to collect customer feedback, submit service agreements, or gather leads, this action ensures that the right form is always just a click away. It’s all about making your processes more efficient and accessible—without leaving your workflow.

Here’s how to configure this action and start capturing data directly from your dataset in just a few simple steps.

NAME YOUR FORM

Start by choosing a name for your form. This is crucial for keeping your workflows organized and ensuring your team can easily identify the correct form when needed.

The name will appear in the workflow configuration window, so make it clear and descriptive. For example, if you’re using the form to collect customer feedback, a name like “Customer Feedback Form” would make it easy to recognize later. This simple step ensures that everyone involved knows exactly what the form is for and when it’s being used, helping keep your workflows efficient and on track.

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FORM TYPE

Choosing the right form type is a key step in tailoring your workflow to fit your business needs. The form type determines how your team will interact with the form and what kind of data will be collected. By selecting the appropriate form type, you can streamline data entry, ensure consistency, and give your team exactly what they need to gather the right information quickly and efficiently. Whether you’re capturing leads, submitting service agreements, or collecting customer feedback, the form type sets the stage for the rest of the data collection process.

Here’s a breakdown of your options:

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Survey: Create a survey-style form where users can fill out important data, such as customer needs, lead capture, or key metrics.

Document: Attach a PDF, such as a service agreement or contract, for easy access by your team on the go.

CUSTOMIZE YOUR FORM

Now, let’s make the form work for you! Customize your form by adding questions, signature and date fields, or even dynamic options to tailor the form to your business needs.

This customization gives your team the versatility to submit detailed and accurate data about customers, projects, or any other crucial information.

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USE YOUR FORM

Once your form is ready, it’s all set to go live! Your form is now accessible directly from your dataset. Whenever the action is triggered, the form will open automatically, allowing for smooth and efficient data collection.

With this action in place, you can capture the data you need without missing a beat! Your workflow is now more dynamic, enabling real-time data entry that keeps your operations running like a well-oiled machine.

Plus, tap into these powerful applications:

Customer Feedback Collection: Use a survey form to gather customer feedback directly at the point of interaction, whether in-person or through a follow-up process, to continuously improve your products or services.
Lead Capture for Sales Teams: Create a survey-style form that sales teams can quickly fill out when meeting potential clients. This allows them to capture critical information instantly, without needing to manually enter it later.
Service Agreement Submissions: For field technicians or service reps, use a document form to instantly present and submit contracts, service agreements, or work orders directly from their dataset, ensuring everything is documented and up-to-date.

Have questions? Want to see any of these in action?

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