FAQ'S

What are Workflows?
The Workflows module in Formitize is used to manage any multi-stage process within your Formitize account. This includes tracking the progress of a submitte...
Thu, 6 Jul, 2023 at 11:28 AM
How do I set up the Workflows module in my account?
To set up the Workflows module in your Web Portal > Work Flows > Select Customise from the drop down > Enter the title of your work flow > Add a...
Thu, 6 Jul, 2023 at 11:28 AM
Can I set up notifications for each stage of the Workflow?
You are able to set up notifications for each stage of the workflow.  In your Web Portal > Workflows > Select the Workflow > Select the stage &...
Thu, 6 Jul, 2023 at 11:28 AM
Can I use the workflows module to manage leave requests?
The workflows module can be used to manage leave requests. This can be set up so that you can see any requests that are coming through from your internal te...
Thu, 6 Jul, 2023 at 11:26 AM
Can I include a copy of the form in my Workflow email notification?
A copy of the form can be attached as a PDF in an email notification by selecting Attach PDF when creating or editing an exisiting Workflow Notification. ...
Thu, 6 Jul, 2023 at 11:26 AM
What is the cost of the Workflows Module?
The Workflows Module is an Add-on Feature for clients that wish to opt in. Pricing is $19.99 per month for Business Clients or from $250 per month for Enter...
Thu, 6 Jul, 2023 at 11:26 AM