Formitize User Guide

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...

Setting up a Workflow in your Formitize account can make a form process easy to follow and keep up to date on where a job or form may be currently at and wh...

You are able to set up notifications for each stage of your Workflow, so that you or your Users are alerted whenever a form has moved to the next stage.  ...

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 interna...

A copy of the form can be attached as a PDF in an email notification by selecting Attach PDF when creating or editing an existing Workflow Notification. C...

The Workflows Module is an optional Add-on Feature for clients that wish to opt in. Pricing is: $19.99 per month for Business Clients or  From $250 p...

Often, there may be times that a form is changed slightly, and this can affect the Workflow. Or you may want to change around the triggers that send a form ...

The main reason behind a Workflow no longer processing forms, is usually because there has been a change made to a form or to the Workflow itself, which has...

If you have notifications set up to alert you when the workflow, you can edit them in the Web Portal. Go to Workflows > select the workflow from the ...

Workflow notifications can be deleted via the Web Portal. Go to Workflows > select the target workflow > select the green Edit button > Edit No...