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Blog

Unlock the Power of Workflow Automation with Step Logic

Lacey Jackson
February 14, 2024
|
2
Min Read

In the realm of digital transformation, Formstack continues to lead with innovative solutions designed to streamline operations and enhance productivity across various industries. The latest addition to this suite of tools is the new Workflows feature, a game-changer in workflow automation. This feature is not just an upgrade; it's a complete overhaul of how businesses can automate and manage processes more efficiently than ever before.

Exciting features of the new Workflows include group approvals, the ability to send a workflow back to step one, and dynamic data routing based on inputs collected from a variety of form fields. These capabilities ensure that Workflows can accommodate complex business processes, enhance collaboration among team members, and adapt dynamically to the data collected, making your workflows smarter and more responsive.

Tools Needed

Today, this powerful functionality is available on a Formstack Suite Teams plan and above. This tier is designed to provide teams with the comprehensive tools necessary for advanced automation and process management, ensuring that businesses of all sizes can benefit from the efficiency and scalability offered by data capture, document delivery, eSigning, and workflow automation.

Instructions

Setting up your enhanced workflows is straightforward and can be broken down into five simple steps:

Step 1: Build the forms and upload the document templates you would like to use on your workflow. 

Step 2: Use Formstack’s visual workflow builder to add steps to your workflow. 

Step 3: Map your data between forms and into documents. Configure your workflow logic by adding a Step Logic utility to your workflow. Note: The Step Logic feature must be positioned immediately following the form that includes the fields you're incorporating into your logic

Step 4: Make assignments for the steps on your workflow. With Workflows, you can set up standard and group approvals for your workflows. 

Step 5: Test your workflow! Once you’ve done a trial run, you can embed your workflow on your website or share the link. 

The new Workflows feature from Formstack represents a significant leap forward in workflow automation technology. By leveraging group approvals, the ability to reset workflows, and dynamic data routing, businesses can achieve unprecedented levels of efficiency and collaboration. Whether you're looking to streamline client onboarding, manage internal processes more effectively, or automate data collection and analysis, Workflows provides the tools you need to succeed.

Want to see more Formstack tutorials? Check out all our product tutorials to learn even more about what you can achieve with Formstack products.

Workflow Step Logic comes standard on Formstack Suite Teams plans and above. Start a 14-day free trial to start putting your data to work for you!

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Lacey Jackson
Lacey is a Product Marketing Manager at Formstack who is dedicated to creating content that showcases the power of the Formstack Platform. When she’s not creating Formstack Builders tutorials, she can be found reading, playing board games, or strolling with her dog. Lacey is a graduate of Franklin College.
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