Workflow & Form Builder Background

Workflow & Form Builder

Design dynamic forms with built-in form authentication, attach an approval workflow with amount-based branching, and route every request up the chain — with inboxes, dashboards and a full audit trail.

WHO IS IT FOR?

01
Employees & Requesters

Submit requests and track their status at every stage without chasing teams for updates.

02
Approvers

Manage pending requests from a central inbox and approve, reject, or request changes with ease.

03
Department Managers

Create approval chains, define conditions, and control requests based on roles and business rules.

04
Process Owners

Build digital forms and automate business processes without writing code.

Modules & Features

Everything you need to streamline your operations. Explore the individual modules and signature flows that power this solution.

AT

Audit Trail

Every step of every request is recorded with actor, timestamp, comment and the form version in force — the record that makes an approval defensible later.

Step historyCommentsVersion traceExport

Signature Flow

Action taken
→
Step recorded
→
Trace request
→
Export evidence
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Inbox & Requests

Requesters see what is in review, what needs changes and what is approved; approvers see only what is theirs to act on.

My requestsNew requestIn reviewNeeds changesApproved

Signature Flow

Submit request
→
Lands in inbox
→
Approver acts
→
Requester notified
AF

Approval Flows

Attach a flow to any form: route by amount, by department or by condition, in series or in parallel, with delegation and recall.

Flow designerAmount branchingConditional routingParallel approvalDelegation

Signature Flow

Attach flow
→
Route by rule
→
Approve or return
→
Complete
FB

Form Builder

Design a form field by field — text, numbers, dates, selects, attachments — with validation rules and form-level authentication, and publish it without a release.

Field designerValidation rulesAttachmentsForm authenticationPublish

Signature Flow

Design form
→
Add validation
→
Publish
→
Collect submissions

Key Features

Everything you need for complete business visibility.

01

Conditional & Parallel Approvals

Build flexible approval chains with conditional branching and parallel approval steps for complex business processes.

02

Visual Workflow Designer

Design approval workflows visually and route submissions automatically using role-based and amount-based rules.

03

Authentication & Validation

Control who can submit forms and ensure complete, accurate requests with required fields and built-in validation.

04

Drag-and-Drop Form Builder

Create dynamic business forms using 11+ field types, with a flexible no-code interface designed for fast form creation.

Benefits

Why businesses choose Workflow & Form Builder.

01

Complete Accountability

Maintain a clear history of every submission, approval, change, rejection, and action for complete process transparency.

02

Stronger Process Governance

Enforce consistent approval rules, validation, roles, and escalation paths across departments.

03

Faster Approvals

Automatically route requests to the right approvers and eliminate delays caused by manual follow-ups and handoffs.

04

Eliminate Manual Processes

Replace emails, spreadsheets, and paper-based requests with structured digital forms and automated workflows.

Need Help?

Our team is here to assist you.

Get support, request a demo, or ask any questions about Workflow & Form Builder.

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Workflow & Form Builder