Final Up to date on July 20, 2022 by Rakesh Gupta
A streamlined workflow is an integral a part of enterprise course of automation. A giant a part of that is environment friendly information assortment with Salesforce and different associated merchandise. Just lately FormAssembly launched Workflow as a part of their product to take information assortment to the subsequent degree.
I’ve been a FormAssembly person for 10+ years and have applied FormAssembly for a lot of financial institutions and non-profit organizations. I even applied it for the AppXchange hour web site. I adore it due to its simplicity and energy to deal with logic.
Just lately I used to be lucky sufficient to get my fingers on the FormAssembly Workflow Builder. I’m shocked that the door of risk opens with the brand new workflow builder. For instance, with the brand new Workflow Builder, you’ll be able to map out every part from easy to complicated processes, combining FormAssembly internet varieties, emails, integrations, conditional logic, and extra into a visible roadmap of duties and actions.
Listed below are just a few options that improve my pleasure:
- Conditional Paths: Now you can simply add type logic that lets you transfer away from older strategies of type routing, resembling utilizing type redirect URLs.
- Prefill: Improved type prefilling will permit you to selectively share information with reviewers and approvers to allow them to make choices whereas preserving the safety and privateness of the info you accumulate.
- Assignments: Now you can contain a number of members in a workflow, every with their varieties, to totally implement evaluate and approval processes.
- Final however not least, you’ll be able to simply reference information collected in any steps of a workflow.
Demo Time
Formative Evaluation:
I need to hear from you!
What’s one factor you realized from this put up? How do you envision making use of this new data in the actual world? Be at liberty to share within the feedback beneath.
