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Process responses with workflows

Enterprise plans 

Most form responses go through a process after submission, passing through various levels of review and authorization.

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Workflows let you manage this process entirely within OpenForms.

How workflows are made

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Using a workflow canvas, form authors map out all the possible ways a response can travel through a process of review.

Wherever their workflow branches, form authors assign reviewers (or Smart Logic) to decide which path the response takes. 

If you're a form author, here’s how to get started:

The review process

Each stage, or "step," (except for the steps at the beginning and end of a workflow) is assigned reviewers.

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Reviewers use the review center to look at the content of a response and decide which step it moves to next.

If you're a reviewer, here's all you need to know:

Automate reminders and notifications

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When form authors create a workflow, they can set up automated emails to keep respondents, reviewers, and other stakeholders up to date on the progress of a response. These are triggered when a response moves through particular steps or transitions.

Here's how to set them up:

Generate official records

OpenForms can generate documents based on response data for you and your respondents' official records. Right now, you can generate a PDF summary of a form response, but soon we’ll be adding the ability to generate a whole range of custom documents

When setting up a workflow's reminder and notification emails, you can opt to automatically generate and attach a response PDF whenever those emails are triggered.

Want to set up the response PDF? Here's how:

(By the way, you can also attach response PDFs to submission confirmations). 

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