We noticed that JavaScript is disabled in your browser. We suggest enabling it for a better experience.
We noticed you're using an older version of Internet Explorer. We suggest you update to the latest version for a better experience.
Skip to main content

Process responses with workflows

Enterprise plans 

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


Workflows let you manage this process entirely within OpenForms.

How workflows are made


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.

Screen Shot 2020-04-23 at 1.55.29 PM.png

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


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

MicrosoftTeams-image (12).png

OpenForms can generate documents based on response data and attach these to automated emails like reminders and notifications as a response moves through a workflow. (Or as soon as a response is submitted).

By default, you can generate a PDF summary of a form response, but you can also take this a step further by generating custom documents from templates you've prepared yourself. 

Was this helpful?