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.
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
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).