Workflow forms allow you to gather important data securely and efficiently. Instantly assign, organize, and schedule forms to gather employee data that you can personalize for any use-case.
Creating a workflow form
Follow the steps here to create a workflow template and run it on an employee.
In the template or an assigned workflow, click "Add Task" and then "Fill Form".
The form contains 4 components:
1. Assignment Date
2. Due Date
3. Assignee
4. Form
Assignment Date
An assignment date allows Shapes to understand when the action should go live. In the example below, 4 days before the due date, the form task will be assigned to the manager.
Only on the assignment date will the manager be notified, and see the form in the Assigned Task section/email.
Due Dates
All due dates are based on the anchor date. Due dates can either be before, after, or on the due date. Due dates can also remind the assignee of the task.
Assignee
Assignees are responsible for completing the form that they have been assigned. Assignees with access to Shapes will receive an email and see all their tasks in the assigned tasks section.
Assignees that have not been invited to Shapes will still be notified of the form via email, and have the opportunity to fill in the desired fields (more on how to invite users to Shapes here.)
You can choose whether workflow forms are sent to an employee’s work email or personal email. This is especially helpful for pre-onboarding workflows, where forms often need to be sent to an employee’s personal email before their work account is active.
Form
Any field that has been added to Shapes can be added to the form. Simply drag the relevant fields into the form.
Once created, click "Apply Changes"
And thats it! You've now created a form that allows you to gather important data securely.
If you have any questions, feel free to reach out to support@shapes.co