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2 months ago

Configure Reusable Forms

🎉 What’s new

A powerful capability that enables organizations to collect specific inputs, present critical information, warnings, or agreements for acknowledgment—seamlessly integrated into diverse business processes.

✨ Let's dig deeper

Organizations often need to gather structured inputs from participants or display important messages—such as warnings, policies, or agreements—for acknowledgment as part of their business processes. However, existing governance workflows lack the flexibility to configure these interactions based on evolving business needs.Introducing a dedicated Forms section that provides:

  •  Form Builder – A flexible form creation tool supporting customizable componentslike:
    • Text fields
    • Dropdowns
    • Numbers
    • Dates
    • Custom metadata, and more
  • Monitor & Response Dashboard– Gain visibility into:
    • Workflows where the form is used
    • Participants who have filled the form
    • Responses captured, along with timestamps
    • Current status of the request associated with the form
  • Seamless Integration– Initially available for:
    • Access Management and New Entity Creation workflow templates for Requesters

👏 Give it a shot

Custom forms are now modular and can be used across the product. This is currently available for requesters in governance workflows like New Entity Creation and Access Management. Keep an eye out for support for approvers and more workflow types coming soon!

Learn more:

  • How to create forms
  • How to create governance workflows