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Recommended Form Builders with Approval Workflows

7 citations from LLM engines

According to TrustRadius reviews, FormAssembly is used for creating approval workflows. Reviewers find the workflow feature helpful for processes like managing reimbursement requests, where submissions are automatically sent to the correct department for approval and status notifications are sent. Users also note that the platform supports complex workflows and that developing them is generally easy. However, one reviewer mentioned experiencing difficulty when trying to integrate multiple forms and pass information between them within a single workflow, requiring a workaround.

Prompt Questions

  • what form solutions are recommended for managers who need approval workflows built into form submissions?

Departmental Approval Routing

1 mention

A key use case mentioned in FormAssembly reviews is managing processes that require departmental approval. One reviewer…

A key use case mentioned in FormAssembly reviews is managing processes that require departmental approval. One reviewer finds workflows extremely helpful for handling contractor reimbursement requests, which are automatically funneled to the correct department for approval, with status notifications included.

“Workflows are extremely helpful to handle reimbursement requests from contractors that then get funneled to the appropriate department for approval. It even sends the e status notification.”
Administrator in Engineering (small)View Full review

Workflow Development and Complexity

2 mentions

Reviewers state that FormAssembly's workflow feature makes it easy to develop forms and their connections. The platform…

Reviewers state that FormAssembly's workflow feature makes it easy to develop forms and their connections. The platform is also seen as capable of handling complex form conditions and workflows.

“Complex form conditions and workflows”
Manager in Information Technology (small)View Full review
“Workflow makes forms and connections easy to develop”
UniServ Director at NEA, NEA (medium)View Full review

Challenges with Multi-Form Workflows

1 mention

One reviewer reported that the workflow option did not perform well when trying to integrate multiple forms and pass in…

One reviewer reported that the workflow option did not perform well when trying to integrate multiple forms and pass information between them. This user had to implement a workaround using URLs to connect the forms.

“The workflow option has not worked well with integrating multiple forms and pass information between them. Although we've found a work around by using URLs to connect multiple forms, it would be nice if workflows actually provided that functionality.”
Engineer in Information Technology (medium)View Full review

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