FAQ'S

What are Workflows?
The Workflows module in Formitize is used to manage any multi-stage process within your Formitize account. This includes tracking the progress of a submitte...
Fri, 24 Jan, 2025 at 12:39 PM
How do I set up a new Workflow in my account?
Setting up a Workflow in your Formitize account can make a form process easy to follow and keep up to date on where a job or form may be currently at and wh...
Wed, 29 Jan, 2025 at 10:36 AM
Can I set up notifications for each stage of a Workflow?
You are able to set up notifications for each stage of your Workflow, so that you or your Users are alerted whenever a form has moved to the next stage.  ...
Wed, 29 Jan, 2025 at 10:36 AM
Can I use the workflows module to manage leave requests?
The Workflows module can be used to manage leave requests. This can be set up so that you can see any requests that are coming through from your interna...
Wed, 29 Jan, 2025 at 10:36 AM
Can I include a copy of the form in my Workflow email notification?
A copy of the form can be attached as a PDF in an email notification by selecting Attach PDF when creating or editing an existing Workflow notification. ...
Wed, 29 Jan, 2025 at 10:36 AM
What is the cost of the Workflows Module?
The Workflows Module is an optional Add-on Feature for clients that wish to opt in. Pricing is: $19.99 per month for Business Clients or  From $250 p...
Wed, 29 Jan, 2025 at 12:21 PM