5 GoFormz Features Your Operation Should Be Using

Elevate your digital forms and data capture with these powerful features

Whether you've just uploaded your first form to the GoFormz form editor or your entire form collection is already digital, these five features can take your digital forms and data capture further.

1. Dynamic Field Properties
   Your form fields can be easily configured to guide user data entry and enforce data capture rules. This is accomplished using Dynamic Field Properties, which leverage form logic to dynamically change the look and behavior of your form fields based on input data and field selections. For example, if a user were to select a Checkbox signifying they were completing a permission slip for a minor, an additional Text field and Signature field could instantly be made Visible and Required. This functionality can be deployed to make additional form pages available, prompt users to complete additional fields, make hidden fields visible, change the Background Color or Font Color of certain fields, and more.

2. Online form sharing

   With our Public Forms feature, you can easily share links to your online forms with others for them to fill out and complete from any location. Your Public Forms can be configured so that only specific fields are made editable, can be easily equipped with expiration dates, and more. Your form links can then be easily shared with others, emailed directly to individuals, or posted to your website, improving accessibility to your digital documents and making it easy for external collaborators to fill out and complete forms. This feature not only significantly simplifies collaboration between your business, customers, subcontractors, visitors, and patients but also streamlines the collection of documentation by eliminating the need for manual form delivery.

3. Automatic form transfers

   Leveraging Automated Workflows, your form drafts can be instantly routed to colleagues and coworkers once certain tasks have been completed. This workflow streamlines collaboration while eliminating form delivery wait times.

4. Automatic form routing

   Once submitted, PDF copies of your completed forms can be instantly emailed to an input customer email, a coworker, a supervisor, or even connected systems, like Salesforce, Quickbooks, Google Drive, Procore, Box, and more. This workflow not only ensures forms reach the appropriate destination promptly but also accelerates and simplifies client and collaborator communication.

5. Seamless integrations

   Your GoFormz account can be easily integrated with powerful platforms like Salesforce, Autodesk, and Procore, making it easy to route completed forms and input data to connected records. This means that a submitted form can trigger the instant creation of a new record, update an existing record, or update tools and dashboards within a connected platform. This workflow not only eliminates time-consuming administrative tasks, like rekeying and record-keeping but also enriches each of your critical systems with real-time, highly accurate data. Data can be seamlessly passed between your integrated systems, making it easy to dispatch forms pre-populated with information, augment reports and dashboards with a variety of data points, and more.

To explore more powerful form fields and features check out this blog post or sign up for a free trial of the GoFormz mobile forms platform today.