Level up your workflow management: streamline your operation’s daily processes and recurring tasks with digital data capture

Digital data capture can help your business identify productivity bottlenecks, accelerate daily processes, and streamline the completion of common tasks. This is made possible by real-time access to input data, seamless workflow automation, and dynamic features powered by Conditional Logic. 

Let’s walk through the features you can add to your digital workflow to streamline the input, routing, and processing of data – saving your team time and budget. 

Make forms dynamic with Conditional Logic
Empower your team to rapidly adapt to changing conditions and needs with Conditional Logic and Dynamic Field Properties. Leveraging form logic, everything from what form fields are Required to the name of the form can be automatically altered to reflect changing conditions. For example, a technician and a supervisor often need to complete different fields within a form. GoFormz enables users to dynamically change what form fields are Required (and other properties) based on a user’s Group membership, field selections (like a Drop Down menu item or Checkbox), data entered within a field, and more. You can even make specific fields Visible in response to Group membership or input data, making it easy to make form criteria dynamic.

Automatically route completed forms to teammates and customers
Digital forms can be instantly routed to specific teammates and Groups of users once completed. For example, submitted digital Timesheets can be instantly routed to members of a Payroll Group or to a specific payroll employee. Your forms can even be dynamically routed to an email address entered within a form, making it easy to send PDF copies of completed forms (and even alter the text of your email!) to different customers. This automation allows your operation to easily accelerate the routing of completed forms to different recipients, based on entered data and completed tasks. 

Automatically transfer forms to colleagues
When one of your employees completes their portion of a form or task, a form can be automatically transferred to another user or members of a Group, making it easy to streamline collaboration and improve accountability. Automatic form transfers accelerate the hand-off of important critical tasks, like quality control.

Automatically route captured forms and data to connected systems and databases
Integrating your digital forms and data capture with your other business applications can significantly improve your operation’s workflow management and efficacy. By integrating GoFormz with platforms like Salesforce, Quickbooks, Google Drive, Microsoft 365, and Procore, your workflow can be automated from end-to-end. 

For example, a form could be dispatched pre-populated with Procore project data to a technician on a job site, for them to fill out and complete. Once they have completed their portion of the form, it could then be automatically transferred to a job site superintendent, for them to review and approve. Once they have entered their Signature and approved the form, it could then be instantly routed:

• Back to Procore, where a copy of the form would be uploaded to the Documents tool and data could be used to update specific tools and project details within a specific record

• To Google Sheets, where data captured within the form could be used to update and create rows within an existing spreadsheet 

• To Microsoft 365, where forms can be dynamically routed to corresponding OneDrive folders, data can even be used to instantly update and add data to Excel spreadsheet cells, or applied to Power BI reports, allowing your team to visualize data collections instantly. 

• To Box, where forms can be stored within corresponding project folders.

...and so many more. By connecting your digital forms and data to your other critical business applications, your operation can remove the need for common workflow obstacles, like form delivery, rekeying, and record-keeping – clearing the path for your data and accelerating daily processes. 

Improve insight into business processes with real-time data and reporting
Not only can your real-time, highly accurate data be used to augment and enrich reports within connected applications, like Power BI, but it can also be used to run reports directly from GoFormz. Your reports can be scheduled to run at regular intervals or run ad-hoc as needed. With better insights into your operation, your team can easily improve its workflow management and optimize granular components of your frequently completed processes. 

These features empower your team to seamlessly streamline frequently completed tasks and processes, like employee onboarding, patient intake, invoice generation and processing, timesheet and payroll processing, job site safety processes, and so many more. To learn more about how GoFormz and digital data capture can improve your workflow management, learn more about getting started with GoFormz Workflows here, or sign up for a free trial of the GoFormz mobile forms platform here.