Workflow Feature - Break Down Tasks into Simple Steps
Need multiple people to fill out a single form? With PlatoForms’ workflow feature, you can streamline the process without recreating the same form multiple times! 🚀
In this video, I’ll demonstrate how to set up an employee evaluation form that requires input from employees, HR, and the CEO. You’ll see how to:
✅ Upload a PDF and convert it into online forms
✅ Assign specific fields for each participant
✅ Automate the workflow to ensure a smooth process
✅ Receive notifications and download the completed document effortlessly
Say goodbye to back-and-forth emails and manual form sharing! Try PlatoForms Workflows today. 🙌
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Time Stamps:
0:00 – Introduction – Overview of how the workflow feature helps
0:20 – Demonstration – Using an employee evaluation form as an example
0:33 – Setting up Employee Form – Uploading and configuring the employee form
1:02 – Setting up HR form – Configuring the HR form and publishing
1:26 – Setting up CEO form – Converting the final PDF for the CEO to review and sign
1:46 – Notification & Testing – Pre-filling, testing, and receiving notifications
1:53 – Creating Workflow – Setting up the workflow for employee, HR, and CEO
2:24 – Sending Invitations – Sending form invitations to each participant
2:57 – Completing Workflow – Submitting forms and receiving notifications
3:01 – Final Step – Downloading the finished PDF
Question Corner: 📝
Which part of the online form workflow do you find most useful?
🔄 A. Step-by-Step Process – Break down tasks for multiple people
📲 B. Automatic Alerts – Notify the next person automatically
📄 C. Combined PDF – Get all steps merged into one document
❓ D. Other – Share your thoughts in the comments!
Drop your answer below! ⬇️
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