Make multi-step forms more powerful by adding approvals
Did you know that 43% of organizations in the USA face challenges with approval workflows? By incorporating approvals into forms, you can address compliance and audit requirements for time-stamped documentation. You also gain benefits in improved data accuracy from transparent workflows and clear accountability.
Intelligent features like predefined criteria and automated decision points maximize the speed of form submissions with approvals. The following strategies will help you apply approvals to multi-step forms in a way that creates quality control in process and data outcomes.
Prep work for adding intelligent approvals to workflows: nail down these components
| Dynamic Criteria | Define dynamic criteria within each step, considering specific data points, user inputs, or conditional logic embedded in the form. |
| Automated Decision Points | Establish automated decision points at the end of each step to route submissions to the appropriate approvers based on predefined rules |
| Hierarchical Approvals | Implement approvals that seamlessly progress through the defined hierarchy for efficient decision-making, if applicable to your organization. |
| Real-Time Assessment | Incorporate real-time assessments specific to each step, allowing for immediate decision-making and reducing delays in the approval process. |
Let’s put this prep work into action!
Launch your intelligent approval multi-step workflow
Now that we’ve defined our terms, let’s explore the steps to integrate intelligent approvals into your multi-step forms.
- Identify Approval Triggers for Each Step: Define specific conditions within each step that necessitate approval based on critical data points, user responses, or collected information.
- Access Form Builder Settings: Navigate to the FormAssembly workflow to configure approval settings. Your forms must be in the workflow feature to add approvals.
- Define Rules and Criteria: Utilize your form builder’s features to set up rules and criteria for approval based on user inputs or specific data values within each step.
- Configure Approval Workflows for Each Step: Directly configure approval workflows within the platform, defining approver sequences, hierarchical structures, and conditions for routing submissions.
- Test and Iterate: Thoroughly test your form before going live. Simulate different scenarios, gather feedback, and make improvements for an enhanced customer experience.
Benefits of using intelligent approval workflows
While upfront work is required, the results—cleaner data, faster processes, and reusable frameworks—are transformative. Dynamic approval workflows allow you to adapt to changing business needs.
Experience Swift Decision-Making: Intelligent workflows enable rapid decision-making by automating routine tasks. Defined criteria empower swift approvals, propelling overall workflow progress. Harness the power of automation to eliminate bottlenecks and supercharge operational speed.
Revolutionize Your Operations: Beyond efficiency, intelligent approvals establish a foundation for reusable frameworks. This versatility empowers you to seamlessly adapt workflows to different scenarios, fostering consistency and efficiency throughout your operations.
Ensure Precision and Adaptability: Elevate data accuracy by reducing manual errors through automated decision points. The adaptability of these workflows ensures your processes stay responsive to changing business needs, future-proofing your operations.
“Data quality is directly linked to the quality of decision making.”
Melody Chien, Senior Director Analyst, Gartner
Data collection with intelligent approvals: The competitive advantage
Incorporating intelligent approvals into your multi-step forms and workflows offers a strategic advantage. A future-ready workflow that gives you an edge incorporates intelligent approvals not only optimizes current processes but to position your operations to be agile in the face of change. Built from dynamic criteria, automated decision points, and hierarchical structures, you can create repeatable, reliable processes that fit any business use case that comes your way.
Interested in learning more about approval workflows? Be sure to watch our webinar, From Concept to Creation: Complex and Versatile Forms.
