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Blog

Automate Your Processes with Form to Form Prefill

Lacey Jackson
March 5, 2024
|
2
Min Read

Picture this: Gone are the days of tedious paperwork and endless email chains for PTO requests. With Formstack's user-friendly interface, crafting tailored forms and workflows for your specific needs is a breeze.

As of March 5th, 2024, all Formstack Forms plans come with the new Workflows functionality which means any Forms user can automate workflows and set up form to form prefill. Whether you're on the go or kicking back at home, our intuitive solution lets your team submit PTO requests with ease and from any device.

In this video demo, we will be walking through the simple step-by-step process of using Forms and Workflows to automate a process like a PTO request. 

Tools Needed

Today, this powerful functionality is available on any Formstack Forms plan.

Instructions

Setting up your enhanced workflows is straightforward and can be broken down into five simple steps:

Step 1: Select your forms. Choose or build the form that you want to capture employee data on and the form you want to prefill.

Step 2: Create a new workflow. Once your form is ready, drag and drop your Forms steps onto your workflow. 

Step 3: Map your fields. Map the fields from your first forms to the subsequent forms in your workflow. 

Step 5: Deploy your workflow: Once you're confident in your setup, activate your workflow to start automating your processes.

Formstack's latest enhancement, the integration of Workflows into all Forms plans, marks a significant leap forward in streamlining business processes. With the ability to automate workflows and facilitate form-to-form prefill, managing tasks like PTO requests has never been easier. Our user-friendly interface ensures that teams can effortlessly submit requests from any device, freeing them from the burden of paperwork and email chains.

Don't let manual processes hold your team back. Start a free trial of Formstack Forms today! 

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Lacey Jackson
Lacey is a Product Marketing Manager at Formstack who is dedicated to creating content that showcases the power of the Formstack Platform. When she’s not creating Formstack Builders tutorials, she can be found reading, playing board games, or strolling with her dog. Lacey is a graduate of Franklin College.
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