Form Management

Introduction

Feature(s)

Form is a basic tool in Jodoo. Forms can also be seen as the data source because you need to submit and collect it by form.

There are two types of forms in Jodoo:

Regular form: used to collect all the data in business operations to decentralize and collaborate on the collected data. By publishing a form, you can also assign permissions for members who need to manage data or external members who need to collect external data.
Workflow form: used to transfer data from subordinates to superiors for approval. You can also assign permissions to manage workflow data further.

The most significant differences between a regular form and a workflow form are that a workflow form requires step-by-step approval and workflow settings.

Application Scenario(s)

Regular form: investigation and aggregation, online registration, market reporting, meeting appointment, procurement and storage, order entering, code scanning and sign-in, and so on.
Workflow form: reimbursement approval, work reporting, task assignment, leave application, item application, maintenance application, feedback, and so on.

Plan Limits

All users of all plans can use forms for free.

Free users can submit up to 1,000 records a month. If you want to update to Standard or above plans, contact our Sales Team.

Creating a Form

1. Create a form in an empty app.

If there is no form or dashboard in the app, you can follow these steps to create a form:

2. Create a form in other apps.

If there have been forms or dashboards in the app, you can click to create a workflow form or a regular form:

Setting Procedure

After creating a form, you can set the form. There are certain differences between workflow settings and form settings. Workflow settings are only available in workflow forms.

1. Workflow Form

You can configure a workflow in Design, Workflow, Extension, and Publish.

Members can visit a workflow form and initiate a workflow after you get these settings done. Managers can access the submitted data in Manage Data.

2. Regular Form

You can set a form in Design, Extension, and Publish.

Members can visit a form and submit data after you get these settings done. Managers can access the submitted data in Manage Data.

Designing a Form

There are three parts in Design:

Field: you can select different fields for the form. Different types of fields can store different types of data.
Designing: you can adjust field order or make other settings.
Property: you can set the properties of a single field or the whole form.

Setting a Workflow

You only need to configure workflow settings for a workflow form.

Nodes: you can add nodes as needed to the workflow form.
Workflows: you can link the nodes with connection lines to design an approval process.
Properties: you can edit node properties and workflow properties.

Setting Extension

Extension includes further settings for the form, like Record Title, Comments, Notifications, Result Page, Print Templates, Automations, Custom Buttons, and Webhook.

Publishing a Form

You can assign permissions for members to edit forms in Publish. There are two types of publishing settings, To Members and To All:

To Members: publish a form to internal members. The members can submit data or make other settings according to the assigned permissions.
To All: publish a form to people out of the contacts. They can submit data without joining the team. But they have limited permissions, such as submitting and querying data.

Managing Data

Admins with permissions can process data such as importing, exporting, deleting, and accessing data in Manage Data after a member has submitted the form.