Web Form Tweaks For Advanced Business Workflows

Olivian Stoica

by Olivian Stoica

Whatever type of business you’re running and regardless how many people are involved in it, some routine processes cannot be left undone, but either let them book your entire time. Therefore, creating efficient automated workflows is what will relieve you from the manual routine and allow you to focus on what really matters to reach your goals.

For that purpose, there are certain tools that might help you automate your business and keep your efficiency growing. That’s where web forms come in handy, because they relieve you from the paperwork and activities, that although are related to your business needs, aren’t necessarily efficient towards reaching your goals . It’s not about the work you put in but the results you get. Therefore, creating efficient automated workflows is recommended, if you want to improve the numbers (or business KPI).

However, creating efficient workflows that comply to your requirements shouldn’t take ages to build nor should it diminish all your resources. Instead, take a look at some of the form features below and take note if any of them might help you.

  • Allow respondents to save the submission and resume later. With the help of this feature, form users can save their progress while filling out your form and return to it at a later time to submit it. Until that point, the submission is not yet made, but they each receive a link from where they can continue from where they left off.

 

save form for later

This feature is located in your 123FormBuilder account, in the SettingsAdvanced section of your online form, under the Submissions tab.

This feature works for many scenarios, within and outside your organization, in human resources or ecommerce. For example in B2B, an employee of a company, which is your customer, will save the order and submit it only after receiving confirmation from the manager. The employee will hit the save for later link on the form and send the link to the manager.

A way to automate this scenario further is to use the feature that follows.

  • Request approval of submission. This can be used for creating entries in your submissions table only after someone approved it. It can be you, the owner of the web form, other people from your staff or even the form user.

Continuing with the B2B example from before, your customer (the employee of another company that wants to buy your products or services for company use) can provide the email address of the his/her manager on the form that will receive a request by email to approve the order.

Other cases for using approvals on forms is for automating internal employee requests or creating newsletter forms with double opt-in functionality.

create approval system for web forms

You will find this feature in the SettingsAdvanced section of your 123FormBuilder web form, under Submissions.

  • Allow respondents to preview the submission summary before sending the form. It’s hard for your form users to check their information before sending it, if there is no preview option on the form. Allowing them to preview the form might decrease the probability to collect mistaken information, such as mistyped email addresses and contact names.

 

preview form submission

This feature can be enabled in SettingsAdvancedSubmissions.

  • Edit delivered submission. This feature allows easy access to your form users to edit their entry, saving you the time to do it yourself upon request. The form user receives a link upon using the option on the form.

 

If you have an order form, you can use the above feature to grant your customers access to their orders, allowing them to place the same exact order again when needed. In human resources, for example, you can use this feature to allow employees to update their information, such as phone number or home address.

edit delivered submission

Enable this feature in SettingsAdvanced, under Submissions.

Among the internal organizational processes that you or your human resources department has to deal with, one is constantly improving your workforce through training sessions and workshops. At the end of each training or workshop, you can quiz your employees by using a custom created online quiz.

You can tweak your online quizzes with an automated grading system, countdown timer and other valuable features that make quizzing easy.

The below-presented features work not only in the business environment, but also in education and other sectors where quizzing is needed.

  • Countdown timer. Use this feature to limit the time each user has to complete the quiz.

 

quiz with countdown timer

  • Partial answers. Use partial answers on your quiz if you want to score each individual answer given under the same question. There are two types of partial answers that can be used on your quiz: with deduction or without deduction. You can either cancel out a correct answer if an incorrect one is selected (with deduction) or sum up all the answers given under a question (without deduction).

 

create partial answers to your quiz

  • Show missed answers. By enabling this feature, your users can see the answers they missed after submitting the quiz. It will help them acknowledge their mistakes and improve their learning.

 

show missed answers to quiz

All of the above features for online quizzes can be accessed in the SettingsAdvanced section of your quiz, under the Quiz tab.

In conclusion, these are some of the web form tweaks that can optimize and automate your business workflows, saving you time and resources that you can invest in other areas. If you want to learn about other tweaks or have certain scenarios in mind that you want to implement for automating your workflows, let us know in the comments below or send us an email.

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