Use order forms to collate order details
from your customers
Tweak our templates and tailor them to your needs. Our no-code form builder can customise your form within minutes.
Upon choosing the template, you will be directed to Process Details. Here, you can change your form title and/or description.
Using Form Builder, choose your form fields and edit them.
After finalising your form, proceed to Design Workflow. You can designand customise the workflow with the following methods:
In this scenario, we used the Notification plug-in to trigger automatic confirmation emails to customers once they submit the order form.
After Publish Changes in Workflow Builder, your order form is ready to go. You can use the Share button to:
If the form is meant for internal employees who have access to Forma, you can grant them access to this process. When they click into the process, they will be able to submit their orders with the Submit New Entry button.
That’s it. Really.