Process Overview

Updated 1 week ago by Nandini

What is a process?

A process is a type of workflow that ensures a strict sequential set of steps performed on form data. Process Admins set up a form to carry data, and then make a predefined path for it to follow. The system automatically routes the requests through the various steps until the item is complete. Processes are a great fit in places where you would want strict control and efficiency.

Common processes examples

  • vacation request
  • purchase request
  • employee onboarding
  • budget approval request
  • visitor pass request
  • vendor enrollment

Let’s look at the leave request process. Users can initiate this process to apply for personal and sick leave. Once the form is initiated, it will need to be approved by a manager, sent to HR and/or Payroll for processing.  

Here are more articles about processes:

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