Today, we’re going to highlight the ability of Azuqua to create custom forms.
Instead of making forms on your own or through a third party app, Azuqua lets you quickly create a form and set up a FLO that uses that information in real time when the form is filled out.
Why Azuqua Forms?
Not every process makes sense without at least one point of manual interaction. For example, customer surveys, internal information gathering, content approval processes, and more. In those situations, it can make sense to use Azuqua Forms.
For example, here’s a basic Azuqua Form you could use to take in data from your team as they finish projects:
All this data can then be used by your FLO and sent to all of your applicable services right away. You could update project info in Workfront, track project completion time in Smartsheet, notify a channel over Slack, and more all from one form.
How to use Azuqua Forms
Now that you know why you’d use a FLO started with a form, let’s talk about how to configure it.
In order to start a FLO with a form, you can either create a new FLO using the Form event or just change your existing event card into the Form event.
Once you’ve got a FLO with the Form card as the event, you can set the information that users will have to provide by adding fields to the event card. What you set as the field name here will be what the user sees, so make sure you’re happy with it. Also, the title of the FLO is going to be displayed to the user as the title of the form, so make sure you set that to something that makes sense.
Changing the types of fields in the form will change the functionality of the fields. To change the type of question that will be in the form, change the field type by hovering over the field and clicking where the “Aa” (denoting String) is located.
There are four different types of form inputs that you can set up through Azuqua. If you have any more you’d like to see, mention them in a reply below.
- String: Just a text field.
- Date & Time: The user selects a date. Includes a dropdown calendar.
- True/False: A checkbox.
- Number: Forces the user to enter a number.
These four different types of fields allow you to optimize your forms for very specific use cases rather than just giving users a bunch of open text fields, which really opens up the possibilities for Azuqua Forms.
Sharing your forms
Now that you’ve created a form, you’re probably going to want to send it out. Azuqua makes the whole process really simple.
You can open up the Form Properties menu where the sharing information is located by clicking one of the two buttons below in your FLO:
Once you’ve opened the menu, you’ll see a preview of your form along with a link to share it and a code snippet to embed it into your own webpage. This gives you the flexibility to put the form anywhere you want quickly and easily.
What about you?
How do you use Azuqua Forms? Reply in this thread and show off one of your interesting uses for forms.
Or, if you have any other questions about how to use forms, just post them here.