Forms are vital for gathering information and starting processes. However, many organizations use forms that aren’t connected to the work that follows. Tallyfy integrates forms directly with the steps that come after, linking data collection to action.
Think beyond form submission to process execution
With standalone form tools, users often wonder what happens after they click submit. Tallyfy connects submission directly to a trackable workflow:
From “submit” to “submit and track”: Tallyfy links form submission to the first step of a visible, trackable workflow.
Integrated process context: Forms start processes that already have context and defined action steps.
End-to-end visibility: Submitters can see what happens to their request after submission.
Continuous visibility: Access status updates, approvals, and downstream task progress.
Tallyfy calls these initial forms “kick-off forms” because they kick off, or start, processes, not just collect data. This ensures the work following submission is managed effectively.
Verify external submissions with email verification
Public forms can cause problems if submitters use fake or wrong email addresses:
Email verification: Tallyfy’s public kick-off forms include email verification to confirm submitters are genuine.
Secure access links: Submitters get unique links via email to access and finish forms.
Permanent tracking: This verification also lets submitters track the status of their submission later.
Reduced spam: Verification helps cut down on form spam and fake entries.
This system balances easy access with security, ensuring submissions are real while giving submitters tracking ability.
Select appropriate field types for specific questions
Choosing the right form field type improves the quality of the information you collect:
Short text: For names, references, or short answers (max 200 characters).
Long text: For detailed descriptions or notes (max 6,000 characters).
Dropdown: For selecting one option from a predefined list.
Radio buttons: For choosing one option when only a few choices are available.
Checklist: For selecting multiple items or verifying steps.
Date: For capturing specific dates (e.g., deadlines, start dates).
File upload: For collecting documents or images.
Table: For structured data that repeats (like line items).
Assignee picker: For letting the submitter choose who should do a later task.
Enable task delegation for collaborative form completion
Often, forms need information from several people:
Assignee management: Allow form starters to assign steps to the right team members.
Guest access: Include external people in the process securely.
Task reassignment: Reassign tasks if the original person isn’t available.
Group assignments: Assign steps to teams.
Parallel completion: Allow different parts of a form or process to be done simultaneously.
This helps manage the challenge of collecting information from multiple sources.
Generate documents from form data
Tallyfy lets you create documents automatically from form submissions:
Template-based documents: Fill documents like contracts or letters with form data.
Dynamic content: Create documents that change based on form answers.
Formatted output: Generate branded PDFs or other formats.
Multi-stage approval: Include review steps in the document workflow.
Revision tracking: Keep a history of document versions.
For example, a form can collect client details, project scope, and pricing, then automatically generate a contract PDF. This saves time compared to manually copying data.
This feature connects information collection directly to outputs like documents.
Additional practices for forms
Mobile optimization: Ensure forms work well on phones and tablets.
Consistent branding: Match your organization’s look and feel.
Progress indicators: Show progress in multi-step forms or processes.
Default values: Pre-fill fields with common answers where appropriate.
Clear next steps: Tell users what happens after submission.
Accessibility: Design for users with disabilities.
Testing: Test forms with users before wide release.
Analytics integration: Track completion rates and drop-off points.
Continuous improvement: Update forms based on feedback.
By following these tips and using Tallyfy’s integrated forms, you can build forms that effectively gather information and drive action.
Kick-off forms in Tallyfy enable data collection at the start of workflows and can be used internally or shared publicly to initiate processes automatically while tracking progress throughout the workflow lifecycle.
Tallyfy streamlines complex approval workflows by providing automated tracking form-based initiation conditional routing real-time status updates and integrated communication tools while maintaining organized records for future reference.
A comprehensive workflow management system integrates form submissions with automated processes while providing real-time tracking visibility and data continuity throughout the entire lifecycle.
Workflow automation platform Tallyfy helps organizations streamline operations by documenting processes tracking tasks in real-time and enabling continuous improvement through AI-powered automation and standardized templates.
