Forms are vital for gathering information and starting processes. However, many organizations use forms that aren’t connected to the Tallyfy workflow that follows. Tallyfy integrates forms directly with the steps that come after, linking data collection to action. This integration approach ensures seamless workflow continuity from initial data capture through completion.
Why should I 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.
How can I 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.
How do I 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.
How can I 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.
How do I 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.
What are additional best 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. See Set default content for form fields for detailed setup instructions.
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 attach to process templates to collect essential information before workflow execution begins enabling both internal teams and external stakeholders to initiate processes while providing comprehensive data collection through various field types and seamless integration with subsequent workflow steps.
Tallyfy transforms complex approval workflows into trackable automated processes with clear visibility accountability and dynamic routing that eliminates status confusion and bottlenecks through intelligent form design conditional logic real-time monitoring and collaborative communication features.
Tallyfy’s integrated form and process management connects intake forms directly to workflow steps creating end-to-end visibility and accountability by automatically starting trackable processes when forms are submitted and maintaining data continuity throughout the entire sequence.
Tallyfy transforms static business process documentation into dynamic executable workflows through three specialized template types - Procedure Templates for complex multi-step processes Document Templates for standardized policy materials and Form Templates for streamlined data collection - enabling organizations to maintain consistency while providing real-time tracking and continuous improvement capabilities.
