Advanced workflows step by step

Digitization does not stop at replacing paper forms with a digital alternative. The real gain comes when processes become smarter. Workflows play a key role in this: By setting up digital forms intelligently, the system automatically streamlines the follow-up based on the answers. This gives your organization grip, speed and peace of mind and makes digitization work for you.

What makes a workflow advanced?

An advanced workflow goes beyond a simple approval or task transfer. It is a digital pathway in which forms and actions are logically connected. Think conditional steps, automatic notifications or periodic triggers.

In an advanced workflow:

• Are forms automatically initiated at the right time (e.g., weekly or per project phase);
• Sequence tasks automatically (even if someone forgets something) thanks to smart timer functions and reminders;
• Is every step traceable, with insight into status, responsible and progress.

The result is a digital business chain in which no more information is lost, no manual tasks remain, data is always up to date and the result is determined unambiguously.

LeanForms as the basis for workflow automation

No-code construction

With LeanForms, you create workflows by combining forms, routes and conditions, completely without programming. Users determine the logic themselves: who fills in what, what happens next and when is something completed. Complex processes thus become accessible without dependence on IT.

Smart automation

Whether it’s automatically starting periodic forms, sending reminders or temporarily interrupting a process with the timer function, LeanForms automates what otherwise had to be done manually. Employees in the field register data mobile and the data enters the right workflow for the back-office employee immediately.

Datasets: the smart connection between forms

With LeanForms Datasets you link forms together through one central data source.
Data such as project information, Task Risk analyses or inspection results are managed in one place and can be used in multiple forms.
This way you only need to record information once, everything remains consistent and every change is fully traceable. Of course, there are also possibilities to use external applications such as ERP as a dataset and link it to the various forms.

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