2023-09-05: OE - Forms Automation

Overview

We are proud to release a new feature to help our customers deliver significant value for their business: an embedded drag and drop Form builder that can be used to create Forms and Surveys to be sent out on a scheduled basis, or on demand, to your customers and suppliers.

Digitally Transforming your Business and Automating Business Processes often requires a “human” step. That is, the process requires a human to interact and provide some form of data input, often into a digital form online. This new feature supports that capability and extends our Orchestration and Automation system out to “humans in the loop”.

Feature	Benefits
Embedded Form Builder	Using our powerful drag and drop form builder you can build intuitive Forms and Surveys right in our UI. With a data-driven conditional field logic and validation you can meet all your business needs, and with our preview feature you can see how it will look to the end user.
In-built Internationalization	One form can have many translations. Simply download the translation file, add your translations, and upload again for easy management.
Form Scheduler	Once your Forms have been created you can easily create schedules to define when Forms should be sent out by email, and to which contacts.
Fully integrated with OE for Forms Automation	Using the built-in Form Submission event as a trigger in an execution template, you can easily set up automations to process the Form Submissions as part of your business process.
Form Submission	The Form Submission data is captured and stored with a unique ID so it can be searched and retrieved, as well as being passed on to other systems.
Form Analytics and Reporting	Over time, we can capture useful data to understand how the users are iterating with your Forms Surveys: Forms Sent, Forms Opened, Forms Submitted are all available to you in an easy to read graph, right in the UI.

Known problems

No known problems at time of release.

Documentation and links

Forms