Overview
Dynamic Forms allow you to create custom, interactive forms that can be linked to your processes. They are used to capture structured data during process execution — such as checklists, approval requests, incident reports, or any structured input your team needs.
Forms are built using a drag-and-drop canvas with a variety of field types, and can include business rules for conditional logic.
Why Use Dynamic Forms?
Standardise data capture — ensure consistent information is collected every time a process is followed
Reduce errors — required fields and validation rules prevent incomplete submissions
Improve compliance — structured records support audit trails and reporting
Flexible design — build forms tailored to your specific process needs without custom development
Accessing Dynamic Forms
Quick Steps
Navigate to Settings from the left-hand navigation menu
Select Dynamic Forms
The Dynamic Forms summary table displays all forms in your company with the following columns:
Description — the form name
Updated On — date of last modification
Updated By — user who last modified the form
Status — current state of the form
Summary Table Actions
The following action buttons are available at the top right of the table:
Actions — dropdown with bulk operations
Export — export form list as PDF, Excel, or CSV
Delete — remove selected forms
Add — create a new form (see Creating a Dynamic Form)
Standard filtering, sorting, and pagination are available on the table.
Important: Forms that are linked to processes cannot be deleted. These appear as non-selectable in the table with the tooltip: "This dynamic form is currently in use, and cannot be deleted."
Form Types
ProcessPro supports two types of dynamic forms:
Main Form — a standalone form that can be linked directly to a process
Sub Form — a child form that is embedded within a main form, used for repeated or grouped data
Further Information
For creating forms, see Creating a Dynamic Form. For building and designing form layouts, see Building a Dynamic Form.