ProcessPro

Dashboard widgets, dark mode, permissions, submission layout, and preview title.

Dynamic Forms — Additional Features

Organise and filter dynamic forms using tags.

Tag Dynamic Forms

Export completed form submissions as PDF documents with full details and workflow history.

Exporting Form Submissions as PDF

Review, approve, reject, comment on, and reassign form submissions in the workflow.

Approving and Rejecting Form Submissions

Fill in, save progress, and submit dynamic forms linked to process activities.

Submitting a Dynamic Form

Configure show/hide rules, text validation, and conditional logic in form fields.

Adding Business Rules to Dynamic Forms

Create, reorder, and use shared option lists across dynamic forms.

Dynamic Forms: Managing Shared Option Lists

Preview your dynamic form, verify the title, and test validation rules before publishing.

Previewing and Testing a Dynamic Form

Add repeatable sections to your dynamic forms using repeater fields.

Dynamic Forms: Create a Repeater Field

The form details include the form ID, name, type, owner, author, tags. Except for the ID, these can all be configured.

Dynamic Forms: Form Details

Drag and drop, resize, and reorder form fields on the Dynamic Forms canvas.

Building a Dynamic Form

How to create a new Main Form or Sub Form in ProcessPro Dynamic Forms, including SmartFlow AI generation.

Create a Dynamic Form

Learn about Dynamic Forms in ProcessPro — a flexible form builder for capturing structured data within your processes.

What are Dynamic Forms?

Export various settings summary tables to PDF, CSV or Excel

Export System Settings Data Tables

A summary of all users within a company can be viewed and exported

User List

Company setting to block the publish/review/approval request from starting when any of the required roles are not assigned to users

Block Unassigned Roles

The Software Systems feature provides a simple, central place to see all the software an organisation uses and the associated costs, users, objects, stakeholders and roles.

Software Systems Explained

How the system calculates annual costs involved with each software system.

Software System Costs

When creating a process, the default number of activities can be configured at the company level.

Default Seed Activity Count

Set whether tasks and notifications are sent to users via email and/or Microsoft Teams

Set Company Communication Preferences

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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