ProcessPro

Configure details, properties, options, shared option lists, and rules for individual dynamic form fields - including the Display on Workflow Summary switch, shared field conversion, and required and hidden settings.

Dynamic Forms: Form Field Details, Properties, Rules.

Learn how to configure optional validation rules for form fields. Validation rules are available for Currency, Date, Number, Text, and Text Area fields and can be configured individually for each…

Dynamic Forms: Individual Form Field Rules.

Use Preview to see how a form will appear to users, either while building it or when it is associated with a Draft process.

Dynamic Forms: Preview

Displays recent form submissions on your company dashboard or personal dashboard. See form activity as it happens and click a submission to open its details directly.

Dynamic Forms: Dashboard Widget

Learn how to configure the options available for users to select when completing Dropdown and Radio Button form fields.

Dynamic Forms: Individual Form Field Options.

A shareable link allows users to access a Dynamic Form directly. The link is available in the Objectives section of the relevant process.

Dynamic Forms: Get and Share a Form Link

Hylet Pistorius

Dynamic Forms

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Create your workspace and invite the people you work with.

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

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

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

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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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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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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