What is Workflow?

Workflow is a powerful feature that allows an organization to move inefficient processes over to mobile devices. A user can start filling out a GoCanvas form and then pass it along to a colleague who either needs to review the data and/or fill out another section of the form. If necessary, you can allow the second user to reject it back to the original user with comments. Push notifications notify users each step of the way. Your account must be on the Professional plan or above to have access to Workflow. 

Why Workflow?

Paper forms are especially slow to move around an organization, especially when they are being filled out by mobile workers who are out in the field, in other offices, or working from home. Emails lack functionality to capture signatures, GPS coordinates, conduct calculations, and more. Workflow from GoCanvas is a highly customizable transition tool that accommodates virtually any internal process you're looking to streamline.

When you need to transition a form from one users to another, you'll create a "handoff." You can insert as many handoffs as you need, whenever you need to inside of the form. At each handoff, you will configure who you want to route your data to next. You can force it to go to one specific user or allow your user to choose from a list of users that you specify.

You can also create logic within the form so that the handoff routes to a user based on data that has been captured already. For example, if there is a major violation of safety rules captured during an inspection, you could trigger a Workflow to route it directly to a supervisor. The supervisor would receive a notification on his or her device and could immediately take action to address the situation. 

Learn how to configure Workflow.