We have introduced Multi-step Form Templates to help you get started quickly with workflows. These pre-built templates provide structured, best-practice workflows for common service scenarios, saving you time and ensuring consistency.
Quick Start Templates
You can now choose from a library of professionally designed templates when creating a new multi-step form. Each template comes with:
Pre-configured steps and navigation
Standardized form fields
Built-in conditional logic (where applicable)
Optimized layouts for agents and end-users
Available Templates
1. IT General Request
A comprehensive workflow for handling general IT inquiries.
Key Feature: Conditional logic routing based on request type (Hardware vs. Software vs. Other).
Use Case: One-stop form for all IT-related issues.
2. On-boarding Workflow
A structured process for welcoming new hires.
Steps: Basic Details → On-boarding Details → Additional Info.
Fields: Includes new hire name, title, start date, location, and supervisor details.
3. Offboarding Workflow
A standardized exit procedure for departing employees.
Steps: Employee Details → Off-boarding Specs → Final Checks.
Fields: Covers termination date, department, and supervisor verification.
4. Hardware Request
A focused workflow for equipment provisioning and repair.
Steps: Issue Description → Reasoning → Additional Notes.
Use Case: Streamlines laptop, monitor, and peripheral requests.
5. Application Request
A smart form for software access and licensing.
Key Feature: "Known App" logic – asks for specific application name if the user knows it, otherwise guides them to describe their needs.
6. Blank State
A clean slate for building completely custom workflows from scratch.
How to Use
Create Custom Form: Click on "+ Add Form" in the Custom Forms section.
Select Template: A new modal will appear displaying the "Quick Start Form Templates".
Preview & Choose: Click on a template to see its description, then select "Use Selected Template".
Customize: The template will load into the Multi-step Builder, where you can add, remove, or modify fields and logic to fit your specific needs.
We've introduced a suite of pre-built multi-step form templates to streamline your workflow creation process. This update eliminates the need to build complex forms from scratch, allowing you to launch standardized, best-practice forms for common scenarios in seconds.