Multiple forms for each Activity type can be displayed depending on the user’s requirements.
- Sales rep users filling in a Store audit form on-site, require a longer form than managers do. Segment the form displayed based on the user’s profile.
- A certain response on a customer feedback form may warrant additional details, while other responses do not. Define additional pages that pop up conditionally, based on previously entered values.
The forms are easily created and segmented using the Activity Forms tab and the Workflows.
The Activity Forms tab includes the default Activity Form, Activity Planning Form and the PDF layout form, with the ability to add as many additional forms you need to be displayed only when the required status is reached.
You may also create different forms per profile, and display them accordingly - see example below.
In the example above, additional versions of the Store Audit form such as Manager Audit, Standard Store Audit and a Store Audit Dispute form were added.
The Activity begins on the Standard Store Audit form, and then depending on the role of the user may continue to the Manager Audit form. If the dispute box is checked by the user on the Manager form, then the Dispute Form will be displayed. If it is not checked, it won’t be displayed and the Activity Workflow ends.
To select a form to display for a Status in the Workflow click on the new edit button inside the status box:
Select the form to display for this status:
To segment forms by Profile toggle the Workflow to the “Table” view and assign each profile the actions relevant to it. Profiles without access to certain actions, will skip that step in the workflow and transition to the next assigned action.
In this example, the Rep starts with the Standard form, however does not have access to the Manager Form action, and will skip directly to the Dispute Form if it is indicated as required - if not the Workflow will proceed to Email Notification.
See - Profile Based Workflows for more information.