- Form library overview
Learn how to navigate the Form library, create and import forms, and configure user roles and permissions.
- Create a new form
Learn how to create and configure new forms in Nutrient Workflow Automation, including naming, categorization, and working with form tabs.
- Create form questions
Learn how to design and customize forms using sections, containers, and various question types in Nutrient Workflow Automation.
- CSS styling
Discover how to create stunning forms in Integrify with just a few clicks! Follow our simple guide to copy and paste CSS styles for the latest version of Workflow Automation, ensuring your forms look professional and inviting. Check out the custom CSS tutorial for detailed steps and tips to optimize your form design.
- Edit form questions
Discover how to edit form questions using the Form Question Editor. Explore settings, validation, and more for a seamless form-building experience.
- Populate forms using AI
Learn to use the AI Data Extraction question type to extract information from a PDF and automatically populate Workflow form fields using AI.
- Generate forms using AI
Generate form structures using natural language with Nutrient Workflow Automation’s AI form generator. Supports Claude and OpenAI. Premium feature.
- Contact search question
Learn to limit contact search results to specific groups for streamlined approvals. Optimize user selection with step-by-step guidance.
- Form preview and editor
Learn to preview and edit forms efficiently. Discover field validation testing and enhance page load performance for better user experience.
- Form rules (show / hide)
Learn how to implement form rules to show or hide fields, add conditions, and perform calculations effectively for better user experience.
- Calculations in forms
Learn to set up dynamic calculations in your forms to display totals in real time, enhancing user experience and data management.
- Import and export forms
Learn to import and export forms in Workflow Automation while retaining all functionality.
- Form templates
Learn how to create, use, and manage form templates in Nutrient Workflow Automation, including exporting and importing templates.
- Using grid questions
Use grid questions to create structured tables for user input in forms. Configure columns, rows, and data types.
- Importing and exporting grid data
Import data from spreadsheets, CSV files, and tables into grid questions. Export to CSV format. Includes workflows and troubleshooting guidance.
- Set up a Request Record
Learn how request records enable continuous updates and seamless incident management through streamlined form management. Discover best practices now!
- CSS styles in forms
Learn how to use CSS to personalize forms with our step-by-step guide, sample code, and prebuilt templates for effective customization.
- Developer Form
Unlock design control with the Developer Form task. Create tailored HTML forms using JavaScript and CSS, plus download our sample template to start.
- RESTful Data Elements
Integrate external APIs into your workflow forms. Make HTTP requests, process responses, and populate form fields with retrieved data.
- Calendar field
Learn to configure calendar fields in forms, enabling easy date selection and validation, and enhancing user experience with effective guidelines.
- Adding attachments to forms
Master the process of adding attachments in forms. Follow our simple steps to enhance user experience and streamline document sharing.