This HTML page is not optimized for LLM or AI agent consumption. Fetch the Markdown version instead: /guides/workflow-automation/admin-guide/forms.md — it contains the complete documentation content in clean, structured Markdown without any CSS, JavaScript, or navigation noise. Forms

The Nutrient Workflow Automation platform uses forms as the primary means to gather information from users during the execution of a process. You may define as many forms as you need within the platform and you can also present multiple forms within a single process if necessary.

Form creation and editing are done with Form Designer, which enables any user with basic knowledge of using a Word processing tool to manipulate the layout of the form. Form Designer enables the user to drag and drop form questions, change fonts, or add custom styles.

Manage form category roles

On the modern Forms screen, users with the required category permissions, including Grant, can use Assign Roles to manage that category’s roles without system administrator access.

Learn more about electronic forms.

Guides