After creating a process, you may establish it as a public form if you wish to, so that any person with the link to your form can launch your process.
To set up a public form, go to “Process Settings” as shown in the image below.
Once there, click on the tick box below to allow that people from outside your organization can launch your process.
Next, the public form will generate a public URL (See image below) that you can share with all the users you wish to. Simply share the address that appears beneath “Public URL” and you are now ready to let people from outside your organization to launch this process for you.
An HTML code will also be generated (See image below) to embed the public form in any web page, for example, your own website or intranet. Having this functionality, you should not worry any longer about creating the form code from scratch.
In the Free Plan, you will only be able to activate one public form at a time.
Besides, you can add your logo and customize your corporate ID in your public form (See Heading of the Public Form in HTML).
Once you have created and activated your public form, it will look similar to this:
You are now ready to let that people from outside your organization launch your process from a public URL or website.
Usefulness of Public Forms
This feature is ideal for processes involving external stakeholders (customers, suppliers, etc.) that need to be managed individually. With Public Forms you can track every document individually and differentiate their flow.
Some examples are:
Receiving complaints and suggestions
You can publish the form in your website or share it on your social networks to build a direct channel between you and your customers and track their needs.
If your organization wants to recruit new employees, you can share the form to provide an easy way to apply. This will also facilitate the selection process, because you will not receive any more CVs via email.
Requests for Quotation (RFQ)
The customers can select the product/service they are interested in and initiate a RFQ process.
Queries that must be revised 1 to 1
A clear example of this is the insurance industry, whom must provide a form to collect queries from their clients.
Applications to academic programs
Once the public form is completed, the evaluation process begins.
Published on: 08 / 12 / 2017