Build Custom Forms
Solve all of your data capture needs with Nexus Forms
Completely customizable to your needs
A comprehensive library of form tools at your fingertips
Create any type of form you need to suit your business with ProWorkflow Nexus' Custom Forms.
- Automate project creation based on input
- Receive and review project requests
- Capture data on existing Projects
Project Intake Forms
Automate project creation
Project Intake Forms allow you to create custom forms to intake data, with triggers configured by you to automatically create projects based on that data upon form submissiom.
- Create public forms or require a login
- Intake client data, or input from your staff
- Set actions to pre-determine all aspects of your projects based on the form submission
Review project requests
Ensure complete control over project creation
Custom Project Requests allow you to review form submissions before they are turned in to live projects. This adds an extra layer of consideration between capturing information in the form and allowing that information to become a project.
- Control your workload by controlling what Projects are added to it
- Review internal and external requests
- Decide what information is important to you
Update & capture
Use forms to add data to existing projects
With Project Capture Forms you can use custom forms to add data to an existing project, allowing you to capture information and make updates in real time.
- Survey staff or clients
- Capture ongoing compliance information
- Check on project productivity
Customizable to your needs
You control every aspect of your forms
Choose the questions that are asked, how they can be answered, and what those answers mean for your Projects. At every step of the way you’re in complete control of your data and how it impacts your workflow.
- Ensure important fields are filled out by making them required for submission
- Choose to hide fields, contingent to other form responses
- Stay in control of who can see your forms
Learn more
Read about how ProWorkflow is enabling its customers to achieve more in their businesses with streamlined workflows
Frequently Asked Custom Forms Questions
What type of fields can I add to a form?
From contact information to addresses, dates, single choice, multi-choice, question matrixes, and more, we have almost every type of form field you could ask for available!
Can I control who can fill a form out?
Absolutely, like everything else about Custom Forms, you are completely in control of who can fill out your form. You can choose to have your forms locked to only staff members who can log in, clients who can log in, or choose to make your forms public.
When should I use a Request vs. an Intake form?
Project Requests should be used when you want to have an extra step of review between the form and the creation of a project. Project Intake Forms are used when you want to automatically generate projects from the data captured on the form.
How do Custom Forms help my workflow on existing projects?
Our Custom Form feature “Project Capture Form” allows you to link forms for submission to active projects. These forms can be used to capture information that is important to the project – updates to ongoing work, compliance checklists, client surveys – any information that is important to your project.
Can my staff capture information on behalf of clients?
Yes! Custom forms can be filled out for the person submitting them, or for someone else. If your staff are filling out a form on behalf of a client, they can enter the client’s name and details and the form will automatically map to their client profile. Is your staff filling out a form for a new client? No problem at all, our system will automatically create a new client profile upon form submission.
How do I enable Custom Forms on my ProWorkflow account?
Custom Forms are an Advanced Plan feature of our Nexus platform. If you’re already a ProWorkflow customer and you’d like to talk about upgrading to an Advanced plan, or switching to Nexus, please reach out to our Support team at [email protected]. New clients please start a trial account or contact our Sales team at [email protected].
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