What can I do in the Start Form?

What is the start form and how do I use it.

The start form is an optional, but super handy way to provide and/or collect information before a workflow is started.

What can it do?

• It can provide context about the workflow
• It can provide instruction to the workflow starter
• It can capture information being requested prior to the workflow being started, this information can be used in the workflow tasks
• It carries the logic of who the workflow is being started for (self or other)

• If the workflow starter needs to provide information in order for the following tasks to be actionable
  • Think: Expense reimbursements 
    • Employee provides expense amount, upload of receipt, date of purchase, etc. 
      

       These items will be created into fields. To learn how to create fields click here

• If the workflow starter is requesting something and needs to provide more details
  • Think: Equipment requests, Religious Accommodation requests
    
    • Employee asks for equipment items, amount, model, etc. 

• If the workflow starter is a team member and no other tasks are for them
  • Think: Anonymous Suggestion Box 
    
    • They simply provide their information on the start form and be done! Easy breezy.

You’ll see where you can customize your start form in step 2.

A start form that has information and fields in it will look like this when a workflow is started:

A start form that is left blank will simply show the workflow description and look like this when it is started:

A start form that is left blank, but the workflow starter is a Full Access Admin or has permission to start for others, it will look like this when it is started:

For additional questions on the start form please email us at help@goco.io 💚

Published 11.8.2023