You can require users to complete one or more forms by linking the forms to a workflow task. You can use forms to ensure compliance guidelines are met or to simply collect more information during the review process.

When designing a form, you can add different types of questions. For example, you could ask users to write a short answer, enter a date, or select an answer from a list. You can also decide which questions are required and which questions are optional.

Let’s look at a few reasons you might want to use a form.

  • Ask the user to specify a date of an event that occurs outside of the Blue Relay workflow, such as dispatching a purchase order to a vendor.
  • Ask the user to upload a supporting artifact, such as a new logo file to be used for PDF document design.
  • Remind users to look at specific areas of the document, such as ensuring the table of contents matches the document sections.
  • Ask compliance questions that require Yes/No (or Approved/Declined) answers, especially when you anticipate that a document will be reviewed by multiple users who may submit different answers.
  • Collect additional data as part of the review process.