🚀 Sorwe FormBuilder: Form Creation, Publishing, and Tracking System
With Sorwe’s newest feature, FormBuilder, you can finally say goodbye to paper forms, email traffic, and manual process tracking! 🎉
Digitise your company workflows in minutes and transform all your data collection cycles into a modern, fast, and effortless structure.
✏️ Easy Form Creation
Prepare any form you need in just a few minutes with the drag-and-drop editor in the Sorwe Connect Panel.
Text fields, multiple-choice questions, image and file uploads, signature/approval, employee selection, and much more…
🔄 Dynamic Approval Flows
Add multi-step automated approval mechanisms to your processes.
Requests submitted by employees are automatically routed to the relevant managers based on the workflow you define. ⚡
📊 Real-Time Tracking & Reporting
All submitted forms, responses, and approval statuses can be viewed on a single screen in the Connect Panel.
You can export data to Excel and quickly access forms waiting for HR approval.
Employees also receive automatic notifications when a form is published, submitted, or approved. 🔔
📂 Start Instantly with Ready-to-Use Templates
No need to start from scratch! 🎯
The FormBuilder library includes ready-made templates such as:
Company Car Usage Form
OHS Incident/Accident Report Form
Expense Claim Form
Equipment Request & Delivery Form
Customer Visit & Meeting Form
Flexible Working Notification
Event Participation Form
How to Create, Publish, and Report Your Form
To access FormBuilder from the Sorwe Admin Panel, go to the Marketplace section first. Then click on the “Sorwe Process Apps” tab in the left menu, and select FormBuilder > Go to App from the list.
If the “Go to App” option is not visible in your account, click the Details button on the application card. From the screen that opens, select “Try it!” to request a demo.
⁘ To set how the form field will appear to employees, click the Edit button on the relevant field.
⁘ To get started, click the “Create Form” button in the green box located at the top right of the screen.
⁘ On the screen that appears, click the “Create Form” button to build your own form.
⁘ Alternatively, you can quickly get started by choosing one of the 7 ready-made templates prepared for you.
⁘ Enter a name for your form.
⁘ If you wish, you can add a description to help employees better understand the purpose of the form.
⁘ From the field types on the left side of the screen, you can add any item to your form by clicking the + button or by dragging and dropping it into the blue workspace.
⁘ After adding a form field, you can configure all its settings through the editing panel that appears on the right side.
⁘ After completing the structure of your form in the first step, proceed to Step 2: “Target Audience & Flow Settings.”
⁘ In this step, you can define which employees the form will be published to, how the approval process will run after submission, whether employees can submit the form multiple times, and whether managers can view their team’s forms.
⁘ In Step 3, you can save your form.
At this stage, the form is saved as a draft and is not yet shared with employees.
⁘ In the Form Creation Management area, you can edit your drafts as needed before publishing them.
⁘ Once your form is finalized, you can share it with employees using the “Assign to Teammate” button.
⁘ During publishing, you can choose whether or not to send a notification to employees before completing the process.
