Use cases
For forms that stop being “just a form”.
Each use case shows the form, the stages your team moves entries through and the automations around it.
Requests and approvals
Travel requests
A travel request form that estimates the trip's cost, asks the budget holder to approve anything over £1,000 and hands the trip to the travel desk.
Read the use casePurchase approvals
A purchase approval form with line items and a calculated total that routes each request by spend limit to budget holders, finance and directors.
Read the use caseReturns and claims
A returns and warranty claim form that collects order details and photos, routes each claim through triage and lets customers check progress by link.
Read the use caseOnboarding
Client onboarding
Collect companies, contacts and documents, move each onboarding through your team's stages, and hand structured answers to another system.
Read the use caseEmployee onboarding
An employee onboarding form for hiring managers, with HR, IT and facilities stages, an equipment list and reminders timed from the start date.
Read the use caseSupplier onboarding
A supplier onboarding form for due diligence that collects company, insurance and bank details, scores risk, routes approval and hands off to finance.
Read the use caseSales, quotes and payments
Accountancy quotes
A quote form that adapts its questions, prices bookkeeping, accounts, VAT and payroll as people answer, and hands each enquiry to an adviser.
Read the use caseEvent registration
An event registration form that books several attendees at once, prices each place from a data table and takes payment through Stripe Checkout.
Read the use caseLead qualification
A lead qualification form that scores each enquiry, shares sales-ready leads between reps in turn, chases first contact and hands leads to your CRM.
Read the use caseApplications and assessments
Application review
Collect applications with conditional questions, move each one through review and approval stages, and keep the questions behind every response.
Read the use caseRisk assessments
Build a scored risk assessment form that weights each answer, shows the project lead their risk level, routes high scores to review and emails a PDF.
Read the use caseOrganisations, names and figures are fictional. The processes reflect real operational work.
Choose the right approach
Where FormWork fits.
Pick the simplest tool that handles your rules and your process. Sometimes that isn’t FormWork.
A basic form builder
Right when
You collect answers and read them in a list or a spreadsheet.
Trade-off
Rules, reviews and handoffs happen by hand, outside the tool.
FormWork
Right when
Answers drive prices, paths and decisions, and your team works each entry through stages, owners and approvals.
Trade-off
You configure it rather than code it, inside FormWork’s model of forms, stages and automations.
A custom application
Right when
The interface is unusual, or you must control the whole deployment.
Trade-off
You build, host and maintain everything, including the parts FormWork already does.
Compare form platforms, read the build-or-buy guide, see what FormWork does, or talk through your process.