Forms overview

Collect, customize, and organize data to power your workflows.

Module overview

🥚 Forms in Rewst are powerful tools for collecting the right information to kickstart your workflows. In this module, you’ll learn how to build forms with key fields, share them easily, and use parameters to make workflows adaptable and flexible—helping you streamline tasks without extra back-and-forth.

Video (4:49 minutes)

Module summary

What are forms?

Forms collect the information your workflows need to start. Instead of gathering details manually, forms streamline data collection, like capturing a new employee’s name, department, and start date in one step.

Key fields in forms

Forms use different types of fields to collect data:

• Text fields for names or notes.

• Date fields for deadlines.

• Dropdowns for set options.

Using the right fields ensures your workflows receive clean, organized data.

How forms and parameters work together

Forms collect core information, while parameters customize workflows based on that data. For example, a form might gather a customer’s details, and a parameter like ReminderDate allows you to set a specific follow-up date on the fly.

Why forms matter

Forms kick off workflows with the right data, reducing delays and back-and-forth. Paired with parameters, they make workflows adaptable and reusable across different scenarios.

Practice activities

• Think of a process you frequently handle that requires gathering information—like onboarding a new client or requesting approval for a task. Write down the key details you’d need to collect and consider which fields (text, date, dropdown) would best capture that data. This will help you start thinking about how forms can simplify data collection in your workflows.

• Take the forms overview knowledge check:

Forms overview knowledge check

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