Workflows vs. Workflow Forms
Note: Workflows Step logic & Approvals is included on any account that is on a Suite and Suite Teams+ plan, as well as if you've purchased the Workflows Pro Add-on. If you're interested in purchasing the add-on or have additional questions around trying out these features, please
contact our sales team for more info.
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Capability
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Workflow Forms
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Workflows
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Fields Supported by Conditional Logic
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- Dropdown
- Radio
- Checkbox
- Numbers
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- Short-answer
- Long answer
- Name
- Address
- Email
- Phone number
- Date
- Dropdown
- Radio
- Checkbox
- Number
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Fields Supported
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- All fields except for credit card and event fields
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All fields supported
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End users can be sent back a step
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Yes
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Yes
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End users can be sent back to the first step
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No
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Yes
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Can edit information on a previous step
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Yes (except for step one) has to be someone assigned to a step
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*Yes (all form steps) assignments for updating can be set based on a mapped field
When going back to a previous Form step, the submission can be set to prefill previously submitted data (overlaying any mapped data) or loading a fresh Form step (with only mapped Form data).
When going back to a previous Form step, the submission can be set to create a new submission record in Forms
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Submission Record Keeping
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Audit trail on workflow data. Existing information cannot be edited.
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Preserve an audit trail of previously submitted information.
When going back to a previous Form step, the submission can be set to create a new submission record in Forms. This means all previous data submission is preserved for record keeping.
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Group Approvals
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No (only one person can approve a step)
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Yes, anyone from a group of configured emails can approve.
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Steps can be assigned to non-users
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No
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Yes
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Custom Submission / Step Message
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Yes
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Yes
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Redirected after a form step
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Yes
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No
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Custom Assignment Message
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No
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Yes
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Can integrate with Sign from a Form without Docs
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No
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Yes
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See in-progress workflows
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Yes
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Yes
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When deleting a workflow, you get a confirmation message
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No
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Yes
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Can use Payment Field and Product / Event Fields
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No
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Yes
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Bulk Reminders
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Can be done by adding Workflows to a Portal
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Yes
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Consecutive Numbering on Submissions (allows users to easily see the order in which workflow forms were submitted)
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Yes
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No
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Forms Approvals vs. Workflow Approval Steps
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Capability
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Forms Approvals
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Workflow Approvals
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Auto-Approvals
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Yes, you can set up automatic approvals. If you don’t set an approver, but have field logic, the form will be auto-approved.
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Yes - Approval step can be skipped when it is preceded with a conditional logic step with skip ahead action.
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Conditional Logic Supported fields:
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- Dropdown
- Radio
- Checkbox
- Numbers
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- Short-answer
- Long answer
- Name
- Address
- Email
- Phone number
- Date-time
- Dropdown
- Radio
- Checkbox
- Number
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Multiple Approvers
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Yes, but both have to approve in order for a workflow to continue
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Yes - multiple options
- Any assignee from a group can approve (standard assignment feature)
- Any Approver from a group can approve (Approvals feature)
- Approvers can approve in order, with conditional logic to skip approvers (Approvals feature)
- All Approvers must approve to progress to next step (Approvals feature)
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Customize the approval, denial, and confirmation email
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Yes, but Workflows offers a more updated user experience
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Yes
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Use approval to trigger an integration
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Yes, but only certain integrations allow logic -- payments don’t)
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Not at this time
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Bulk insert fields
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Yes
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Yes
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