Workflows

Electronic forms

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Electronic forms

Records can be filled out through a form view rather than a spreadsheet-style grid, useful for structured intake, requests, or any process where you want a guided, field-by-field entry experience.

A grid is efficient for scanning many records at once, but error-prone for data entry. A guided form reduces mistakes for anyone filling out a request, intake or application, especially people who don't work in the system every day.

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