Workflow

With NestForms Workflow, manage tasks efficiently by automating processes and ensuring smooth data collection from start to finish.

Team collaboration

Task Assignment

Task Assignment
Assign tasks to individuals or groups

Live Sharing

Live Sharing
Share live responses across locations

Progress Tracking

Progress Tracking
Track who completed which step

Team Collaboration

Team Collaboration
Collaborate on audits or site reports

Approval processes

Approval processes

Seamless task progression

Build multi-step workflows by connecting forms together. As soon as one response is completed, automatically open the next form in the sequence - ensuring no step is missed.

Conditional form actions

NestForms lets you configure logic-based triggers—automatically open another form, update response status, or send a notification based on how users answer. 

These actions help reduce manual tasks and guide users through the correct steps. Whether you're managing audits, sign-offs, or follow-ups, smart triggers keep everything flowing.

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Dynamic fields

  • Set triggers for specific answers
  • Show relevant follow-up fields only
  • Automate internal alerts
  • Save time and reduce manual steps