Proposal management

Evaluating and processing proposals is an important part of turning the proposals into practice.

The process of evaluating proposals can be defined in the workflow. You can add as many different statuses as you want to the process.

You can also define the necessary activities in moving forward in the workflow. Form groups can be used to facilitate the decision-making process and you can make it a mandatory part of workflow.

You can request an evaluation for a form group, and make the proposal to move to a specific stage in the process automatically once the form is completed. It can also be specified that filling in the form is a mandatory part of the workflow, in which case the form must be filled before the proposal can move to a certain status in the process.

This is how you define the decision-making process using forms

  1. Go to a channel.
  2. Click on a proposal's name.
  3. From the bottom of Manage menu on the right, click + Add form.
  4. Enter a name for the form and drag the fields you want to the form.

    create a form
  5. Next, set the Form Settings.
    form settings
  6. Form submit action: Select whether you want the status to change automatically after filling in the form, and what is the status status after filling. For example, a proposal with a in progress status can be automatically changed to approved status after filling a certain form.
  7. The form can also be set as a requirement to move forward in the process. In this case, under Required for statuses, select the statuses for which you the form filling to be required.

💡Read more about form settings here: Form settings

Decision making process using a form group

You can combine forms into form groups. You can make your own form group for decision making, which includes, for example, a form for approval and a form for archiving. The user can therefore decide which form fills in, and that way decide to which status the proposal will move in the process.

For example, you can make your own form for archiving a proposal and another form for approving the idea. In order to move in the process, you need to fill in the information in one of the two forms. Once one of the forms is filled, the proposal will turn to archived or approved.

You can use a form group to define the decision-making process as follows:

  1. Click on the title of the idea on the channel.
  2. Click + Add form group in the Manage menu.
  3. If you have already made forms for decision making, drag them to the form group, name the group and click Save. One of the forms could be Archived and another Approved.
    1. If you have not created the forms yet, click + Add new form.
    2. Add the required fields to the form and finally click Save.
  4. If you want to add automation to the process, in the Form submission action settings, specify the status to change as you wish. Also, set a requirement to submit a form to move to a specific status, if you want.
  5. Drag the forms you created into the form group and enter a name for the form group.
  6. Finally, click Save.

You can request a task to complete a form group, or you can fill out a form by clicking the proposal, choosing a form from the Manage menu and then filling in and submitting it.


💡 Read more about form settings here: Form settings