Forms & Data Capture

Capture and validate user input with the forms engine, conditional logic, custom forms, query views and line items.

Forms — How ActiveManage generates a form from a datastore, and the validation and submission behaviour you can layer on top.
Dynamic Add Fields — Letting somebody add another set of the same fields on a form, and configuring what appears each time.
Conditional Forms — Showing and hiding fields based on answers, making fields required conditionally, and keeping rules manageable.
Custom Forms — Build a bespoke form when the generated layout is not what you want, choosing the fields, layout, styling and destination.
Custom Query Views — Saved queries built in the Query Builder — what they store, their row actions, and the important caution about them.
User Input Views — Multi-stage request and approval processes with their own stages, field visibility rules, reminders and reference numbers.
Line Item Builders — Building lists of lines against a record — orders, quotes and invoices — with subtotals and grouping.
Assessment Instruments — Versioned assessments — risk assessment, file review, supervision, appraisal, safeguarding triage — that score to a band and never re-score themselves.
Electronic Signatures — Request a signature over a document, with signer roles, provider adapters and optional identity assurance before the ceremony opens.
Managing Requests — Run user input view requests day to day: the request list and its tabs, a request's progress page, Expiring Soon, the Process Inspector and approvers' links.
Answer Flags — Flag a request when an answer matters, tell the right person, route or hold it, and clear flags and release holds once reviewed.
Application Windows & Shortlisting — Accept applications only during dated rounds, queue and shortlist them, cap places, and run first-come-first-served rounds for placements.