Collect leads, reports, or any activities easily with Hailer web form
You can create an online form from any Hailer workflow or a dataset. Go to your workflow or dataset settings and to the Social tab
Check the box "Enable web form"
A link to the Hailer form will be automatically generated below. You can copy it and use where ever needed.
The form shows all the fields you have defined for the first phase of your workflow. You can set them as "Required" from the settings "Fields" tab and check the required box, in all required fields.
Note; the form cannot show the user or team fields. So avoid using these in the first phase.
With the Hailer forms you can easily collect input or data from external stakeholders.
Advanced settings
From the web form advance settings, you can change the form colors to match your brand, manage the process owner. You can also define who will be automatically added to the new activities (that are created by submitting the form) from the Followers dropdown.
Allow listing activities produces a drop-down of linked activities.
Enable form messaging will open up a chat channel with the submitter. When the form has been submitted, and Hailer activity created, a link to the messenger is provided. The submitter can follow the progress and discuss anonymously with persons handling their activity. The submitter will communicate via a webpage and does not need to register as a Hailer user.
Do you need to send e-mail notifications when the form is submitted? Read how