Enterprise Form Widget with Review Workflows
Beyond simple data collection
The most sophisticated form widget available, featuring built-in review workflows, cloud autosave, advanced notifications, and enterprise-grade security. Perfect for mission-critical data collection.
Quality Control Form
Needs UpdatesEnterprise-Grade Form Features
More than just a form - a complete data collection and approval system
Review Workflows
Built-in multi-step approval process with field-level feedback and role-based permissions
- Multi-step review before submission
- Field-specific reviewer comments
- Role-based permissions for submitters and reviewers
- Complete audit trail of all changes and approvals
Cloud Autosave
Intelligent draft management with cloud storage and configurable save intervals
- Manual or interval-based autosave
- Cloud storage for cross-device access
- Custom draft naming from form fields
- Recovery from unexpected interruptions
Advanced Notifications
Flexible notification system with email and in-app delivery options
- In-app notification center integration
- Email notifications with custom templates
- Custom notification messages for each workflow step
- Configurable delivery preferences
Display Modes
Flexible form presentation options for any portal layout
- Modal overlay for existing pages
- Embedded directly in page content
- Configurable modal sizes and layouts
- Custom form styling and branding
Built-in Review Workflow System
The only form widget with enterprise review workflows built right in
Submit for Review
User completes form and submits for review instead of direct submission
Reviewer Feedback
Designated reviewers provide field-specific feedback and request changes
Resubmit Changes
Submitter addresses feedback and resubmits the updated form
Final Approval
Reviewer approves changes and submits data to Smartsheet
Smart Notification System
| Event | Message | Recipients | Delivery |
|---|---|---|---|
| Submitted for Review | New form submission needs your review | Reviewers | Email + In-App |
| Needs Updates | Your form needs updates before approval | Submitter | Email + In-App |
| Resubmitted | Updated form is ready for re-review | Reviewers | Email + In-App |
| Approved | Your form has been approved and submitted | Submitter | Email + In-App |
| Feedback Added | New feedback has been added to your form | Submitter | In-App |
Comprehensive Configuration Options
Fine-tune every aspect of your form widget's behavior and appearance
General Settings
- Form title and description
- Display mode (modal vs embedded)
- Form layout style
- Success and error messages
- Redirect URL after submission
Review Workflow
- Enable review and approval process
- Submitter role permissions
- Reviewer role assignments
- Custom workflow messages
- Notification delivery preferences
Autosave Settings
- Storage type (local vs cloud)
- Save method (manual vs interval)
- Save interval frequency
- Draft naming field selection
- Expiry and cleanup settings
Styling & Branding
- Custom CSS and classes
- Button text customization
- Theme color overrides
- Modal size and positioning
- Element-specific styling
Perfect for Mission-Critical Data Collection
Where data quality and compliance matter most
Quality Assurance
Inspection forms that require supervisor review before final submission to ensure quality standards are met.
Financial Approvals
Expense reports and budget requests that require multi-level approval with complete audit trails.
Regulatory Compliance
Documents that must meet regulatory standards with mandatory review and approval before submission.
Built for Enterprise Requirements
The Form Widget includes enterprise-grade features that ensure reliability, security, and compliance for mission-critical data collection.
Data Security
End-to-end encryption with enterprise-grade security standards
Validation Engine
Advanced validation rules with custom error messages
High Performance
Optimized for large forms with hundreds of fields
Disaster Recovery
Automatic backups and draft recovery capabilities
Form Widget Configuration
Transform Your Data Collection Process
Stop settling for basic forms. Get enterprise-grade data collection with built-in workflows, compliance features, and advanced security.
Review workflows • Cloud autosave • Advanced notifications