Planning Digital Forms and Workflows with Droplet

Wherever you are in your journey from using paper to digital forms, we will partner with you to implement the most efficient and optimized forms and workflows for the data you need to collect and use. Paper W-4 Form and W-4 Form on the Droplet platform Building forms in the Droplet platform provides an opportunity to intentionally re-evaluate and simplify your existing systems, saving your users time and reducing effort as they complete and process forms. Our team will focus on two parts of form building as we build your forms, the layout and who interacts with it.

View or download a PDF of the newest version of the Planning Digital Forms and Workflow Guide here:

Glossary of Terms Related to Digital Forms on the Droplet Platform

Form: A collection of structured inputs or fields that someone enters information into. Forms collect data that is then stored in Droplet’s Application for you to use and reference.

Input or Field: What the user interacts with on a form as they enter information. Types of inputs or fields are text, tables, dropdowns, checkboxes, radios, document uploaders, etc. 

Layout: The different groupings of inputs or fields the user sees at each step of the workflow. 

Submission: When a user fills out a form, they will find a Submit button at the bottom to press, completing their part in the process. This submission contains all of their information and progresses the form to the next step of the workflow. We sometimes refer to this as a submission toward a form.

Workflow: A collection of steps set up in a pathway that the submission will follow each time someone presses submit or reject. Workflows assign to one user at a time and progress linearly. 

Step: One part of the workflow pathway. Each step can have a unique layout that the assignee will see and interact with.

Notification: An email sent at a certain step in the workflow that can include a read-only link to view the submission.

Assignment Email: An email alert or request sent to the assignee of a workflow step that includes a link to take action on the submission.