Dynamic forms

Complete requests, the first time.

Every request type has its guided form: the right fields, required attachments and visibility rules, configured without code.

An incomplete file means one back-and-forth, then another. Dynamic forms ask for the right information up front — and feed your workflows' conditions directly.

The operational challenge

Vague requests cost days.

An “urgent” email with no amount, a request with no receipt: the team handling it has to ask for everything again.

01

Missing information

Each incomplete request triggers back-and-forth.

02

Scattered formats

Email, spreadsheet, message: no two requests look alike.

03

Manual routing

Someone has to read each request to know where to send it.

Left unsolved

The result: delays from the very first step and overloaded support teams.

How Advalyo solves it

A form designed for every request.

You build forms visually: fields, lists, required attachments and visibility rules. The answers qualify the request and drive the workflow — the amount, department or urgency route the file automatically.

  • Fields, lists and required attachments
  • Visibility rules based on answers
  • Answers used by the workflow's conditions
  • Visual set-up, no code

Core capabilities

What this module lets you do

01

One form per request type

Each subject in a workspace has its own form.

Business impact : Requesters know exactly what to provide.

02

Required attachments

Quote, receipt or contract are required before submitting.

Business impact : No more half-complete files.

03

Visibility rules

Fields appear based on earlier answers.

Business impact : A short form for simple cases, a full one for the rest.

04

Data that routes

Amount, department and urgency feed the workflow's conditions.

Business impact : Every request goes straight into the right flow.

Step by step

From form to decision

  1. 1

    The employee fills it in

    A guided form, with the expected attachments.

  2. 2

    The request is qualified

    The answers decide which flow to follow.

  3. 3

    The right approver gets a complete file

    No need to ask for anything again.

Business benefits

The value for your organization

No back-and-forth

Everything arrives right the first time.

Reliable data

Structured requests, so they're comparable and measurable.

Automatic routing

The form decides the path, not a person.

Use cases

Where this module makes the difference

Finance

Expense claims

Amount, category and mandatory receipt, ready to approve.

HR

Certificate request

The certificate type shows only the relevant fields.

Quality

Incident report

Severity, location and photos: the incident is qualified on entry.

Questions about this feature

Do we need to code?

No. Fields, lists, attachments and visibility rules are configured visually.

Can an attachment be required?

Yes. The request can't be submitted without the required attachments.

Do answers affect the flow?

Yes. Amount, department or urgency can route the request to a different flow.

Can a supplier fill in a form?

Yes, through external collaboration: the supplier answers via a secure link, with no account.

Ready to transform how your company runs?

Give us one of your processes. In 48h, we set it up in Advalyo with your own data, so you can judge for yourself.