Web-forms connect your public facing website with your Actionstep system, and allows you to quickly and easily create forms that will post data directly into Actionstep. The submitted records are posted into a safety zone first to allow you to review the information before creating actions from them.
Each Web-form is linked to a specific action type and can display fields from the parties and the custom data defined for that action type.
Web-forms can be used for all sorts of data capture requirements. Common examples include sales inquiries, "contact us" pages, survey results, and support requests.
Web-forms remove the technical barriers to linking your website to your production system. No technical knowledge is required. All you need is the appropriate permission in Actionstep and an access to your website content management system.
Creating a Web Form
Testing Your Web Form
Adding the Web Form to your Website
Reviewing Submitted Data
To hide Webform menu items and notifications go to Admin>Permissions>Menu Permissions>Actionstep_Main_Menu>and uncheck the box below "webforms" for the corresponding system role.