Dynamic Form Templates

Dynamic Form Templates

PulseFlow › Admin
Admin & Builder

Dynamic Form Templates

Manage reusable form templates under Workflow › Dynamic Form Builder — pre-built forms for common scenarios like Exit, Leave Approval, and Vendor onboarding.

Before you start
  • You have a form that will be reused by many departments or processes
  • You want a templated starting point that is quick to clone
What you'll achieve
  • A library of named, reusable templates
  • A clear Individual vs Vendor distinction

Where templates live

Navigate to Workflow › Dynamic Form Builder. You see a table of templates with columns Dynamic Form Template, Form For, Required, Status, and Action.

On this screen
Common seeded templates include: <em>Employee Exit Form</em>, <em>Leave Approval</em>, <em>Resignation Acceptance Form</em>, <em>Employee Clearance Form</em>, <em>No Due</em>, <em>Vendor Template</em>, <em>Accounts Team Clearance</em>, <em>DOR Creation Submission</em>.

Create a new template

1
Click Add New
The Add New button opens the create modal.
2
Name the template
Enter a descriptive Dynamic Form Template name.
3
Pick the audience
Set Form For to Individual (for employees) or Vendor (for suppliers/vendors).
4
Mark as Required
Toggle Required if this template must be completed as part of a larger process (e.g. exit clearance).
5
Create
Click Create. The template appears in the list with status Active.

Individual vs Vendor

FieldWhat to enterRequired
IndividualTemplate is filled by employees. User context is the submitter.No
VendorTemplate is filled by a vendor outside the company. Routing and permissions differ.No
Frequently asked
Is a Dynamic Form Template the same as a Process Builder form?
They are related but distinct. Templates are reusable shapes for common processes; Process Builder hosts live forms. Templates can be promoted into live forms.
What does Required mean here?
Required templates must be completed as part of a compound process — e.g. all “Required” templates in Exit must be closed before the exit is final.
Can vendor templates use System Attributes?
Yes, if the external system exposes vendor-scoped data in its attribute category.

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