FlowForma Process Automation Reviews & Product Details

FlowForma is very helpful when it comes to automating forms, applications, and record collection, as well as generating documents. Once everything is built and set up, the flows enable more automation and save a lot of time. Review collected by and hosted on G2.com.

Sometimes the system has glitches, and it can be hard to figure out what’s going wrong or what’s possible to do when something breaks. The flowforma design part can also be confusing at times, especially when I’m trying to set things up the way I want. Review collected by and hosted on G2.com.

The support team are very quick to respond, and all of my tickets have been resolved in a timely manner. Review collected by and hosted on G2.com.

I honestly cannot think of anything I dislike about the system. It is easy to use, you receive responses quickly and the support team are very knowledgeable. Review collected by and hosted on G2.com.

I use FlowForma Process Automation for inputting and reviewing safety information for a construction project, and I've found it very effective. It provides clear and concise information and dashboards, which help me with my tasks. I like the varied processes we can use, and the fact that the information is live, making it easy to access and monitor. I can track the number of safety observations being raised by our team as they upload them, and it speeds up the admin side of collating the information for review. The initial setup was very easy, and overall, I've been very happy with the product. Review collected by and hosted on G2.com.

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We really appreciate the flexibility of FlowForma Process Automation. Even though it's marketed as a no or low code tool, we've been able to push it to its limits by using small amounts of code and integrating it with our other systems. I value the SQL and API functionality that lets us pull information out and push it back into our databases, ensuring everything is audited within both platforms. This provides us with massive flexibility by using all the rules the system offers. Review collected by and hosted on G2.com.

While FlowForma Process Automation is touted as a no or low code system, you really need a bit of coding to do the more advanced things. We're using some JavaScript and regular expressions for more advanced data validation work. Working with the support team at FlowForma, we've been able to achieve these things, though not without a little bit of effort. Review collected by and hosted on G2.com.

I like having FlowForma Process Automation as a one-stop place for all our automated processes. It allows us to have all our processes in one location and includes an approval matrix in the background. I appreciate the ease of creating new processes and having complex approvals when required. We are able to implement a global approval matrix across the company to ensure all approvals are done in accordance. FlowForma's design process is far more streamlined compared to what we used before. The initial setup was incredibly easy and well thought out. Review collected by and hosted on G2.com.

At times the service can be slow and it would be nice to see it improved. Our end users often complain that forms don't load in an expected time frame. Review collected by and hosted on G2.com.

I love how FlowForma Process Automation has made our voucher-based healthcare access program more efficient by automating processes that were previously paper- and fax-based. The automation helps not only our clients but also benefits other nonprofits involved and our staff. Many nonprofits are still dependent on paper, and FlowForma eliminates double effort and data entry issues. I believe having clients complete their registration forms through FlowForma gives them a greater sense of ownership over their health. The switch to this platform has provided us with autonomy and a purpose-built system that works much better than our previous setup. Even though learning to configure workflows takes time, the low-code/no-code nature of FlowForma makes it faster and user-friendly, which I really appreciate. Finally, I love this product and appreciate the great team at FlowForma. Review collected by and hosted on G2.com.

We are learning more about how to configure workflows on our own. This takes a lot of time, but it's worth the effort so we can be more independent and create flows when we need them. Review collected by and hosted on G2.com.

I use FlowForma Process Automation to carry out checks on work equipment and record safety observations in the construction industry. It ensures the equipment is compliant and is easy to use. The interface is intuitive, and the support is helpful, which makes my experience better. FlowForma helps streamline processes that were previously paper-based. Review collected by and hosted on G2.com.

The app can sometimes not open correctly. It sometimes hangs and doesn't open. Review collected by and hosted on G2.com.

Everything is already configured so less time is wasted on coding. Review collected by and hosted on G2.com.

In FF7 it was possible to adjust the CSS file and change the colour of the tiles but in FF8 this is not possible. So while the site itself is our company colour the tiles are FF colours and clash. It is only a visual look but doesn't make it look seamless. Review collected by and hosted on G2.com.

Our experience with FlowForma Process Automation has been incredibly positive. As an NHS shared service working with eight NHS Trusts across the North West London area, FlowForma has been instrumental in standardising our processes. The implementation of FlowForma enabled us to create our first standardised process, significantly improving efficiency and output quality.

One of the key advantages of FlowForma is its integration with various Microsoft functions. For instance, its connection to the Outlook address book using the 'Persons or Group' and 'Get User Profile Property' features has reduced typing errors by approximately 80% when staff input email addresses, especially when assigning steps to different approvers. 

FlowForma's hosting on SharePoint has allowed us to create a central hub accessible to users from all eight NHS Trusts, despite their separate IT networks. This centralisation has simplified access and management. Moreover, FlowForma's flexibility has enabled us to tailor digital forms slightly for specific Trusts when needed.

The support team at FlowForma has been really helpful. Whenever I need assistance, I feel very comfortable reaching out to them.

Overall, FlowForma has empowered our staff to efficiently track and manage their digital forms, enhancing our operational effectiveness. Review collected by and hosted on G2.com.

There are some risks associated with FlowForma Process Automation for organisations or departments handling personal or commercially sensitive information. Since the app is hosted on SharePoint, the list view used to manage forms is accessible to all our stakeholders across the eight Trusts. They have edit-level permissions, which means staff can view and delete other members' forms and edit key functions like email templates. Even if these features are hidden, the 'search my site' function allows access to the backend of the app. Additionally, documents generated by the app and stored in SharePoint folders are accessible to all stakeholders. Review collected by and hosted on G2.com.

i like that flowforma process automation makes things kinda easy even if i'm not super technical. the forms are simple to setup and most things work just by dragging and dropping stuff. it saves a lot of time because we don’t have to chase people for updates, the workflow just moves on its own. also the interface feels clean, so it's not confusing like other tools i tried before. Review collected by and hosted on G2.com.

i dont really dislike much, but sometimes flowforma feels a bit slow when the workflows get bigger. like if there are too many steps, it takes a few seconds to load and that kinda bothers me. Review collected by and hosted on G2.com.