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Workflows and logic
Route forms, automate field behavior, and manage workflow steps.
What is a Master Form in PlatoForms?
Learn what a Master Form is in PlatoForms and how it works with multiple PDFs.
Read MoreHow do I auto-calculate a total score based on user selections?
Learn how to auto-calculate a total score in PlatoForms using conditional logic — works with Choice, Dropdown, and Text Input fields.
Read MoreHow to add pre-application questions and set conditional navigation
Learn how to set up conditional navigation in web and PDF forms using pre-application questions to filter applicants before they proceed to the full form.
Read MoreHow to set up signature certificates for Workflow Steps?
Learn how to set up signature certificates in Workflow, including linking email for the first step and using internal settings for subsequent steps.
Read MoreCan my online form calculate my customers' age
Learn how to calculate your customers’ age on an online fillable form by using PlatoForms' Text Input fields and conditional logic to automate age computation.
Read MoreHow to pre-fill data in a form before sending it out
pre filled form data, reduce customer input, PlatoForms pre-filling options, pre filled form feature, initial value in Text Input fields, save for later feature, convenient form filling, minimize customer effort, form customization, customer-friendly forms.
Read MoreCan I obtain a signed certificate through a PlatoForms workflow
Can I obtain a signed certificate through a PlatoForms workflow
Read MoreHow to reuse fields on PDF
Streamline form filling, efficient data entry, field duplication, data copy, form enhancement, simplified form completion, field copying.
Read MoreCan the form auto-fill details based on specific input
Automate data entry, data input automation, auto-fill form fields, input automation process, automate form population, form auto-population, data auto-populate, input-triggered automation, input-based data automation, dynamic form, populate fields from input, streamlined data entry, auto-sync form data, form response automation, input-driven form population.
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