Using Intake Forms
Summary: The Intake Forms feature, unique to Ziflow, allows your designers, customers and stakeholders to submit proofs directly into your account using a simple link and have a workflow automatically assigned to that proof.
You can create as many intake forms as you need in just a matter of minutes, each with its own customized branding, title, description, as well as upload options and custom properties.
Our intake forms not only handle file submissions, but also text which we’ll automatically convert to a PDF for review.
Available: on Business and Enterprise editions.
Where is the feature setup? The Intake Forms feature is located under the Zibots tab in the Connections section.
Creating Intake Forms
Click on the “Create Intake Form” button.
Once you click the button a new intake creation form will be displayed. Fill out all necessary fields and press ”Create Intake form” once you are done
- Intake form name - that is going to be the internal Ziflow name of the form.
- Form URL - you can leave the URL that was automatically generated or enter your own custom URL
- Submitter validation - by validating an email you may allow people to create new proof versions via the Intake form. Once this option is checked, people submitting new proofs will be asked to authenticate themselves using an email address. They then will be able to submit new versions of proofs they've already created.
- Title - the intake form title is visible to all people who open the form
- Description - enter a description of the form
- On-submission text - this is what will display after the proof is submitted.
- Branding - choose the branding that should be applied to the intake form. There are 3 options to choose from: My branding (account settings), Ziflow branding (default Ziflow settings) and Other branding (lets you customize).
- Allow upload of - lets you decide what type of files are allowed to be uploaded. You can decide to allow uploading: files, text or files & text. If you allow your clients to upload text, you can additionality set maximum number of characters limit.
- Combine static/text into one proof - lets you decide if multiple files uploaded to the form should be combined into one proof.
- Proof name - choose how the proof name should be determined: use the file name, allow users to name the proof, or customize the proof name using built-in tokens.
- Add property - this option allows you to add custom proof properties if they are active in your Ziflow account. Please note that "User" field type cannot be added as a Property in the Intake form. Custom properties in Intake Forms can be only added on Enterprise Edition.
- Add section - by adding sections you can create headers to your intake form. Once those sections are added you may group properties together (here’s an example of this use case).
At this point, an intake form has been created and is active, but in order to develop proofs from the files submitted through it, we must build a Zibot. The automated Zibot is going to automatically generate proofs whenever someone uploads a new file via the intake form.
Intake form Zibot
The Intake Form Zibot creation process looks exactly the same way as any other Ziflow Zibot. Here’s an article showing how to set up a new flow, but we are also going to show how this looks step by step. What is worth noting is that only users with "Admin" rights can set up Intake Form Zibots.
You start by clicking on the “Create flow” button inside the Zibots tab:
Then an “Intake form” must be selected as the application:
Select “On submit” option as the event.
At this point, you need to choose from the list which intake form should be connected to the Zibot (alternatively you can also create an intake form from this level):
Once you’re done with the event configuration, you can proceed to set up an actual Zibot that is going to create proofs:
Our next step will be proof configuration: building a workflow, adding reviewers, adjusting proof settings etc.
When you’re done, click the “Next” button and you will be asked to confirm if the Zibot should be saved and activated.
After saving the Zibot, the process is finished. Users can start submitting files through the intake form. Whenever someone uploads a file through the form, a proof will automatically be created.