Think fast

How to Build a Client Intake Form

Intake forms are a critical part of the client onboarding process. At the most basic level, we need to ensure that the correct information is gathered at the outset of new projects. Even more importantly though, we need to gather and store data in such a way that we can use it within follow-on workflows, without compromising security. Today, we’re going to see how Budibase empowers teams to build advanced forms on top of just about any data source.

Ronan McQuillan

Feb 12, 2024

How to Build Conditional Logic Forms + 5 Examples

Implementing conditional logic is one of the most common ways to make our form tools more effective. On the one hand, conditionality enhances user experiences. More importantly, though, it helps us to gather the right information - even when this varies from case to case. Today, we’re checking out how Budibase makes building conditional logic forms a breeze. Specifically, we’re going to look at how we can build five of the most common use cases for conditional forms using our open-source, low-code platform.

Ronan McQuillan

Feb 12, 2024

How to Build an IT Request Form

IT teams rely heavily on request forms for delivering services to colleagues. For instance, support ticketing, equipment checkout workflows, incident reporting, or a whole host of other workflows. The goal - first of all - is to gather the information we need in a consistent structure and format. This can then be used for categorizing, prioritizing, delegating, and ultimately actioning requests. Today, we’re exploring how Budibase empowers teams to build secure, advanced forms for all sorts of request workflows.

Ronan McQuillan

Feb 7, 2024

How to Build an Embeddable Contact Information Form

Contact information forms are probably the most common data collection tools around. They’re everywhere - whether as embedded UIs or standalone apps. In fact, just about every business needs to build contact forms - for their customers, users, colleagues, or other stakeholders. However, not all contact forms are equal. Most web forms are either built manually with HTML or using traditional form-builder tools. We can create perfectly functional forms this way, but these methods also leave a lot to be desired.

Ronan McQuillan

Feb 6, 2024

How to Build an Audit Form with Budibase

Audit forms are some of the most common field data collection tools around. In fact, they can be used in a diverse range of contexts - including financial, operational, HR, manufacturing, compliance, and other processes. Whatever the context, the challenge is providing colleagues with an efficient, repeatable way to collect the information required to complete whatever kind of audit we’re carrying out. Today, we’re going to see how Budibase makes building advanced forms faster and easier than ever before.

Ronan McQuillan

Feb 5, 2024

How to Build a Secure Timesheet

We need an accurate record of the hours worked by our colleagues for all kinds of billing, payroll, HR, and other processes. For instance, paying salaries or invoicing clients for project hours. But in doing so, we can’t compromise our employee’s privacy or the integrity of our internal data assets. So, we need secure timesheets. See, the majority of companies handle this using spreadsheets - or even pen and paper. This is manageable for smaller teams, but it also introduces a whole range of problems around security, accuracy, usability, and integration options.

Ronan McQuillan

Feb 1, 2024

How to Build a Change Request Form in 5 Steps

It’s a fact of life that projects don’t always play out 100% the way we expect them to. Circumstances, budgets, priorities, and requirements can all change on a dime. Therefore, it’s vital to have an effective way to gather and manage information when this happens. That’s where change request forms come in. See, we need a systematic way to deal with new requirements or amendments to projects. This ensures that we have a centralized record of all of the relevant information, as well as improving decision-making and communications between stakeholders.

Ronan McQuillan

Jan 29, 2024

How to Build an Employee Information Form

Employee information forms are some of the most common data collection tools around. They’re a crucial part of onboarding workflows in just about every company in the world. But, the majority of teams use dated tools, like spreadsheets, fillable PDFs, email chains, or even pen and paper, to gather details about new colleagues. This creates all sorts of problems, including inaccuracies, disorganization, and security issues. Today, we’re diving deep into how to build a dedicated tool for capturing employee information.

Ronan McQuillan

Jan 26, 2024