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How to Build a Data Collection Form in 5 Steps

Data collection forms are critical to countless workflows - as diverse as client onboarding, field services, project discovery, incident responses, qualitative research, product surveys, and much more. In fact, they’re the building blocks of any data-centric process. Today, we’re diving deep into everything you need to know. Specifically, we’ll be covering the basics of what data collection forms are and where they’re used - as well as what our priorities are for creating effective solutions.

Ronan McQuillan

Feb 29, 2024

How to Build and Embed a Form in 6 Steps

Embedding forms is probably the most common way to add interactivity to a webpage. For instance, we’ve all encountered embedded forms for submitting contact information, requesting a callback, or carrying out some kind of sign-up flow. However, how we build web forms can have a huge impact on the value we ultimately get from them. See, most teams build these using one of the following methods: Manually building forms with HTML and JavaScript, Using traditional form builders like JotForm or TypeForm , Using other SaaS tools or CMS platforms like Salesforce or HubSpot.

Ronan McQuillan

Feb 27, 2024

How to Build an Availability Form

Availability forms are a key part of all kinds of processes - including employee scheduling, resource allocation, booking requests, and more. The trouble is that - compared to other kinds of forms - the data model you’ll typically need to handle availability can be fairly complex. Traditional form builder tools are rarely up to the task. On the other hand, countless teams handle availability using dated tools - like spreadsheets or even pen and paper.

Ronan McQuillan

Feb 26, 2024

How to Build an Employee Complaint Form

Handling employee complaints is a delicate process. We’re faced with the dual challenges of gathering accurate information in a fair and transparent manner - while also securely handling potentially very sensitive data. A vast number of companies manage this using dated tools - like spreadsheets or even pen and paper. This approach fails on both fronts. Today, we’re checking out how custom web forms a more effective solution to this problem.

Ronan McQuillan

Feb 22, 2024

Make work flow with Budibase's new n8n integration

Unlock powerful new workflows with the new Budibase n8n integration. This two-way integration enriches both platforms, offering a better approach for task automation in Budibase and a new way to manage your Budibase data in n8n. Automate workflows with the n8n Integration in Budibase First up, let’s talk about bringing n8n into Budibase. n8n is renowned for its powerful workflow automation capabilities, boasting an impressive array of 775 nodes spanning various applications and services.

Jamie Birss

Feb 21, 2024

How to Build an Expense Reimbursement Form

Handling employees’ expenses can be a huge headache. This doesn’t just create paperwork for colleagues on the ground. It also burdens finance teams with assessing submissions and processing payments. Today, we’re checking out how expense reimbursement forms can transform this experience. Specifically, we’ll see how Budibase empowers teams to create advanced forms in a fraction of the time. By the end, we’ll have a fully functional, custom expenses form that works beautifully on all devices.

Ronan McQuillan

Feb 20, 2024

How to Send Form Data to an API in 4 Steps

Populating API requests is one of the most basic, universal use cases for web forms. However, building forms to do this manually can be a laborious, time-consuming process. It’s also beyond the skills of most non-developers. But there is a better way. Today, we’re checking how Budibase can be used to send form data to APIs. Specifically, we’re going to see how we can create and store dynamic REST requests, along with custom UIs, to populate them in a matter of minutes.

Ronan McQuillan

Feb 19, 2024

How to Create Form Validation Rules

Form validation is essential to the accuracy, integrity, and consistency of our data. It’s also one of the key ways that we can enhance user experiences around data entry and management workflows. These enable our form UIs to check that submissions comply with any rules that we have as part of our data model - as well as giving feedback to users where submitted values aren’t acceptable. However, implementing this can present some pretty serious challenges.

Ronan McQuillan

Feb 15, 2024