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Cognito Forms: work management features and setup
Cognito Forms is a form system with calculations, payments, and approval workflows. It is designed for forms that need to trigger work beyond collecting responses.
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Overview
You can build a request that calculates a value and sends it to a designated person for a decision. In this kind of process, show the approver both the original input and the calculated result so they do not approve a number without context. Also check unusual values instead of relying only on an example where every field is filled in.
Features
- Calculations within forms
- Payment collection as part of form submission
- Approval automation from submission through final approval
Business uses
- An expense request with an amount calculation and approval routing
- An order form that calculates a total based on customer selections
Getting started
- Set up fields and a small calculation that can be checked manually
- Build an approval step with a test user
- Check an approved request, a rejected request, and an unusual numeric value
What to check
- Check rounding rules and currency before using amounts
- Check approver permissions and what is sent in external messages
Sources to check next
Vendor features and prices change. Confirm details on the linked official pages before you rely on them.