Zoho Forms : au-delà de la collecte des données

Zoho Forms : au-delà de la collecte des données



Il est reconnu que les formulaires en ligne sont depuis longtemps des outils efficaces pour la collecte de données. Leur potentiel ne se limite toutefois pas à cela. Les organisations, peu importe leur taille, ont tendance à intégrer le processus d'approbation dans leur quotidien. Qu'il s'agisse de demandes de congés, d'achat, de propositions de projets ou de remboursements de frais, les demandes d'approbation peuvent être compliquées à gérer et prendre beaucoup de temps. Les heures passées à rechercher les approbateurs à travers différentes documentations et à s'efforcer de maintenir la transparence peuvent nuire à la productivité et avoir un impact sur l'efficacité globale de votre entreprise.
Cet article montre comment Zoho Forms vous permet de mettre en place et d'automatiser un processus d'approbation au sein de votre organisation. 

Automatiser les approbations en toute simplicité

Un processus d'approbation guide une demande du début à la fin, en s'assurant que toutes les bonnes personnes en prennent connaissance et donnent leur accord. Avant d'aborder les avantages spécifiques de l'utilisation de Zoho Forms pour rationaliser les processus d'approbation, passons rapidement en revue les premières étapes d'une transition fluide vers un processus d'approbation efficace et rationalisé.



  • Identifier les processus d'approbation de votre organisation qui comportent plusieurs étapes. Ce sont ceux qui peuvent bénéficier le plus de l'automatisation.
  • Examiner les critères et exigences spécifiques de chaque processus d'approbation et s'assurer que le système automatisé peut se conformer aux politiques et procédures de votre organisation.
  • Choisir un créateur de formulaires en ligne doté de puissantes capacités d'automatisation qui vous permet de concevoir et de mettre en œuvre facilement des flux de travail d'approbation.
  • Créer des formulaires d'approbation qui capturent toutes les informations nécessaires pour chaque processus.
  • Définir une séquence d'approbateurs pour chaque étape du processus.
  • Garder les approbateurs et les demandeurs dans la boucle en envoyant des notifications.
Comme l'automatisation de l'approbation est un processus itératif, vous devrez évaluer et adapter en permanence vos flux de travail afin d'optimiser l'efficacité et de répondre aux besoins qui se font jour.

En quoi Zoho Forms vous aide-t-il à rationaliser vos processus d'approbation

Zoho Forms vous offre une solution automatisée et efficace pour rationaliser tous vos processus d'approbation grâce à des formulaires d'approbation personnalisés, adaptés à vos besoins. Prenons par exemple le processus d'approbation des demandes d'achat. Au lieu d'avoir à gérer des piles de formulaires papier ou de longues discussions par e-mail, vous pouvez concevoir un formulaire en ligne intuitif qui capture les informations nécessaires à l'achat, telles que les détails du produit, les quantités, les budgets et les justifications. Une fois le formulaire soumis, le processus d'approbation s'enclenche.
 
Avec Zoho Forms, vous pouvez mettre en place des workflows d'approbation automatisés pour transférer les demandes aux responsables des services concernés de votre entreprise. Vous vous assurez ainsi que les bonnes personnes reçoivent les demandes, ce qui élimine les blocages et accélère le processus d'approbation.
  • Créer des workflows d'approbation sans avoir de connaissances en codage.
  • Configurer plusieurs niveaux d'approbation avec des approbateurs désignés au sein de votre organisation.
  • Notifier les approbateurs lorsque de nouvelles entrées de formulaire sont reçues pour revue.
  • Recevoir des mises à jour en temps réel directement dans votre boîte mail à chaque étape du processus d'approbation.
  • Envoyer des e-mails personnalisés aux demandeurs à chaque étape de l'approbation et lors de l'approbation finale ou du refus.
  • Permettre aux approbateurs de donner les raisons de leur décision afin que les autres approbateurs puissent en tenir compte.
  • Faciliter la collaboration entre les approbateurs en autorisant les commentaires et les discussions.
  • Autoriser l'administrateur chargé de l'approbation à approuver ou à refuser les demandes au nom des autres approbateurs.
  • Envoyer un e-mail ou un SMS, ou assigner une tâche, lorsqu'un ensemble défini de conditions sont remplies lors de l'approbation finale ou du refus. Par exemple, si une demande de dépense dépassant un certain montant est approuvée, vous pouvez envoyer un e-mail aux responsables concernés, afin qu'ils soient informés des dépenses importantes qui requièrent leur attention.
  • Intégrer des formulaires dès l'approbation des données qui y sont saisies.
  • Mettre en place un workflow d'approbation en ligne ou hors ligne grâce à l'application mobile de Zoho Forms.

Les cas d'utilisation du workflow d'approbation des formulaires

Les workflows d'approbation de formulaires sont courants dans les entreprises et les organisations qui ont besoin de collecter des données, puis de les examiner et de les approuver avant de les traiter. Voici quelques exemples d'utilisation des workflows d'approbation de formulaires :

Onboarding des employés

Dans les organisations où toutes les activités administratives sont gérées par une seule personne ou qui n'ont pas encore mis en place une division RH, le responsable peut utiliser des workflows d'approbation de formulaires pour collecter les informations concernant les nouveaux employés, telles que les données personnelles, la fonction et le service, puis envoyer le formulaire pour approbation aux responsables ou chefs d'équipe concernés avant que l'employé ne puisse être officiellement intégré dans l'entreprise.

Demandes de congé

Les organisations peuvent utiliser des workflows d'approbation de formulaires pour collecter les demandes de congé des employés, y compris le type de congé, les dates et les raisons. Le formulaire peut ensuite être envoyé pour approbation aux responsables concernés avant que le congé ne soit autorisé.

Demandes d'achat

Les entreprises peuvent utiliser des workflows d'approbation de formulaires pour collecter les demandes d'achat des employés, en indiquant les articles, les quantités et les budgets. Le formulaire peut ensuite être envoyé pour approbation aux responsables ou chefs de service concernés avant que l'achat ne soit autorisé.

Rapports de dépenses

Les entreprises peuvent utiliser des workflows d'approbation de formulaires pour collecter les notes de frais des employés, y compris les dépenses telles que les voyages, l'hébergement et les repas. Le formulaire peut ensuite être envoyé pour approbation aux responsables concernés ou au personnel comptable avant que les dépenses puissent être remboursées.

Demandes de services

Les prestataires de services peuvent utiliser des workflows d'approbation de formulaires pour recueillir les demandes de services des clients, y compris le type de service, l'étendue et le budget. Le formulaire peut ensuite être envoyé pour approbation aux chefs de projet ou au personnel chargé de la prestation de services avant que le service puisse être lancé.
 
 
Utilisez-vous Zoho Forms dans votre organisation ? Partagez avec nous dans les commentaires comment vous utilisez Zoho Forms à différentes fins dans votre organisation.

L'équipe Zoho France

    Access your files securely from anywhere






                      Zoho Campaigns Resources


                            Zoho Developer Community



                                Bootcamp
                                Community
                                Pricing
                                Webinars
                                What's New
                                Integrations
                                Contact Support
                                Contact Sales

                                  Zoho Survey Resources
                                    Features
                                    Survey Templates
                                    Integrations
                                    Community
                                    iOS Mobile Surveys
                                    Pricing
                                    Android Mobile Surveys
                                    Insurvey Blogs
                                    Insight Blogs
                                    Tips & Tricks





                                                Latest Feature Updates
                                                  What's New in Zoho Desk

                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  What's New in Zoho Desk

                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner





                                                      Zoho SalesIQ Resources

                                                            • Sticky Posts

                                                            • Recommandez Zoho CRM Plus à vos amis et gagnez des crédits !

                                                              Bonjour à tous,   Vous aimez travailler avec Zoho CRM Plus ? Et bien vous avez maintenant la possibilité de le recommander autour de vous pour aider votre réseau à améliorer son expérience client. Et bien sur c'est gagnant-gagnant ! Comment cela fonctionne

                                                            • Découvrez Zoho Workplace

                                                              Bonjour à tous ! Un domaine personnalisé est devenu une nécessité absolue, non seulement pour les grandes entreprises, mais aussi pour les petites ou, dans certains cas, les familles. Nous avons toujours pensé que se lancer ne devrait pas coûter cher,

                                                            • Découvrez Zoho Learn

                                                              Bonjour à tous, Nous sommes très heureux de vous présenter Zoho Learn ! Commençons par vous expliquer ce qu'est Zoho Learn et comment il peut vous accompagner dans vos processus de formation. Qu'est-ce que Zoho Learn ? Zoho Learn est une solution complète


                                                            Manage your brands on social media
                                                            Access Zoho Social

                                                              Zoho Pagesense Resources


                                                                  Zoho TeamInbox Resources

                                                                    Zoho DataPrep Resources


                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources


                                                                                              Zoho Writer Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ








                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                            • Recent Topics

                                                                                                            • Syncing stuck for days

                                                                                                              Hello when I made an account a few days ago and synced all my notes to it, it is still syncing. My app is only 400mb so I do not know why it is taking so long. Please help

                                                                                                            • Workflow runs on every edit despite not ticking the field repeat this workflow whenever a parent is edited.....

                                                                                                              Hi, It is my understanding that this workflow should only trigger once. Why is this triggering on every edit of the field? Based on another support query - directly from Zoho, If i tick the box 'repeat this workflow whenever a parent is edited' it should

                                                                                                            • How do you add or update tags on Zoho CRM records via n8n? (Workarounds or best practices?)

                                                                                                              Hi all, I’m running into some limitations with the Zoho CRM node in n8n and was wondering how others have handled this: From what I see, the standard Zoho CRM node in n8n doesn’t allow you to add or update tags when creating or updating contacts/leads.

                                                                                                            • API PARAMETER FOR TICKET CLOSED TIME

                                                                                                              Hi, Is there a parameter for filtering tickets by closed time in zoho api, i can see closed time in the API response i get, but can't get tickets by that field while calling. Regards, Anvin Alias

                                                                                                            • Reply to email addresses wrong.

                                                                                                              I have setup my Zoho mail account using my main domain and I also have an Alias setup from a different domain. In Settings - Mail - Compose I have selected to the option "For replies, send using The same email address to which the email was sent to".

                                                                                                            • Audio/video quality issues with Zoho Meeting – Any roadmap for improvement?

                                                                                                              Hi Zoho Team, We’ve been using Zoho Meeting for both internal and external meetings, and unfortunately, the experience has been consistently poor. The video and audio quality are so unreliable that it often renders meetings ineffective—especially with

                                                                                                            • Meeting integration with Otter.ai

                                                                                                              Would love for an integration with an AI transcription service like Otter.ai to be integrated with Zoho Meeting. Thanks

                                                                                                            • Get Workflow Metadata via API

                                                                                                              Is there a way to get metadata on workflows and/or custom functions via API? I would like to automatically pull this information. I couldn't find it in the documentations, but I'm curious if there is an undocumented endpoint that could do this. Moderation

                                                                                                            • How to close/delete a free creator account?

                                                                                                              I have a free zoho creator account associated with my email address that is not being used.  I want to become a user of another paid zoho creator account but I can not associate with the paid account with the same email.  I assume if I can close or delete the free account I will be able to use the paid account. I have emailed support but no response. Suggestions?

                                                                                                            • Zoho books and zapier causes Invalid data provided

                                                                                                              I have been using zoho books with zapier for over 2 years now, everything was working fine. On September 13th my zaps stopped working. Now on step create sales invoice in zoho books i get an error: Failed to create a create_invoice_v2 in Zoho Books The

                                                                                                            • CRM report

                                                                                                              Is it possible to pull a contacts report that also includes the company industry, as well as the company name? I’m having trouble combining company and contact fields – any help is appreciated. Thank you, Sam

                                                                                                            • Early Payment Discount customize Text

                                                                                                              Hi, I’m currently using Zoho Books and am trying to customize the standard “Early Payment Discount” message that appears in the PDF invoice template. I’ve reviewed the documentation here: https://www.zoho.com/books/help/invoice/early-payment-discount.html

                                                                                                            • Enhancements to Client script?

                                                                                                              Hi Zoho CRM, I've been extensively using Client Scripts to enhance our Deal form experience, particularly for real time validations and auto updating fields based on specific logic. However, I've encountered a challenge regarding permission boundaries.

                                                                                                            • Add views to new CRM UI navigation + Unlimited Webtabs

                                                                                                              Zoho CRM is so close now to being the ultimate business application with the new UI, as soon as this one feature is added. This is probably where Zoho is headed but if it's not I want to BEG for this to be incorporated. What we need is to be able to put

                                                                                                            • E-Mail Distribution List

                                                                                                              How do I create an e-mail distribution list in Zoho Mail?

                                                                                                            • Custom "create meeting" button with more functionality than Zoho currently has?

                                                                                                              I'm looking for a little help/direction in how to do this. Even just some general high level pointers on how this might be able to be done. The current Zoho Meeting Activity functionality is not ideal for my org's workflow. I'd like to try and create

                                                                                                            • Error Code 4: Invalid value passed for JSONString

                                                                                                              Okay, I want to start by saying I know I'm a terrible scripter, so sorry if this is a dumb mistake. I just can't figure it out, even with LLM help. Here's my code: // --- Input Variables --- customer_id = salesorder.get("customer_id"); so_id = salesorder.get("salesorder_id");

                                                                                                            • Organizing contacts/members by company

                                                                                                              I work for a membership organization (representing businesses) and am trying to use Zoho CRM more effectively for managing the points of contact for our members. Currently, our members are listed in our CRM by the primary point of contact's name, but

                                                                                                            • Allow Stripe Credit Card and Stripe ACH payment methods to be enabled separately on an invoice.

                                                                                                              I need to be able to pick at the invoice level whether Stripe Credit Card and/or Stripe ACH payment methods are available. Currently, I'm not able to select from the two Stripe payment methods individually on an invoice. However, there are some larger

                                                                                                            • Unable to search in Zoho Email

                                                                                                              I've started using Zoho Email (free version) recently and realized that it doesn't have email search functionality. Am I missing anything here? I've gone through the Zoho tutorial which does show the search bar on the right top of the Zoho UI. But in

                                                                                                            • Response Time Report

                                                                                                              From data to decisions: A deep dive into ticketing system reports Every organization that interacts with its customers should have an established timeframe for how soon an agent is expected to send the first response and any reply to any follow-up messages.

                                                                                                            • Problem : Auto redirect from zoho flow to zoho creator

                                                                                                              Hi there, I've been waiting for zoho team to get back on this for last couple of days. Anyone else have the problem to access zoho flow? everytime I click on zoho flow it redirects me to zoho creator. I tried incognito mode but it still direct me to zoho

                                                                                                            • Zoho - Outlook plugin

                                                                                                              Does anyone know if there is a way to modify the autofill in the Zoho plugin in outlook? When we create a contact, it enters the correct email address and name, but then pulls information from our own signature line to add phone number, address, etc.

                                                                                                            • Threaded conversations for emails sent via automation

                                                                                                              Hi Guys, I hope you are doing well. Don't you guys think we should have an option in a workflow to notify users either as a new email or the previous email thread. For example, if you have one deal in the process and there are 10 different stages during

                                                                                                            • Zoho Books - Sales Person Information

                                                                                                              Hi Team, On Invoices, Quotes, etc... I can include the Sales Person, but it only shows their name and not their email or phone number. It would be great to have place on invoice templates where we can manage what sales person information should be shows

                                                                                                            • Offline working in Zoho Creator portal

                                                                                                              Zoho's help says that offline working is only available in the Creator mobile app and not in the portal app. But I can see offline options in the portal app too and it seems to work when I test it. My portal users are often in areas where there is poor

                                                                                                            • Fetch Records using Dynamic Criteria

                                                                                                              Hi,  I have a form that builds a filter based on user input.  I need to fetch the records based on dynamic criteria.  How would I accomplish this as there is no eval function? For example: desiredRecord = Form1[dynamicCriteria];

                                                                                                            • Url filter Report date (pivot chart)

                                                                                                              Hello. Is it possible to filter the data in pivot char using parameters in the url? I'm trying but I should not doing very well. Something like: https://creator.zoho.com/.../....../#Report:MyPivotChartReport?MyDate=01-Jan-2012;31-Jun-2012;MyDate_op=58 Saludos

                                                                                                            • Sending gmail to a particular person fails because the address gets changed to "gmaill", with a second "l" typo somewhere

                                                                                                              I send to bob@gmail.com (example) and get an error sending to bob@gmaill.com, only for this one person. Note the extra "l" in the email the system tried to send to, which was not in the address I entered. Can't find a typo in the contact or anywhere else

                                                                                                            • Emoji Support in Bigin CRM

                                                                                                              We request the implementation of emoji support across Bigin CRM. This feature should allow users to seamlessly use emojis in text fields, headlines, and deals. It would enhance communication, improve the visual appeal of records, and bring more personalization

                                                                                                            • Bigin Booking Pages enhancements

                                                                                                              I would like to ask for several enhancements for the brand new (and promising) Booking feature. 1. Add "Contact/Mobile" Field to Booking form We use Mobile as key (id), but unfortunately it is missing from the Booking form, only Home Phone is available.

                                                                                                            • Amount in words in Indian format

                                                                                                              Hi, I had coded the following code to convert amount in words. But in the code in the format of US like million. But i need in Lakh and Crore. So pls suggest ideas r post corrected code string Num2Words(int val) {     val_s = input.val.toString();     th = {"", "thousand", "million", "billion", "trillion"};     // uncomment this line for English Number System     // th = {"","thousand","million", "milliard","billion"};     dg = {"zero", "one", "two", "three", "four", "five", "six", "seven", "eight",

                                                                                                            • What are people using to send Service based emails?

                                                                                                              Zoho Campaigns is for marketing. Users can unsubscribe from these emails. Service based emails need to be delivered and can without the worry of Can-spam act. What are people using to send service based emails? My mailing list is derived from a database

                                                                                                            • Standalone LMS tool

                                                                                                              Will Zoho release a standalone LMS (Learning management System) than can be used by external parties (guest)?

                                                                                                            • Announcing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.

                                                                                                              Hello all We are back again with more enhancements to Kiosk. So what's new? Enhancements made to the Components Add titles for your Kiosk screens and adjust its width to suit your viewing preferences. Three new fields can be added to your screen: Percentage,

                                                                                                            • An Overview of Dario Schiraldi Deutsche Bank Executive

                                                                                                              Hello Community, Dario Schiraldi is an executive at Deutsche Bank, focused on advancing the firm’s financial services and crafting its global strategic vision. With 20 years of expertise in leadership roles, he has spearheaded successful market acquisitions

                                                                                                            • Emailing a document to WorkDrive

                                                                                                              Does WorkDrive include the ability to upload a document by sending an attachment to an email address? (Books and Expenses include this functionality) If it doesn't is it under consideration? on the Road Map?

                                                                                                            • Allow Changing Appointment Status from "Completed" to "No Show" or Other Valid States

                                                                                                              Hi Zoho Bookings Team, We hope you're doing well. We would like to submit a feature request regarding appointment status management in Zoho Bookings. 🎯 Use Case Sometimes, an appointment is mistakenly marked as Completed, but later we realize that the

                                                                                                            • Ability to modify what displays in calendar invite?

                                                                                                              I am a long time calendly user and want to make the switch to bookings.  I understand that there is not currently a meets/hangouts integration, is one on the roadmap? Is there anyway I can modify the calendar invite to include the meet link?  I can add it to the emails no problem, but I would also like it to display on their calendar.  Is there some work around I can do to get it on the calendar?  Also am I able to modify the calendar event title?

                                                                                                            • Zoho One and Tally Integration

                                                                                                              Has Anyone in this forum done any implementation with Zoho CRM and Tally accounting software. If so who have you used and how easy was it?

                                                                                                            • Next Page