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

    • 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

    • Recent Topics

    • How to create auto populate field based on custom module in Zoho CRM?

      Hello, i'm still new to Zoho CRM and work as administrator in my company. Currently, I'm configuring layout for Quotes Module. So, the idea is, I've created a read-only field in Quotes called "Spec". I want this field automatically filled with Specification

    • Rich Text For Notes in Zoho CRM

      Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using

    • Change Last Name to not required in Leads

      I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for

    • Office 365 and CRM mail integration: permission required

      Has anyone run into this weird problem? My email server is Office 365. When I try to configure Zoho CRM to use this server, a Microsoft popup window opens requesting user and password. After entering that, I get a message in the Microsoft window saying

    • Tables improvement ideas / features

      Heya, I've been using Zoho Tables for a few months now and wanted to post some features that I think will be greatly beneficial for the tool: 1. Ability to delete a record in automation or move a record in automation. - Usecase: I move a record from one

    • Deluge - Can't get phone number SalesIQ

      Hey folks, I’m building a custom plug for SalesIQ that’s supposed to register leads into Zoho CRM. The SalesIQ chat is being implemented on WhatsApp, and in my plug I’m using this line: mobile_clean = session.get("phone").get("value"); From what I understand,

    • how to differentiate if whatsapp comes from certain landing page?

      I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsApp

    • Zoho Desk - Community

      As a regular user of Zoho Cares Community I would really love to see the publish date of articles. For example, when I look at Announcements, it would be very beneficial to see which ones were posted recently, over those which have just and a recent comment.

    • access to quartz for my customers

      Hi how can I have access to the application quartz you use for us to send you screen rocording, this feature would be immensely useful for our customers support https://quartz.zoho.com/

    • Issue with Inline Images in Email Reply via Zoho Desk API

      Hi, I am attempting to send inline images in an email reply using the Zoho Desk API, but the images are not being displayed inline for the recipient. I have followed this documentation: https://desk.zoho.com/DeskAPIDocument#Uploads https://desk.zoho.com/DeskAPIDocument#Threads#Threads_SendEmailReply

    • How to search a value stored in a subform?

      Hello, We store serial numbers in subforms but now we would like to be able to search the values to be able to easily find the record with the serial number. I saw that it's not possible to search such values through global search but is it possible to do it an other way? Thank you,

    • Field Dependency Not Working on Detail Page in Zoho Desk

      Hi Support Team, I’ve created field dependencies between two fields in Zoho Desk, and they are working correctly on the Create and Edit layouts. However, on the Detail page, the fields are not displaying according to the dependencies I’ve set — they appear

    • How do the keyword critera work?

      Hi, I'm working on automated assignment of tickets based on keywords. How does this feature work? Where does this criteria look for keywords - email address, subject, email body? Can you please clarify this as I want to avoid overlapping with criteria

    • Error: Unsupported content type: text/html;charset=UTF-8 after tryeing to get the token for n8n automation

      I am working on ZOHO Desk automation and need to get the ZOHO auth token for n8n I have created the app in ZOHO Desk API, got client id and client secret. Added all data required to get a token in n8n. After I sign in with my ZOHO credentials in ZOHO

    • Improving Collaboration Features in Zoho Portal

      Hello Zoho Community, I’ve recently started exploring Zoho services and I’m really impressed with the wide range of features. However, I feel there is still room for improvement in the collaboration area. For example, it would be really helpful if we

    • Automated Shopify Emails Not Being Delivered

      I have an ecommerce store with Shopify. I recently set up my email to be served through Zoho. Since doing this, customers are not receiving some of our automated emails from Shopify itself. Our initial email that confirms their purchase goes through but our Shipping Notification that is automatically sent out upon fulfillment is not going through. Sometimes we get a notice that it's been classified as spam, sometimes nothing. I can send/receive email via Outlook on my desktop and I can send/receive

    • I can't log in to my account on Thunderbird

      I've just had to rebuild my PC (calamitous mess from Microsoft with Win10/Win 11 'upgrade' - they confirmed I had to start with a new build). I have used Zoho mail for years via Mozilla Thunderbird, but now I've had to download the latest version of TBird,

    • Send a campaign to one recipient.

      Very often I speak to a customer and they say they didn't see my email (maybe it went in Junk, maybe they deleted it). Anyway, I just want to go into the Campaign and send it to one person. You already have a feature very close to this - when sending a Test. While developing a campaign, I can send tests to anyone. Why can't we have this AFTER  the campaign has been sent? I know, there's a caveat, and that's in the use of merge tags. Most of the time I only use FNAME, but maybe you could check if

    • Try FSM again for our business

      We already have our customers individual equipment in CRM with serial numbers, install dates, warranty length and importantly next service which is generally 2 years. a month before the service date is due we get get a report and send out service reminders.

    • Use Zoho Books to bill for work done in Zoho Desk??

      I'm trying to see if something is possible (and if yes, how). We use Zoho One to manage our business. We have a lot of clients that will put in a ticket (via portal) to have work done. Out techs will pick up the ticket, do the work, and then log the time

    • Get Cliq Meetings in my O365 calendar

      Hi, we are currently evaluating to replace the Teams Messaging and Meetings with Cliq. We currently still have all our email and calendars in O365. What i want to achieve is, to create a (ZOHO) meeting from Cliq and have this meeting added to my Outlook/O365

    • Issue with Zoho Help Portal – Tickets Missing or Not Answered

      Hi, How are you? I think there may be an issue with the Zoho Help Portal. I opened a few tickets directly in the help portal a some time ago but never received any response I also opened ticket 148356451 by email. I did receive a reply to it, but the

    • DUNS & Bradstreet and Credit risk monitoring integration with Zoho books

      Small businesses not being paid by bigger clients and clients of all sizes is a huge problem. It will be nice if Zoho develops integration with DUNS & Bradstreet(D&B) and Credit risk monitoring integration with Zoho books. That have small businesses can

    • Zoho Forms - Form Rules based on attachment fields

      Many businesses use forms to collect documents and images from customers. In many cases, you may want to trigger a notification or other automation based on whether or not an attachment was added. I've noticed that attachment fields do not appear in Rules

    • How to sync from Zoho Projects into an existing Sprint in Zoho Sprints?

      Hi I have managed to integrate Zoho Projects with Zoho Sprints and I can see that the integration works as a project was created in Zoho Sprints. But, what I would like to do is to sync into an existing Zoho Sprints project. Is there a way to make that

    • Add multiple users to a task

      When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman

    • Can't open draft email for editing

      Last night I started composing an email and I let it save in drafts. This morning I want to continue working on the email. It is in my Drafts folder but it will not open. The only option there is to delete it. This is not the first time it has happened. On previous occasions I have just deleted the draft and started afresh, but I really want this one back. Windows 10 with Pale Moon 28.10.0 browser.

    • Open filtered deals from campaign

      Do you think a feature like this would be feasible? Say you are seeing campaign "XYZ" in CRM. The campaign has a related list of deals. If you want to see the related deals in a deal view, you should navigate to the Deals module, open the campaign filter,

    • Change scheduling emails time

      When sending an individual email there is a great feature to schedule them to send later. I could only use the one time that is suggested. Is there a way to select another time? Regards, Glenn

    • Zoho CRM: how can I control which contacts to sync with Outlook?

      I was just playing around syncing contacts from Zoho to MS Outlook (MS365 account.) The problem is our firm has hundreds of thousands of contacts and I don't want to bury my contacts list in outlook. Any help with this is greatly appreciated.

    • How to overcome limitations in meetings

      As a company, one of our deliverables is a meeting between two other companies, where we act as facilitators. So, if we recorded this meeting  in Zoho CRM, it should be connected to 2 accounts, 2 contacts, and 1 campaign (a campaign, in our use, is the

    • Different MRP / Pricing for same product but different batches

      We often face the following situations where MRP of a particular product changes on every purchase and hence we have to charge the customer accordingly. This can't be solved by Batch tracking as of now so far as I understand Zoho. How do you manage it as of now? 

    • Add a 'Log a Call' link to three dot icon in Canvas

      Hi, There's a three dot element when creating a canvas called 'More'. I would like to modify this to add a link that says 'Log a Call' in order to quickly record the details of a cellphone call. I'd also like this to be a simple 'contact' selection and

    • Syncing Zoho Forms with Bigin - Embedding issue?

      Hello everyone, I created a Zoho Form for a page on my GoDaddy website to collect leads, which then transfers the data to Bigin. However, I'm facing an issue where it doesn't seem to work properly. I've integrated Zoho Forms with Bigin and tried embedding

    • Can not add fields to a Section

      I feel like I'm missing something obvious: I can add new Sections to my form but I can not add fields to the Sections. I've tried fields already on the form as well as dragging and dropping new fields into the Section but nothing will go into it. What

    • Record Logged in User while using CRM lookup field

      Is it possible, while using the Zoho CRM lookup field, to automatically use the user account logged into Zoho CRM in a hidden field? I was hoping to add employee accounts to my current plan. But would like a record on the Form submission of who submitted

    • Form Rules for Suburb Categories to alternate landing pages or Making a Fields Contents ALL CAPS

      I need to send differentform submissions to two to three different thank-you URLs (for Meta/Google pixels) depending on which suburb a user selects in a form. I have ~400 suburbs split into two categories (A and B, based on business value). Current challenges:

    • Collaps Notes

      There are times when long/large notes are added to a record i.e. Accounts or Deals etc. Currently, the full note is displayed in the notes related list section. It would be great if by default only 5 to 10 rows of the note are displayed when the note

    • Zoho Down

      I have a drop in my Zoho One services.

    • Runing RPA Agents on Headless Windows 11 Machines

      Has anyone tried this? Anything to be aware of regarding screen resolution?

    • Next Page