Ideas

Enable Quick Access to Form Builder from Workflow View

Enable Quick Access to Form Builder from Workflow View

Workflow

Allow users to either edit a Form directly within a Workflow or provide a clickable link in the Workflow interface that opens the associated Form in Form Builder.

Details:

When a form is built using the Form Builder tool and then accessed within a Workflow, there's currently no way to jump back to that form for editing. Instead, users must separately navigate to the Form Builder tool, locate the form manually, and then make changes. This disrupts workflow design and can cause confusion, especially when working quickly or collaborating with others.

Form_Builder.png

A simple button or link that either:

  • Opens the form directly in Form Builder, or
  • Enables basic form editing inline within the Workflow would dramatically improve user experience.

Ministry staff often need to iterate quickly on workflows and forms as the ministry needs change. For example, prayer forms, volunteer signups, or feedback surveys might need small, rapid adjustments. The current setup adds friction and slows down the process, which can be discouraging for non-technical users and create delays in ministry execution.

This improvement supports efficiency and clarity, empowering ministry leaders and admins to make fast updates without retracing steps or switching tools. By aligning tools like Form Builder more closely with Workflow functionality, Rock would better serve teams who depend on quick, seamless edits to power digital ministry. This reflects Rock’s mission to be user-friendly and ministry-focused, equipping churches to serve their communities better.

Photo of Ean HammondSubmitted by Ean Hammond, LCBC Church  ·   ·  Workflow
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