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Build electronic forms with the online form builder in Process Director

Process Director enables citizen developers to create user-friendly, responsive electronic forms to gather and display information.

Rich, interactive user interfaces

Process Director provides several ways of building forms are provided, with the results appearing the same to the end-users.

These include the Microsoft Word plug-in, an electronic form designer for easy drag-and-drop creation and the Microsoft Visual Studio-based builder, aimed at .Net developers who require advanced technical features.

Rule-driven behaviours

An integrated rules engine provides a powerful method of defining rules and conditions that control the behaviour of the electronic form. Based on rules that you define, at various stages during data input and a workflow, individual fields or entire sections or tabs can be:

  • Editable or read-only
  • Hidden or visible
  • Empty or pre-populated
  • Required or optional
  • Dynamically highlighted or styled

We love the simplicity of the system. The actual form has not changed much. You now complete it online. It still captures all the same information. Crucially, the quality of submitted requests has improved as certain fields are auto-filled, calculated automatically or contain rules such as a mandatory field or display a warning if certain conditions are not met. We’ve made the process tighter and more consistent.

Nick Taylor, Finance Director, Millennium and Copthorne Hotels Plc

Key features

Integrated sanity checks and configurable rules

Validate data on input or form submission with invalid fields automatically highlighted for easy correction.

Submit forms for approval

Take advantage of workflow automation capabilities to route completed forms through approval, rejection, clarification and review workflows.

Display real-time data

Display data such as budgets remaining, historical totals, KPIs, statistics, and trends within forms.

Flexible layouts

Logically group fields with groups, tabs, tables and sections.


Automatic multi-lingual translation of forms and user interfaces

Currency conversion

Figures can be entered in local currencies, but automatically converted and displayed in regional or global currencies

Attach files

Add file attachments of any format (XLS, JPG, DOC etc.) and track changes.

Comment log

To enable participants to add time-stamped notes to forms and workflow events

Create a PDF of the submitted form

Printable PDF generation of complete form, including attachments

Full audit trail

To include timestamps and usernames of all events/actions

Offline data capture

Collect data when offline and route automatically when back online.

Image capture

Capture a picture and geo-location from a mobile device or select one to attach from your photo library.

Standardised templates

Create consistent and re-useable form templates to comply with corporate styles and policy.

Electronic signatures

In addition to user authentication and audit trails, Process Director supports re-authentication and third party signature pads like Topaz and PDF digital signatures for the ultimate in non-repudiation.

eMail notifications

Alert users when tasks are assigned to them and notify, escalate and reassign the task if timely action isn’t taken.


Submit forms from any modern browser, operating system, tablet, or mobile device with all major platforms (including Android, iOS, and Windows) supported.

Mobile forms

Forms are fully responsive and automatically resize to work on smartphones, tablets, and other devices.

No\low-code development

A graphical WYSIWYG web designer empowers non-developer users to build feature-rich forms and model processes with drag-and-drop tools, templates, and pre-built data connectors.

Flexible deployment options

Reduce initial expenditure and benefit from predictable ongoing costs with a cloud-based deployment or keep data within your own hosted environment.

Example electronic forms

Travel request

Travel request

Rentokil Initial - capital expenditure request

Rentokil Initial - capital expenditure request

Purchase order

Purchase order

Millennium Hotels - CapEx request form (endorsement tab)

Millennium Hotels - CapEx request form (endorsement tab)

Millennium Hotels - CapEx request form (supporting tab)

Millennium Hotels - CapEx request form (supporting tab)

Employee expenses report

Employee expenses report

Aman Hotels - CapEx approval form

Aman Hotels - CapEx approval form

Employee absence request form

Employee absence request form

Case studies

  • Rentokil Initial

    Rentokil Initial

    Rentokil Initial automate CapEx approval processes in Europe, Asia, Latin America and the USA with Process Director.

    Read more

  • Millennium and Copthorne (M&C) Hotels Plc

    Millennium and Copthorne (M&C) Hotels Plc

    Millennium and Copthorne (M&C) Hotels Plc manage CapEx requests with cloud-hosted capital expenditure approval and tracking software.

    Read more

  • Initial


    Process Director offers local procurement teams at Initial increased visibility of the direct and indirect cost saving opportunities available to them through central procurement.

    Read more

    Request a demo

    BP Logix Process Director is a low-code business process automation, driven point-and-click configuration, not complex programming efforts.

    Request a demo today and discover how you can build and automate any business process imaginable with Process Director.

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