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People and workForms and Workflows

No-code forms with built-in validations, multi-step approvals, automation rules and simple data apps.

Forms and Workflows lets teams build forms without code, collect responses on the web or mobile, and route them through approvals on the same engine as leave and expenses. Each form is also a small data app, with grid, kanban, calendar and gallery views, reports and dashboards. Automation rules notify people, update records, call signed webhooks and create records in other Thoshika apps.

Key capabilities

  • Drag-and-drop builder with 27 field types
  • Formulas, conditional logic and validation
  • Multi-step, parallel and conditional approvals
  • Automation rules and signed webhooks
  • Grid, kanban, calendar and gallery views
  • Mobile filling that works offline

Home, filling and my submissions

Everyone sees the forms shared with them, what they have submitted and what is waiting for their approval.

  • Forms to fill, assignments with due dates and approvals waiting
  • Drafts saved automatically for signed-in people
  • Defaults from the signed-in person and prefilled links
  • My submissions with status, withdrawal and edit until approval starts
  • Language switcher for English, Hindi and Tamil

Form builder

Design forms on a canvas, preview them with real logic, and publish numbered versions.

  • Field types including tables, lookups, signature, photo, GPS, rating and NPS
  • Pages and sections, with a one-question-per-screen layout option
  • Lookups to employees, locations, customers, vendors, items and projects
  • Themes with accent colour, logo and cover text
  • Versions, so each response keeps the form it was filled with
  • Duplicate, archive, close and reopen

Logic, formulas and validation

One expression language drives visibility, formulas, approval conditions and rule conditions on the web, phone and server.

  • Show, hide and require fields based on answers
  • Formulas for totals, scores, dates and text
  • Required, ranges, length, patterns, unique values and format checks
  • Table column formulas with row totals
  • Quiz answer keys with automatic feedback

Approvals

Responses move through stages on the shared approval engine, so they appear in the same inbox as other requests.

  • Approvers by manager, manager’s manager, role, person or a person field
  • Sequential, parallel or first-decision-wins stages
  • Stage conditions such as an amount above a limit
  • SLA reminders and escalation
  • Fields the approver may edit during a stage
  • Visual state machine designer for record stages

Automation rules and webhooks

Rules run on submit, approval, rejection, a field change or a schedule.

  • Notify people in the app or by email
  • Set fields, create records in another form or update a linked record
  • Signed webhooks with retries and a delivery log
  • Create a Support ticket, CRM lead, purchase requisition, project task or HR helpdesk case
  • A run log for every rule

Data apps

Every form is a table of records that teams can view, filter and work on.

  • Grid with inline edit, list, kanban, calendar, gallery and timeline views
  • Saved personal and shared views with filters and grouping
  • CSV and Excel import with a dry run, and export
  • Comments with mentions, field-level history and record PDFs
  • Related records and links to what a rule created

Reports and dashboards

Charts over any form, arranged into dashboards and emailed on a schedule.

  • Bar, line, pie, pivot, KPI and table reports
  • Response summary with per-question counts, NPS and CSAT
  • Personal and shared dashboards
  • Scheduled report and dashboard emails with CSV

Templates

Ten ready-made forms for common business processes, installed as published forms you can change.

  • Visitor log, IT asset request and site inspection checklist
  • Travel request, purchase request and vendor onboarding
  • Customer feedback, incident report and event registration
  • Leave encashment request

Administration

Forms admins see every form and record in their scope, with settings and the webhook log.

  • Every form and record within legal entity or location scope
  • Reassign form ownership
  • Webhook delivery log with manual retry
  • Retention for public submissions
Screens

Forms and Workflows in the product

India

Indian rules, built in

Validation for Indian identifiers is built in, and public forms carry a data protection notice.

How Thoshika handles Indian compliance

  • PAN, GSTIN with checksum, IFSC, PIN code and Indian mobile formats
  • Aadhaar limited to the last four digits
  • Labels in English, Hindi and Tamil
  • Rupee amounts with Indian grouping, IST dates and April to March reporting
  • DPDP notice text and retention settings for public submissions
Mobile

Forms and Workflows on Android and iOS

Forms are filled in the main Thoshika app, including where the network drops.

About the mobile apps

On the phone

  • Forms shared and assigned, with camera photos, GPS and signature
  • Tables, lookups and the language switcher on the phone
  • Form definitions cached for offline use
  • Submissions queued in an outbox and sent once back online, without duplicates
  • My submissions and record detail; approvals in the shared inbox
Who uses it

Roles in Forms and Workflows

Every person signs in once. Roles decide what they see, and can be limited to a location, branch or other scope where the app supports it.

Every member

Fills forms shared with them, saves drafts and approves in the inbox.

Form builder

Creates forms, sets up sharing, approvals, rules, views and reports.

Forms admin

Manages every form and record in scope, settings and the webhook log.

See Forms and Workflows with your own processes

Forms and Workflows is available on its own or as part of Thoshika One, with every app for every employee.