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People and workForms and Workflows

No-code forms with Indian 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
  • PAN, GSTIN, IFSC and Indian mobile checks
  • Multi-step, parallel and conditional approvals
  • Automation rules and signed webhooks
  • Grid, kanban, calendar and gallery views
  • Mobile filling that works offline
What it does

Forms and Workflows in detail

Form builder

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

  • Field types including tables, lookups, signature, photo and GPS
  • Pages and sections, with a one-question-per-screen layout option
  • Show, hide and require fields based on answers
  • Formulas for totals, scores and dates
  • Labels in English, Hindi and Tamil
  • Versions, so each response keeps the form it was filled with

Sharing and public links

Share forms with people inside the company, or open them to the public with spam protection.

  • Share with everyone, roles, people, departments or locations
  • Public links with rate limits, a honeypot and minimum fill time
  • Optional email OTP before a public submission
  • Embed snippet, QR code and prefilled links
  • Open and close dates, response limits and one response per person
  • Assign a form to people with a due date and reminders

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

Automation rules

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, reports and dashboards

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

  • Grid with inline edit, list, kanban, calendar and gallery 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
  • Bar, line, pie, pivot, KPI and table reports, and dashboards
  • Scheduled report emails and NPS or CSAT summaries

Mobile and offline

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

  • Camera photos, GPS capture and signature on the phone
  • Form definitions cached for offline use
  • Submissions queued and sent once back online, without duplicates
  • Ten ready-made templates for common Indian business forms
Built for 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
  • Rupee amounts with Indian grouping, IST dates and April to March reporting
  • DPDP notice text and retention settings for public submissions
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.

Works with

Connected to the rest of Thoshika

Apps share one directory, one sign-in and the same records, so nothing is keyed in twice.

On the roadmap

Planned work, not available today. Timing is not committed.

  • Timeline view
  • Portals with sign-in for outside users
  • Quiz answer keys and automatic feedback
  • Visual state machine designer

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.