Global form: a single source of truth for your entire process
The Global Form feature in ROK lets you centralize all form fields into a single structure shared across every task in your workflow.
Why it matters
Less maintenance: update a field once, and the change is applied everywhere.- Business consistency: all teams rely on the same data, with no duplicates.
- Faster setup: no need to redefine the same fields for each task.
How it works
- When designing your workflow, ask the AI to generate a global form.
- The form is automatically linked to the generated flow.
- In the Design tab, you can customize the visibility, requirement status, or layout of each field for every task.
Example use case
An HR onboarding workflow uses a single form that includes:
- Employee information
- Required attachments
- Administrative tracking
The manager sees only HR data. The IT team sees only technical details.
But all teams work from the same global form.
Unlock more with the full version
Combine your global form with reusable templates, advanced validation rules, or a direct connection to your HR system (HRIS).