Flexible data collection
Forms




Built to collect structured, reliable information and turn it into action. Forms allow organisations to capture data and use it across apps, workflows, analytics, and documents.

Forms
Build. Collect. Analyse.
Capture data that drives real workflows. While most form tools stop at submission, Collabia connects forms directly to records, apps, projects, and workflows, making them a core part of your operational system.
This ensures consistent data, automated processes, and actionable insights - all within one connected platform.
Build
Design forms your processes require
Create flexible forms using configurable fields, sections, and layouts. Apply conditional logic, rules, and triggers to control how forms behave - show or hide fields, validate inputs, route submissions, and trigger actions automatically.
Forms can be as simple or as detailed as required, supporting everything from quick inputs to complex, process-driven data capture.
Collect
Reliable submissions across teams
Enable fast and reliable data submission from any device. Collabia Forms are fully mobile-friendly, allowing employees, partners, or external users to submit information easily - whether in the office or on the move.
From field reports and inspections to incidents and requests, data is captured consistently and becomes instantly available across your system.
Analyse
Turn submissions into insight and action
Analyse form submissions using dashboards, reports, and scoring logic. Automatically evaluate answers, assign scores, and flag critical inputs that require attention.
Generate custom PDF documents from individual submissions or consolidated reports using configurable templates. Produce consistent, professional outputs for inspections, assessments, approvals, or compliance.


Characteristics
Designed to manage organisations, not just work.
Form Builder
Design forms with flexible field types, sections, and layouts to match your data requirements.
Conditional Logic
Show or hide fields, enforce rules, and adapt form behaviour dynamically based on user input.
Submissions
Submit forms seamlessly from mobile devices, tablets, and desktops - ideal for field and on-the-go work.
Data review
Analyse submissions with dashboards, record views, and board layouts. Group and filter to identify patterns, trends, and exceptions.
External forms
Allow secure submissions from external users without exposing the full platform.
Consistent Data
Standardise submissions across teams to ensure reliable and comparable data. Ensure data quality with required fields and validation.
Automation
Trigger notifications and actions based on specific responses or conditions. Automatically create or update records, tasks, or workflows.
Scoring
Assign scores to answers, calculate results, and evaluate submissions automatically.
Flagging
Highlight critical responses or risk conditions that require immediate attention.
Documents
Generate custom PDF documents from individual submissions or consolidated reports using configurable templates.
Connected Records
Link form submissions to apps, projects, CRM records, and workforce data.
Audit History
Maintain a full history of submissions, changes, and actions for traceability and compliance.




