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Dynamic Forms

What is Dynamic Forms?

Dynamic Forms provides a simple way for non-technical users to take any paper-based form and quickly build a sophisticated, interactive electronic form that can be flowed for approvals. This secure, state of the art e-sign/workflow system ensures all information for common requests is gathered, stored, and approved in one location. 

What does this mean for Texas State University?

Most of the forms that are commonly utilized by Academic Affairs have transitioned to a paperless format. Dynamic Forms is one of the software programs used to help in this transition. Forms can be initiated and signed at any time, and once the forms are complete, can be easily accessible via your Dynamic Forms Inbox. This also allows users to view the status of pending forms and how long it has been in a participant's queue. 


**Please note - only use the link above if you have any pending documents, or if you want to review your form submission history. To initiate new forms, please see the List of Forms Currently on Dynamic Forms section below.


Guidelines, Live Forms, and Additional Resources

  • Frequently Asked Questions (FAQ)

    • If the link on the email notification does not work, please use the direct link that is found here:

      Dynamic Forms Login

       

      Please do NOT create an account! This has the potential to disrupt any Dynamic Forms services for any forms moving forward. 

    • No. Please refrain from creating a Dynamic Forms account unless you plan on creating forms for your area. 

    • Please reach out to Jesus De Leon at xin10@txstate.edu and your form will be returned to you for corrections. Please be sure to do this in a timely manner; if the form is approved by any participant after you, the form will need to recollect any signatures that were previously on the form. 

    • You may check the status of your form by logging on to your Dynamic Forms account. From there, you will see the list of forms that you have submitted. On the right hand side, click on “Actions,” then “edit co-signers.” You will now be able to see where your form is currently at in the approval flow. If the next individual does not look correct to you, please reach out to Jesus De Leon to get that corrected.

    • The forms usually take 4-5 business days to process. 

    • The form is routed automatically once you complete the form and have your Dean/Vice-Provost selected. Other workflow participants are pre-populated according to the type of request and required approvals. Once signatures are collected from these individuals, your form is complete.

    • You may access your forms by logging in to your Dynamic Forms Inbox using your Texas State credentials. Once you are signed in, depending on the status of your form, you will need to do one of two things:

      If your form is still in review:

      • Once you log in, you will see your form on the home screen. From here, you can click on “actions” and see where your form is in the queue. 

      If your form is completed:

      • Once you log in, click on “my forms” at the top right hand side of your screen, then click on “Forms History.” Here you will see all of the forms that you have submitted, which can be reviewed either as a PDF or in a separate window via HTML. 

For any additional questions that are not answered on this page, please send any Dynamic Forms inquiries to the Academic Affairs Budget email address and CC Jesus De Leon