Workflow Logic Pack

Program Cap & Auto-Waitlist Rules

The cap that enforces itself

Browse Templates
Rule builder card reading 'When committed ≥ 95% of budget → switch to waitlist' with a member-facing waitlist banner preview.

No more denying members who applied in good faith. These rules connect any application form to its program budget — when committed funds hit your threshold, the form auto-closes or flips to a waitlist with honest messaging about position and prospects. If budget frees up (a denial, a mid-year increase), waitlisted applications release in order.

What's included

  • Budget-linked form open/close rules
  • Waitlist mode with position messaging
  • Ordered release on freed budget
  • Threshold notification to admins

Features showcased

Save adds this template to your workspace. New to SaaS eForms? Your free trial starts when you save. Customize everything once it's in.

  • Database + DashboardMost Popular
    Incentive Budget Tracking

    Incentive Budget Tracker

    Committed vs. paid vs. remaining — live

    The real-time budget view: every submission counts against the program budget the moment it arrives, not when the check is cut.

    DatabasesReporting & InsightsReal-time Status Tracking
    Starter15 min setup
    View Template
  • Workflow Logic Pack
    Incentive Budget Tracking

    Per-Member Limit Enforcement

    Lifetime limits, checked automatically

    Rules that check each new application against the member's prior claims — annual and lifetime limits enforced at submission, not discovered at review.

    Workflow AutomationDynamic FormsAuditability & Security
    Starter10 min setup
    View Template
  • Dashboard
    Incentive Budget Tracking

    Multi-Program Budget Overview

    Every program, one budget picture

    A portfolio dashboard rolling all program budgets into one view — burn rates, projections, and reallocation candidates for mid-year decisions.

    Reporting & InsightsDatabases
    Intermediate20 min setup
    View Template
  • BundleMost Popular
    Program Starter Kits

    Complete Rebate Program Starter Kit

    A full rebate program in one save

    The whole rebate stack in one bundle: application form, review workflow, budget tracker, notifications, inspection form, and reporting — pre-connected.

    Dynamic FormsDocument CollectionWorkflow Automation+3
    Starter30 min setup
    View Template

Program Cap & Auto-Waitlist Rules

Free with any plan · Sets up in 15 min

Program Cap & Auto-Waitlist Rules

Free with any plan · Sets up in 15 min