Forms: An Operations Hub Feature

Learn to use forms and have your employees fill in forms, checklist, reports, request and more.

Chen Shofar avatar Yuval M avatar Noam Serlin avatar +2
20 articles in this collection
Written by Chen Shofar, Yuval M, Noam Serlin and 2 others
Working with Forms

Where Can I Find the Form Entries?

Check your employee's entries using show entries
Chen Shofar avatar
Written by Chen Shofar
Updated over a week ago

Edit Form Entries

Change Mistakes in Already Submitted Forms
Romi Oppenheim avatar
Written by Romi Oppenheim
Updated over a week ago

Deleting Form Submissions

Organize your employee submissions
Chen Shofar avatar
Written by Chen Shofar
Updated over a week ago

Can I Export Form Entries?

Improve compliance and receive instant emails every time an employee completes a Form
Chen Shofar avatar
Written by Chen Shofar
Updated over a week ago

How to add Manager Fields to a Form

Create an approval or internal ticketing system for your company
Chen Shofar avatar
Written by Chen Shofar
Updated over a week ago

Bulk Form Actions

Downloading & deleting multiple Form entries in a single click
Noam Serlin avatar
Written by Noam Serlin
Updated over a week ago

How to Move a Form Between Categories

How to reorganize your Forms
Noam Serlin avatar
Written by Noam Serlin
Updated over a week ago

Form Share Options

How to share Form entries with anyone
Nathanel Creson avatar
Written by Nathanel Creson
Updated over a week ago

Form Information Flow Automation

Distribute Forms entries to relevant stakeholders automatically in real-time
Yuval M avatar
Written by Yuval M
Updated over a week ago

Send Automatic Reports of Form Entries to Any Email Address

Send periodic reports of entries to email addresses of your choice based on specific filters and take process automation to the next level
Chen Shofar avatar
Written by Chen Shofar
Updated over a week ago

How to Set Up an Automatic Form Reminder

Automatic push notifications that remind employees to complete a Form
Chen Shofar avatar
Written by Chen Shofar
Updated over a week ago