Creating Work Forms

This flow guides you through the steps of creating a work form. You'll learn to add questions, set notifications, and finalize your forms for team to complete.

How to set up a work form

WorkForm Library | Workyard | staging

Create WorkForm | Workyard | staging

Untitled form
Duplicate
Delete
1.
 
Enter description here
No
Yes
Yes/No (Boolean)
Duplicate
Required
Delete
2.
 
Add another questions
Select All
Option 1
Item 2
Item 3
Item 4
None
Other (describe)
Multi-Select Dropdown
Duplicate
Required
Delete
Add Question
Add Question

Set Default Answer
Set Correct Answer
Store values in the following property

3
Triggers & Alerts

Assign when to complete forms

Require this form to be completed when selected members clock in

Assign this form when members clock out

Require this form to be completed when selected members clock out

When unexpected answers received
No Notification
Get a daily summary
Notify for every unexpected answer received

Notification settings
When unexpected answers received
No Notification
Get a daily summary
Notify for every unexpected answer received
Agus Daud
When form submissions received
No Notification
Get a daily summary
Notify for every submission received

Notification channels

Push
Email

When form submissions received
No Notification
Get a daily summary
Notify for every submission received