Forms

The Forms screen provides you with the functionality for managing and exporting forms.

1. Click the Forms Added by Me button to filter or view forms that you have added.
2. Review the list of forms displayed in the table, which includes columns for Title, Close Date, and Actions.
3. If you want to export the list, click the Export to Excel button to download the data as an Excel file.

1. Click the New Form button to create a new form.
2. Click the Copy Form button to duplicate an existing form.
3. Review the list of forms displayed in the table, which includes columns for Title, Start Date, Close Date, and Actions.
4. Click the Export to Excel button to download the list of forms as an Excel file.

1. Enter the Title of the form in the provided field.
2. Fill out the Header section using the text editor.
3. Check the Show calendar to the user option if needed.
4. Set the Opening Date by clicking the field and selecting a date.
5. Set the Close Date by clicking the field and selecting a date.
6. Upload a Terms and Conditions document using the Choose File button.
7. Select the Department from the dropdown menu.
8. Choose the Visibility option: Public or Private.
9. Enter any additional Description in the text box.
10. Click the Save button to save the form.
11. Use the Preview button to review the form before finalizing it.