To create and manage forms, you’ll need to access the project settings and configure workflows.

Follow these steps:

Step 1: Navigate to Project Settings
• Open the project where you want to create a form.
• Go to the Project Settings page.
• Click on the Workflow tab

Step 2: Start Building a New Form
• In the workflow editor, look at the left-hand side corner to find the Forms section.
• Click New Form to begin creating one.

Step 3: Configure the Form
When designing a form, the interface is divided into several sections:
Form Name – Give your form a clear title.
• Description – Add instructions or context for users.

Left Panel
• Contains Smart Chips (preset fields).
• You can drag-and-drop a chip or create a new one.
• Properties of each chip appear below for customization.

Properties Panel

• Opens when a Smart Chip or UI Component is selected in the form canvas.
• Displays editable configuration options for the selected element.

Middle Section
• Enable/Disable Toggle – Decide if the form is active.
• Preview Button – View how the form will look to users.
• Lock Form – Prevent further edits once finalized.
• Privacy Settings – Control who can access the form.
• Share Button – Generate a shareable URL.
• Three-dot Menu – Options to duplicate or delete the form.
• Exit (Cross Button) – Leave the form designer.
• Right Panel (UI Components)

Drag-and-drop UI components to build your form layout (right side):

• Text – Add instructions, labels, or notes.
• Image – Insert visual elements.
• File Upload – Allow users to attach documents.
• Divider – Organize sections for clarity.
• Table – Collect structured data in tabular format

Step 4: Save the Form
• After arranging sections and components, click Save.
• Once saved, the form will be available for use in Collab Central.

Submitting a Request with Forms

Once forms are created, team members can use them to submit standardized requests.

Step 1: Access Forms
• Go to Collab Central.
• In the Search tab, type the name of the form you want.
• Look for the form icon (small form-like symbol on the left corner).

Step 2: Fill Out the Form
• Click on the form.
• A pre-designed template will open.
• Complete all required fields.

Step 3: Submit the Form
• Once filled, click Submit.
• The form will be automatically processed into a task.
• You can view this task under Recently Created Tasks.

Step 4: Workflow Automation
• Each form is tied to a predefined workflow.
• Once submitted, the workflow is automatically applied to the task.
• On the left-hand side of the task page, you’ll see:
• The submitted form
• A description
• Workflow actions

Step 5: Complete and Forward
• To move the task forward in the workflow, click Complete and Forward.
• The request is then routed to the next step or responsible person.