1) To create a form from a template, click on Forms:
2) On top of the page you see the precreated form templates:
Eko provides 20 different customizable templates for your company forms (e.g. Business Travel Request, Paid Leave Request, etc.) As an admin, you can either publish these templates, or edit them (add, delete, edit questions, and much more)
3) Click on any template, e.g. “Leave Request”.
You can adjust this template before publishing:
— edit form name and description;
— remove or edit pre-created questions of this form;
— rearrange questions order;
— add questions;
— edit approval buttons;
— edit settings.
4) Once you are happy with the way this form looks, publish it — and it will appear in the app.
🎉 Great! You’ve just created a form from a template!