If you’ve been following the Forms section up to this point, you should now have a good grasp of all of the different features, buttons, and tools at your disposal for making, customizing, and sending out your own forms. Now that we’ve covered all of those basics, it’s time for the most important - walking you through the actual creation of a new, custom form.
Here, we’ll go over how to go about creating a new form based upon one of our pre-existing templates.
Note: If you are unsure about how any of the buttons or fields work in the Forms Creator area, refer back to our Overview of the Forms Creator article for more detailed information.
- Select a Form Template
From the Admin Panel, click on the heading Forms on the left-hand side of the page. On the top of this Forms page, you will see a selection of pre-existing templates.
Eko provides over 20 different customizable templates for you to use in designing your company forms (ex: ‘Business Travel Request’, ‘Paid Leave Request’, etc.) As an admin, you have the option to either publish these templates as they are, or edit them to fit your specific form needs (such as adding, deleting, editing fields, and more).
When you’ve found a template which you think will fit your needs, click on it to move to the Forms Creator, which will be pre-populated with content from your chosen template.
- Edit your Form
Before publishing your template as a new form, you may want to look over the format and edit your fields and questions, to fit your form objective better. You can choose to make any of the following changes before you Publish your form:
- Edit the form name and description.
- Remove or edit any pre-created questions/fields on this form.
- Rearrange the questions in a different order.
- Add any questions.
- Edit the ‘Approve’ or ‘Reject’ buttons.
- Edit the recipient permissions or stages.
Once you’re happy with the format of your new form, you can click the Save Draft button for putting into use later, or click Publish to give your users access to it right away.
You’ve now successfully created your first form from a template!