Forms can be a much more straightforward way to make requests or submit paperwork. However, because they are designed to be heavily customized, they can often carry a lot of different information that can be hard to understand if you aren’t familiar with them. Here, we will go over the various places you may see a form, and how to ‘read’ them.
Forms can appear in the Eko app in three main ways:
Type 1: A Form in Bubble View
The bubble view of a form appears when a form is sent via a chat group, and shows general information about it: the Name of the form (e.g. Paid Leave Form, General Feedback, etc.), the form’s Subtitle (if it has one), the Deadline, and the Time that the form was submitted.
Type 2: A Form Preview
A Form preview appears when you navigate directly to the Forms tab, and shows an overview of the most important details. The preview will look slightly different depending on if you’ve sent or received the form
- If you’ve sent the form, the preview will list the Form name, the date it was sent, the Approver(s) it has most recently been routed to, the form’s subject (if it has one), and the current status.
- If you’ve received the form, the preview will list the Form name, the date it was sent, the Sender who submitted it to you for consideration, the form’s subject (if it has one), and the current status.
Type 3: A Form in Detailed View (Full View)
When you click or tap into a form from the forms tab you will access the detailed view. This view contains all the relevant information relating to that particular form, including any info from the views mentioned above. This view will show you:
- A detailed log of all included recipients, including when and how they responded.
- A detailed list of all content included in the original form.
- Options to share the form or to view it as a PDF.
- An area for comments, where you can have a real-time chat with other users regarding that specific form.
- If you’ve received the form, it will also give you the option to respond to the form (Approve, Reject, etc.).
Now you can read and understand the various form views you’ll encounter!