Forms Builder
Forms Builder Help Summary
The MyHub Forms module enables organizations to build dynamic, customized forms with built-in workflows, automated email notifications, and permission-based processing. In this overview, we walk through the setup of a basic leave request form while demonstrating powerful features like status workflows, email triggers, and user permissions. This tool is ideal for streamlining internal processes like leave approvals, IT requests, onboarding forms, and more.
Key Features & Benefits 1. Intuitive Form Builder (Design Tab) Drag-and-drop interface: Easily add fields such as headings, dropdowns, date selectors, and user-specific fields like “Full Name” (auto-filled based on the user's profile).
Custom field options: Basic, common, and survey-style fields allow for a variety of form types from feedback surveys to operational workflows.
Required fields: Optionally mark fields as mandatory to ensure complete submissions.
2. Workflow Management (Workflow Tab) Status-based automation: Create custom statuses (e.g., Pending, Approved, Denied) to track each submission's progress.
Default status assignment: Set a starting point (like "Pending") for new submissions.
3. Action Triggers (Actions Tab) Conditional email notifications: Automatically notify specific reviewers (e.g., managers) based on form input using dynamic field conditions.
Status change alerts: Send customized emails to users when their request status is updated.
Logic-based field visibility: Show or hide form fields dynamically depending on user selections.
4. Permissions & Access Control Role and user-level access: Assign permissions for who can submit, view, process, export, or delete form submissions.
Controlled visibility: Limit form access so reviewers only see submissions relevant to them (based on field selections like manager name).
5. Submission Management Filter by status: Easily track requests by status (Pending, Approved, Denied) or by user queue.
In-line status updates: Approvers can update the status with optional comments that trigger email notifications to submitters.
Export & deletion tools: Admin users can export form data to Excel or manage submission records based on permissions.
Why Use the Forms Module? The Forms module saves time and reduces manual processing by automating workflows and keeping form data organized in one place. Whether it’s for HR leave requests, IT support tickets, or employee feedback, the built-in logic and permission settings ensure submissions are routed to the right people with minimal effort.
If you have questions or need help setting up your own form workflow, the support team is available to assist.