Creating a Smart Form

This guide provides step-by-step instructions on how to create a smart form using the web app. It covers everything from building the form to defining the audience and adjusting settings.

Steps to Create a Smart Form:

1. Navigate to the Web App: [companyname].ourpeople.com
2. Click Smart Forms 
3. Click "Create Form"

4. Name the Smart Form.

5. Click "Select Category" and select the category that best suits this form from the dropdown menu.

6. The first card shown will automatically be a text card. Be sure to add a title and add text to the text field.

7. Click "Add Content" to build the rest of your Smart Form. You can add as many cards as you need.

8. Click "Define Audience"

9. The audience will default to 'Everyone', so be sure to adjust by using the filters.

10. You can filter by region, team, department, job title, skill, person, tag, or user role.

11. Adjust delivery settings by clicking "Settings"

12. By clicking "Collect anonymous responses" form submissions will not show the names of those submitting responses.

13. By clicking the "Select administrators" field, you can select the admins who should have access to these form submissions.

14. Clicking "Select administrators" will allow certain admins access to edit this form.

15. If you "Enable status tracker", this will give admins the ability to see open and closed submissions and take action accordingly.

16. Click "Save & Publish" when you're ready to share this form. Clicking "Save" will save it as a draft.