BoondForms for Resources

Follow

Administration > Templates > Forms tab

Once you were given the right, you will now find the Forms tab in Administration > Templates. In this tab, you will be able to create and configure forms. 

When creating a form, you will have 3 sections:

1 - Information

After clicking on the (+), you will have to fill the following fields in the Information section:

• Form name
• Visible or archived state
• Card associated to the form (Resources cards only)
• Form description

2 - Configuration

In the Configuration section, you can fill out:

• the Types of Resources that will receive this form
• the Agencies concerned by this form
• the form recipient (Resources, Main Manager, HR Manager)
• the mail object 
• the mail message (with available variables)

3 - Add a question

After configuring your form as wished, you can create your form's questions. 

You have the possibility to choose if your question is optional or not by ticking the option.

You also have the possibility to choose the type of response you need, among the following options:

• Long text
• Barometer: emojis to mesure satisfaction
• Unique choice: you create a few options as answers and the recipient can only choose one
• Multiple choices: the recipient can choose multiple suggested answers
• Number: answer with a numerical value (salary, rate out of 10 etc.)

All you have to do now is save your form. 😊

Resources module > Resource card > Forms tab 

It is now time to send your form to your Resource. 😊

In the Resource card, you can now find the Forms tab. When clicking on the (+), you will then have the choice between all the available forms for this Resource.

Then, if needed, you can edit the email that will be sent to the Resource to customize it before clicking on Launch in order to send it.

When the form is filled in and validated by the Resource, the manager who sent the form will receive an email notifying them about the form's validation. You can click on the link in this email or check the form's results in the related Resource card (Forms tab). 

1 - Necessary access rights to create/configure forms

Administration > Managers/Roles > Manager/Role card > Administration tab

When enabling the Forms module, you allow managers with this role to access to configuring forms.

2 - Necessary access rights to see pending/completed forms of a resource

2.1 - Necessary access rights to see the "Forms" tab of a resource

Administration > Managers/Roles > Manager/Role card > Main modules tab > Resources configuration > Card section

If you wish to access forms and to send them from the Forms tab in a Resource card, you need to enable the reading rights of the Forms data group.

2.2 - Necessary access rights to see the list of sent forms and their results

Administration > Managers/Roles > Manager/Role card > Miscellaneous tab > Forms configuration 

Just like the Actions module, it is possible precisely adjust access rights to a card's forms. In order to simplify configuration, here's our recommendation:

• Access : 
  • If the user can read the parent card -> Read
    • This allows your user to see the forms of a resource card as long as they have access to their "Forms" tab
  • The manager and his N-1 -> Read & Write
    • This allows your user to see and edit the forms that they or their N-1 created
• Restriction : 
  • Our recommendation is to manage restrictions directly from the Resource module by disabling the "Forms" group data for certain types of resources for example (i.e. in order to prevent managers to see the forms associated with the staff cards/their colleagues' cards)

For more details on how to give access rights to cards, we invite you to check this article: Configuring access rights for cards of a module.

3 - Necessary access rights to send forms

Administration > Managers/Roles > Manager/Role card > Miscellaneous tab > Forms configuration  

In the Miscellaneous section of this configuration, you also have the possibility to select or deselect the right to create and/or delete forms in a Resource card.