Add a Forms Hub
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It would be nice to have a central place to have all the forms displayed and see if they are active / inactive
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Michael Van Doorn
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Hey, everyone!
We are happy to share that all Workspaces now have access to the latest version of Forms! This includes
Forms Hub, Question descriptions, Information blocks, Cover images, backgrounds, and a more dynamic width!
Let me now if you have any questions or feedback!
Emily Austin
Hello
Some initial feedback after doing some playing around - the Sharing and Permissions on the Form Hub page is a little confusing as it doesn't line up with the Sharing and Permission when you actually click over to the List where the Form lives.
If you're still taking feedback requests - I would love to add in one more Permission level that
only
gives the user access to view and submit the form when they click on the Form name. Maybe the permission level is named 'Submitter' or something similar. As an example: We have a 'Help Desk' form that users submit tickets through. We want them to be able to click on the 'Help Desk Form' in the Forms Hub, and if they're set to a 'Submitter' permission level, it'll open up the Public Link when they click on the Form name. This makes sure that they're not able to access any List information or additional views. They're only able to submit the form.
As stated below, we'd also love the option to have the users receive a copy of their submitted answers in an email if they want that.
Fareedah
Is there a way to send a copy of the form submission to whoever submits the form? And is there a way for them to edit their submission?
Michael Van Doorn
complete
Hey, everyone!
We are happy to share that all Workspaces now have access to the latest version of Forms! This includes
Forms Hub, Question descriptions, Information blocks, Cover images, backgrounds, and a more dynamic width!
Let me now if you have any questions or feedback!
Shahen Halebian
Michael Van Doorn sooooooooooooooo much better
Elizabeth Bazan
Michael Van Doorn I noticed that all of the links for the forms hub on this page: https://help.clickup.com/hc/en-us/articles/6310233090711-Form-view state that I don't have the authority to access. Is there a timeline for when this will be updated in the help?
Nat Evans
Michael Van Doorn This is a feature I am very excited about
Found a bit which i'm hoping are fixable bugs
We have forms in ours that are attached to a list that has been archived (but no indication of this, I just personally know that they have been)
Would be good if these were separated like the Docs one has a archived tab
I am pleased to see that individuals cannot submit a form that is archived though (Which has reduced a panic!)
"Whoops something went wrong. Please try again. If the problem persists contact our customer support team. (FORM_003)"
It would be great if there was an indication on these live links prior to them being completed that they are not in use, or if click-up auto closes ones that have been archived, or a warning to the admin that closes them to ensure they un-publish it
Suggestion on enhancement
The option to group forms as we choose, potentially similar to the create section feature in chat but from a workspace view?
Michael Van Doorn
Hey, everyone!
Wanted to give an update on where we are at with Elegant Forms (our latest updates)
We are currently running a beta with ~150 workspaces and are at the stage where we are reviewing feedback + making some refinements. We expect that this functionality will be general available in the coming weeks.
Shahen Halebian
Michael Van Doorn Can my workspace be part of this beta? Our main function is using forms for almost all of our projects. We use it extensively.
Jaki K
Like others I am trying to fill in the form however when I paste - or type in my number it is adding commas - I think perhaps the form has a value attached to it rather than a 'text' format as it is automatically adding the number separators.
I would like to join
Kim Hoang (BF)
Jaki K I couldn't copy and paste, but I had to type in the numbers manually, then it works. This is basically not very usefriendly at all. ClickUp team should solve this issue @Micheal Van Doorn? :)
Jaki K
Kim Hoang (BF), Michael Van Doorn - Thanks have tried that, am using Google Chrome, MacBook Pro - still happening eveni if I type in my number :(
Michael Van Doorn
Hey, everyone!
We're looking for users who are interested in participating in an early release of our upcoming forms improvements (Including a Forms Hub).
If this is of interest to you, please fill out this form and we'll be in touch!
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Andrea Richards
Michael Van Doorn is there another way to retrieve the workspace ID the instructions noted are not pulling anything up for me in search.
Michael Van Doorn
Andrea Richards: Whoops, updating the form now
Khalil
Michael Van Doorn
When I paste my ID it adds commas to the number automatically and won't let me submit.
Michael Van Doorn
Khalil: Try typing the number instead of pasting, may be some hidden characters that are causing issues. We'll look into that! Thanks
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Vincent D'Amico
Michael Van Doorn
Will this mainly be used for managing, editing, and having a better understanding of Forms associated with our workspace.
I think forms get very hidden know and they are stuck in processes unless you are the individual that created them. So It would be a hub for those creating processes needing to intake data.
I also think from there it will make the short links more readily avaiable. So the capability to modify the columns on the form hub would be nice and give a way to filter them potentially
Looking forward to this!
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Alan
Definitely provide a thumbnail or ability to quickly look at a form as it’s too slow opening a form to check. A preview is needed for a quick look, especially if you have dozens of forms!
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Pierre Masius
It would be great to locate forms, open them, and submit them, depending on cases.
Creating a sort of page where you could choose which forms you want to show there would be great (and then you can share it to whoever you want). Also, it would be great to order and tidy them with titles and subtitles, and therefore have groups of forms. The forms would be presented nicely as a card.
Example:
Form Hub for Office Management (share with people working in this team).
Title N°1: Accounting
Description: You will find here all forms related to accounting things
- Form N°1: Expense Request
- Form N°2: Supplies order request
- Form N°3: Improve idea to accounting dpt. request
Title N°2: XXXXX
Description: xxxxxxx
- Form N°1: XXXXX
etc.
Natalie Williams
Pierre Masius agreed.
I want to be able to see all forms in my workspace, where they are, and who has access. I want to be able to open the form to edit (and when that window is closed be returned to the form hub to continue where I left off), grab the link to share (without having to open the form), and change form permissions (again without having to open the form).
Michael Van Doorn
Merged in a post:
Forms Home or library
Maryum Hakim
A central place to manage, view, and organize all existing forms.
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