How to Create Forms

Last Updated: April 21, 2025

Overview: 

You can now setup custom forms for employees to submit for managers or other user approvals via Omni.

For example, if you require employees to submit a Flexible Work Arrangement request, this form can be setup with approval flows, all within Omni.

Step 1: Set Up Form Details

• Navigate to Forms → Create Form to create a new form.
• Fill in the Form Name that the employees will search for
• The following fields will be empty by default:

            - Form Name

 - Category (You may create new categories to organise your forms)

            - Description

• The creator will be the form editor by default and at least 1 editor is required.
  
  

Step 2: Design Form Content

• Utilize the Form Builder to design your questions or sections to be displayed within the form.
• The following questions types are supported:

    - Heading 1

    - Heading 2

    - Body text

    - Short text

    - Paragraph

    - Multiple Choice (Single select)

    - Multiple choice (Multi select)

    - Date Picker

    - Time Picker

• Admin can choose to duplicate a question by clicking on the duplicate icon in each element.
• To add more elements in the form builder, Admin can choose from the list shortcut form element, or click on the + icon to view ALL available form elements.

Step 3: Define availability scope

• By default, the form will be available to everyone.
  
  

• Admins can decide to only share the form with Specific groups of employees.
  
  

Step 4: Define Approval Flow

• Admin can decide who are the approvers that need to approve / reject a form that is submitted by an employee.
• By default, an approval rule will be in place for all forms — to be approved by Manager.
  
  

• Admin can edit the default approval rule or add a new approval rule
  
  

Step 5: Review & Publish

• Review the Forms setup: Form Name, Category, Description, Editors, Availability Scope, and Approval Flow
• Preview Feature: Preview the final form before launching.
  
  

• If there are any errors in any step of the form, an error will be displayed at this Step 5 for admin to fix before publishing the form.
  
  

Save Forms as Draft

• At any step in the Forms creation process, Admins have the option to save the Forms as a draft.
• Saved drafts allow Admins to:

    - Pause their progress and resume editing later.

    - Review and refine details before finalising the Forms.

Related Article(s):-

• How to Edit or Delete Forms

Still Need Help?: 

Reach out to our support team should you need further assistance.