Forms, workflows and approvals

• Building a formCreate the questions people answer in performance reviews, one-to-ones, 360 feedback and CPD, and decide who can see and answer each one.
• Overriding a form responseUnlock a submitted form for correction, or close one nobody is going to finish.
• Automating launches with launch rulesHave reviews and one-to-ones start on their own, for the right people, without anybody remembering to launch them.
• Setting up escalation policiesDecide what happens when nobody acts — who gets reminded, when, and when the work moves to somebody else.
• Monitoring live workflowsSee what is running, who it is waiting on, and which ones have stopped needing a person and started needing you.
• Working through the approvals inboxWhat lands in Approvals, what each decision does, and why approving is the step that actually changes something.
• Give this section a name - the default title cannot be savedWhat this message means when you save a form, and how to fix it.

Deep dives

The full detail behind the articles above, for when you need to know exactly how something behaves.

• How form validation worksWhat Learnient checks when someone saves or submits a form, and which people each check applies to.
• How workflow launch worksThe full rules for what happens when you launch a workflow, from what has to be ready first to what the people involved are told.