The Forms Tool allows you to create custom forms with workflows, email alerts, and exportable submissions data.
These forms are for site users only; they cannot be accessed or submitted by people without a login to your site.
By default there are no approval steps. If you require one or more, click the [+ Approval step] button
There are three email templates, one each for submitters, admins and approvers.
For each email template:
Once your form is active, you then need to direct users to the form with a link on the intranet.
This link could be added to a content item or directly to a section page.
To get your form link:
To view and/or export your submissions data:
The default sender email addresses are managed using the following dictionary IDs:
You can also update sender email addresses per form in the Form Builder 'Emails' tab.