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I want to set up forms and questions.
I want to set up forms and questions.
Asia Ali avatar
Written by Asia Ali
Updated over a week ago

In Cognota, admins will be able to set up forms and questions using Request Forms.

These will be used to submit or input new requests from your Learning or Business Users.

To add a Request Form, follow these steps:

1. Navigate to the Settings menu option, click Configurations, open the Intake tab, and select Request Forms.

2. Select Add Form.

3. You'll then be able to customize the Form Summary including the Form Title, Request Type, Business Unit, Default Request Owner, and Description.

The Form Title is the name of the form that will appear when someone is selecting what type of request to make.

The Request Type classifies what type of Request the form should be categorized under.

The Business Unit defines which business units will be able to view, fill out, and submit this type of request.

The Default Request Owner(s) are the people that should be notified when a new request has been received using this form and will be the individuals responsible for reviewing and actioning the request.

The Form Description is an overview of the form that will appear when requesters are choosing the type of request they wish to fill out.

4. Next, click on Form Design. You'll see that this section has three tabs: General Information, Request Details and Internal Information.
For General Information, these are the fields that the Requestor will start by filling out. A few of these fields are hardcoded like Request Title, Business Unit, and Requestor Name, but you'll also have the option to add additional questions by clicking Add Question under the Custom Questions section below.

We'd recommend adding in the bulk of your form questions in the next tab, Request Details.

In Request Details, you'll be able to add your custom questions that the Requestor will be responsible for populating.

By default, we include a Request Description field. You can add in your questions by clicking Add Question under the Custom Questions section below. You can use any of the following question types:

  • Text Field

  • Dropdown

  • Radio button

  • Checkbox

  • Toggle

  • URL

  • Numeric Field

  • Date Field/Range

  • File Upload

  • Range

The last tab is Internal Information. These are custom questions that your Requestors will not see, but instead can be populated by your team after the request has been received. You can use the same question types referenced above.

5. Once you have customized and saved your Form, the final step is to publish your form! Select the Form from your list of Request Forms and toggle the Publish button.

This will make the Form visible in your list of request forms when your Learning Team or Business Users are submitting a request.



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