Just getting started with forms? Review the article here to get you caught up.
Hive forms has become even more powerful with the introduction of dynamic fields.
Dynamic Users
Use a Dynamic Users field to let the person filling out your form choose a user. Turn on Map to action assignee if you want their answer to assign the action created by the form. Project access still applies, as explained below.
Choose which users appear
Open your form in the editor and add or select a Dynamic Users field.
Under Available users, choose Specific users.
In Specific users, select the people you want to include.
Use Preview to check the list, then publish your changes and check the published form.
The people you select can appear in both Preview and the published form, including people in your workspace who are not members of the private project receiving the submission.
If you choose Specific users but don’t select anyone, no people appear in the list. It does not show everyone by default.
Other Available users options follow the selected user type and the project’s access rules.
Choosing a user does not grant project access
Adding someone to Specific users controls whether they appear in the form. It does not add them to the project or give them access to it.
If you turn on Map to action assignee, make sure the people you include have access to the project where the action will be created. Someone can appear in the dropdown without being assigned to the action when the form is submitted.
The person assigned to the new action receives an assignment notification.
Dynamic Projects
Dynamic Project Question allows you to map the action card to a selected project or automatically link the action card to a project.
If the “Map to project” option is selected, the submission will create the action card in the selected project within the Dynamic Project Question.
If the “Map to linked projects” option is selected, the submission will create the action card in the project selected at the bottom of the form, but the action card will be linked to the chosen project.
*Note - You must make sure the Form owner is part of the project you want to choose since the project you’re searching for won’t be in the dropdown if the Form owner is not part of the project.
Dynamic Labels
With dynamic labels, the form submitter can select which label their form relates to. The action is then auto-labeled for the team that receives the request. When editing the field, select "Map to label". Then in the 'Available labels' drop-down, choose the labels that will be available for selection in this form.
Once complete, the user will be able to choose their assignee, project, and label(s) when submitting a form, and those fields will map directly back to Hive.
Dynamic Custom Fields
You can also have dynamic custom fields in your form. You can choose between project and action custom fields.
If you go for action custom fields, don't forget to select 'Map it to action custom field' so that the response automatically fills in the custom field in the resulting action card.
Dynamic Priorities
Finally, you may select the Dynamic Priorities question type, to display a drop-down list of the action card priorities in the workspace to the form submitter. You should map the answer to the priorities field, as shown here:
On the form, the question appears like this:
