In Hive, you can create custom forms that anyone (i.e., internally or externally) can fill out in their browser. Submitted forms have the option to automatically create an action card in Hive with all the form details.
Some great uses for Hive forms can include:
collecting orders or requests
submitting bugs and other issues
gathering structuring information from employees (e.g. contact info)
capturing details for a new project request
and much more!
How to create
Enable "Forms" from "Hive Apps" if it's not already enabled
Click "+New Form" from the forms library
Add a title and description
Drag and drop the fields you want to add to the form
There are multiple different question type options and 5 dynamic fields you can add to a Hive form.
Below are example questions that can be created using a Hive form:
File Upload (can support any type of file)
The ruler tool is great for visually breaking up fields in the form.
Depending on which field you choose, you have the option to make it required, add help text, set a max character length, and other customizations.
Add confirmation message
This is the message that the person will see after they submit the form.
Set where you want to submit the form
Determine where the submitted forms should route
Once someone has submitted a form, the data can go to a few places. The lower section of the form edit page 'Submit to' allows you to configure where the submitted forms get routed to:
Hive Action - Selecting the 'Each time a form is submitted, it will be added to a selected project and assigned to a team member.' option will automatically create an action card in Hive in a designated project and assign the action to the person(s) you select. It will look like this:
Project - Selecting the 'Each time a form is submitted, a new project will be created with the following members' option will automatically create a new project each time the form is submitted. On the edit page of each question, you can designate the question selections to be mapped to the new project description and/or project custom fields areas.
Email - Selecting the 'Each time a form is submitted, an email will be sent to the following people' can provide an email and all the information provided in the form will arrive in that inbox. See below.
Email submitter - Selecting the 'Each time a form is submitted, send a copy to the form submitter' option will send an email will all of the entered information to the person that filled out the form.
Require Hive sign-in - Selecting the 'Require sign-in for form submissions' option will require those submitting the form to sign into Hive in order to submit the form.
Admin Controls - Selecting the 'Only admins and form creator can edit' option restricts editing to the form creator and admins.
Sharing the form Externally:
Each form comes with a link that you can share or post on a website.
To access the link, on the forms library page click the 'Copy URL' button to save it to your clipboard where you can then post it where you would like.
When a person clicks on the form, they will be taken to a web page that looks something like this.
There they can fill out and submit their information.
The "Form" feature is definitely an awesome way to get things done!