Use Forms to prepare reusable questionnaires, send them from the record they concern, and review the answers. A supplier assessment, project questionnaire or incident intake can bring structured information into a review without giving the recipient a workspace account.
Start with the builder guide to create questions and understand saving. Then review templates, completion and question locking, sending from an asset, third party or demand, and response analytics.
The form definition, each delivery and each submitted response are separate records of the process. A completed form is ready for use; it does not mean its recipients have answered, or that their answers have been assessed.
Choose a guide
- Start from a template
- Build the form
- Complete its definition
- Send from a source record
- Read deliveries and answers
- Follow response analytics