You can create different customized forms for users to fill out in their employee app or intranet. In this tutorial, you will learn how to create a form that your users can submit as a facility request or to report a facility outage incident.

Creating the Form

Prerequisite:

• You must have installed the Forms plugins.

1. In the Studio, navigate to Forms > Add form.
    The Add form dialog opens.
2. Set the title to Facility Request.
3. Click Add form.
   A new form is added.

Adding Fields to the Form

You can add fields to the form you created. Here, we guide you through adding 7 fields.

Adding the First Field

1. To add the first field, drag and drop Paragraph Text.
2. Under the Field Settings section, set the following values to the fields:
   • Field Label: Set the label as Submit Your Facility Request.
   • Image: Optionally, add an image.
   • Instructions for User: Set the instruction as Create a ticket for the facility management team to help you with your request.
   

Adding the Second Field

1. To add the second field, drag and drop Paragraph Text.
2. Under the Field Settings section, set the following values to the fields:
   • Field Label: Set the label as What can we help you with?
   • Instructions for User: Set the instruction as Describe your problem in detail.

Adding the Third Field

1. To add the third field, drag and drop Dropdown.
2. Under the Field Settings section, set the following values to the fields:
   • Field Label: Set the label as Location of the incident.
   • Choices: Add choices for location. For example, Berlin, London, and so on.

Adding the Fourth Field

1. To add the fourth field, drag and drop Additional User Information.
2. Under the Field Settings section, select Identifier.

Adding the Fifth Field

1. To add the fifth field, drag and drop Additional User Information.
2. Under the Field Settings section, select First name.

Adding the Sixth Field

1. To add the sixth field, drag and drop Additional User Information.
2. Under the Field Settings section, select Last name.

Adding the Seventh Field

1. To add the seventh field, drag and drop Additional User Information.
2. Under the Field Settings section, select Public phone number.
   
   You have created a form and now you need to save it.

Saving and Publishing the Form

Once you have created all the fields, the form is ready to be made available to your users.

1. In the forms you added the fields, click Save Form.
   
   
   
   The form is saved with the fields you added to it.
2. Optionally, under the Settings tab, adjust the settings to suit your business needs.
3. Click Publish Form.
   You have published the form and it is available to users on their employee app or intranet.

Additional Helpful Information

Further information for the IT department on setting up an automated workflow with Power Automate:

• Setting up an Automated Workflow With the Forms Plugin
• Automating Facility Request Management with the Staffbase Connector for Power Automate
• Retrieving Webhook URL to Integrate Power Automate Workflow With Forms Plugin