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Example of How Forms can be set up in an Organization

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A.1.2.4 Example of How Forms can be set up in an Organization

Assume that the HR team creates a form for Leave Management allowing organization members to apply for leave.

Workspace Human Resources
Project Manage HR Operations (Kanban Workflow)
Board Leave Management [Columns: Pending, Under Review, On Hold, Complete]
Product Owner HR 1
Kanban Manager HR 2
Kanban Team Member HR 3 and HR 4

HR can set the following options in the Form:

Name Apply Leave
Description A form for organization members to apply leave.
Target Artifact Type Task
Artifact Name Leave Request - [USER_NAME]
Artifact Description
Artifact Priority 4 Stars
Artifact Category Leave
Artifact Assignee HR 2
Approve the form submission request before creating the artifact? No
Form Status Active or Inactive
Submitted Forms can be viewed by Only me/Members in Kanban Board (Select a Board)
Who can use the form/Form Access/Permissions? All Members from this Organization
Notify all affected members via email and notification? Yes
Confirmation Message Thank you for submitting your leave request. It has been forwarded to the respective teams. Please check your email for further details and updates.
Limit number of responses No Limit
Form edits allowed after submitting No
Form withdrawal allowed after submitting Yes
Form resolve Options Approved
Default: Your leave has been approved from [START_DATE] to [END_DATE] for [DURATION] days.

Rejected
Default: Your leave has been rejected from [START_DATE] to [END_DATE] for following reasons [Enter reason here]

Next, HR can create the form with the necessary details, including employee name/ID, email address, leave start/end dates, duration, reason for leave, and any other relevant information.