Forms can be used on most of Microbizz' base objects such as CRM objects, tasks etc. You can access forms by selecting the FORMS tab on the relevant object on which you want to fill the form.
Filling a form
To fill a form, just select COMPLETE FORM from the toolbar menu in the FORMS tab. You can then select which form to fill and fill it. The form can also be saved for later completion.
Requesting a form
It is also possible to request someone else to fill a form on an object. In that case, you can request a form by selecting REQUEST FORM from the toolbar menu.
- Form: The form you would like someone else to fill.
- Who can answer?: Decide who is allowed to answer this form.
- Responsible user: The form can only be filled by the user responsible for the object.
- Responsible team leader: The form can only be filled by a teamleader on the team, to which the object is assigned.
- Responsible team member: The form can only be filled by a member on the team, to which the object is assigned.
- Every: Everyone can fill this form.
- Producing employee: (Tasks only). Only an user planned to this task, can fill the form.
- Specific employee: You can name a user, who can fill this form.
- Send feedback: Select if feedback should be provided when the form is filled.
- To external?: Indicate that the feedback should be sent to a person in the person module, instead of a user in the user module.
- Feedback to: Allows you to select who should receive the feedback.
- Note: A further note to the request.
When a form is requested, the appropriate user(s) will see the request when accessing the object, and can fill out the form directly from there.
Advanced use
Several other functions in Microbizz also make use of forms. This is documented under the individual function.