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What This Does

This guide explains how admins create forms, manage form structure, and publish forms for organization or team use in LoopIQ.

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Before You Begin

Make sure:
  • you have access to form management
  • the correct organization or team context is selected
  • required fields, reviewers, or workflows are already planned

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Steps

  1. Open the Forms Management area.
  2. Choose whether you are creating:
    • an organization form
    • a team form
  3. Select Create Form.
  4. Enter the form name and description.
  5. Add the fields needed for the workflow.
    • text
    • number
    • date
    • select or choice fields
    • long-form response fields
  6. Mark required fields where needed.
  7. Arrange fields in the order users should complete them.
  8. Configure any submission or approval behavior connected to the form.
  9. Save the draft.
  10. Preview the form.
  11. Publish the form when it is ready for users.

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What Happens Next

After publishing, users can submit the form and reviewers can process submissions based on your approval setup.

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Tips

  • Keep forms focused on one workflow or request type.
  • Use team forms for team-specific processes and organization forms for shared workflows.
  • If users cannot see a form, verify both permissions and team context.