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DocumentationForms & requestsWeplanify forms: requests, reports and surveys

Sort forms into categories

In Weplanify, categories sort your forms: their icon, their sentence, who sees them and their order in the employees' Make a request screen.

In Weplanify, a category groups forms together (HR requests, Reports, Incidents…). It is a heading in Make a request and a filter in the forms list.

The Categories panel: each category with its icon, number of forms, who sees it, and the Move up, Move down, Edit, Delete arrows
The Categories panel: each category with its icon, number of forms, who sees it, and the Move up, Move down, Edit, Delete arrows

Steps

  1. In Requests → Forms, click Categories.
  2. Click New category, or hover a category and click the Edit pencil.
  3. Give a Name, the Sentence employees see and an Icon: the Preview in the app shows the result.
  4. In Visible to, pick groups; leave it empty for all employees.
  5. Turn on Pin to the menu to add, under Forms, a shortcut to the list filtered on this category, for every administrator.
  6. Click Save (or Create the category). The Move up and Move down arrows set the order of the headings.
The Edit the category window: name, sentence employees see, icon, Visible to, Pin to the menu and the preview
The Edit the category window: name, sentence employees see, icon, Visible to, Pin to the menu and the preview

Good to know

  • Categories marked Built in (Expense, Advance / Loan, Planning) keep their name and cannot be deleted.
  • Deleting a category deletes neither its forms nor their answers: they become uncategorised.
  • A form can narrow further who sees it, at the Sharing step (who can answer).

Go further

Choose who can answer a form, and whenIn Weplanify, a form's Sharing step sets who can answer it (everyone, some sites, some groups or some people) and during which period of time.Weplanify forms: requests, reports and surveysIn Weplanify, every company form sits in a single list, sorted by category, showing what is waiting for your decision and what is running late.Receive employees' HR requestsIn Weplanify, HR requests is a category of forms (equipment, certificate, working hours) that employees find in their Make a request screen.Make a request: leave, expense, advance or formIn Weplanify, the Make a request screen brings leave, expense claims, advances and forms together: find what you need and send your request.