# Weplanify forms: requests, reports and surveys

> In Weplanify, every company form sits in a single list, sorted by category, showing what is waiting for your decision and what is running late.

- Product: Weplanify (https://weplanify.io)
- Section: Forms & requests
- Web page: https://weplanify.io/docs/formulaires?lang=en
- Other language: https://weplanify.io/docs/formulaires.md
- Last updated: 2026-09-30

In Weplanify, a form is a list of questions: a request to approve, a field report, a checklist or a survey. They are all in **Requests → Forms**, in a single list.

![The Forms list: category pills, Who answers, Approval, Answers · 30 d, To review, Late columns, and the actions shown when hovering a row](https://firebasestorage.googleapis.com/v0/b/weplanify/o/docs%2Fformulaires%2Fmaj-2026-09-28%2Ffo-hub-df716251.webp?alt=media&token=751f0f0e-f1f9-4abe-9bda-894dd75460ee)

## Steps

1. Open **Requests → Forms**. Filter with the category pills (**HR requests**, **Quizzes**, **Surveys**…), with the **All**, **Published**, **Drafts**, **Closed** tabs, or search by name.
2. Read each row: **Who answers**, **Approval** (who approves), **Answers · 30 d**, **To review** (answers waiting for your decision) and **Late** (those waiting beyond their step's deadline).
3. Click the "to review" or "late" pill to open those answers directly, or click the row to open the form.
4. Hover a row to **Open**, **Duplicate**, **Close** (or **Reopen**) and **Archive**.
5. To create one: [New form](https://weplanify.io/docs/formulaires.creer?lang=en).

## Good to know

- The **Requests** menu also holds [To handle](https://weplanify.io/docs/validations.valider?lang=en), [Make a request](https://weplanify.io/docs/formulaires.faire-une-demande?lang=en), [My requests](https://weplanify.io/docs/formulaires.mes-demandes?lang=en) and [Recruitment](https://weplanify.io/docs/formulaires.recrutement?lang=en).
- The former Reports, Incidents, Evaluations, Training, HR requests and Surveys modules are now [categories](https://weplanify.io/docs/formulaires.categories?lang=en): their old addresses open the filtered list.
- **Duplicate** creates a draft copy. The archive icon, next to **Categories**, shows archived forms, with **Restore**.
- Built-in forms (expense claims, advances, planning requests) are not in this list: expense claims are set up in the [expense types](https://weplanify.io/docs/couts.types?lang=en).

## Related guides

- [Receive employees' HR requests](https://weplanify.io/docs/formulaires.demandes-rh?lang=en) — In Weplanify, HR requests is a category of forms (equipment, certificate, working hours) that employees find in their Make a request screen.
- [Create a form and add its questions](https://weplanify.io/docs/formulaires.creer?lang=en) — In Weplanify, create a form from your need and a ready-made template, then adjust its questions while the phone preview shows what employees see.
- [Publish a form and let employees know](https://weplanify.io/docs/formulaires.publier?lang=en) — In Weplanify, publish a form and let people know: notification, New card on the home screen, poster; then close it or reopen it whenever needed.
- [Follow, approve and export a form's responses](https://weplanify.io/docs/formulaires.reponses?lang=en) — In Weplanify, a form's Responses tab sorts answers by status, opens each one on the side so you can decide, and exports everything to Excel.
- [Run a survey or an evaluation with your employees](https://weplanify.io/docs/formulaires.sondages-quiz?lang=en) — In Weplanify, run a satisfaction survey or an evaluation with your teams, without any approval step, and read the results question by question.
- [Sort forms into categories](https://weplanify.io/docs/formulaires.categories?lang=en) — In Weplanify, categories sort your forms: their icon, their sentence, who sees them and their order in the employees' Make a request screen.
- [Make a request: leave, expense, advance or form](https://weplanify.io/docs/formulaires.faire-une-demande?lang=en) — In Weplanify, the Make a request screen brings leave, expense claims, advances and forms together: find what you need and send your request.
- [Follow your requests: correct, remind, cancel](https://weplanify.io/docs/formulaires.mes-demandes?lang=en) — In Weplanify, My requests shows where each of your requests stands and who holds it: correct it, remind the approver or cancel it when needed.
- [Recruit: job offers and candidate tracking](https://weplanify.io/docs/formulaires.recrutement?lang=en) — In Weplanify, publish a job offer, share its application link and move each candidate forward, from their application to their employee record.
- [Approve, refuse or send a request back for changes](https://weplanify.io/docs/validations.valider?lang=en) — In Weplanify, open a request waiting for you, discuss it if needed, then approve it, refuse it or ask its author to change it before deciding again.
- [Create an expense type](https://weplanify.io/docs/couts.types?lang=en) — In Weplanify, an expense type (fuel, meals, road tolls) decides who pays, how the amount is computed, what must be attached and who approves it.
- [An employee's dashboard](https://weplanify.io/docs/tableau-de-bord.espace-employe?lang=en) — In Weplanify, an employee invited to the web sees their own dashboard: their leave balance, their next absence and the follow-up of this year's requests.