Step 1: Set up a new form

  • Go to Processes

  • Click “Create New”

  • A new form will open

Step 2: Update Process Details

  • Key in the process name

  • For Internal Processes - Choose the user(s) who will be using the form

  • For External Processes - Check the box “Open to public access”

  • Click on “Save & Continue”

Step 3: Edit or Format the form fields

  • Choose the fields (example: Text; Email and etc)

  • Choose the field - “Checkbox” or “Dropdown” so that you can fill in the available meeting rooms

  • Click on the “Gear” button

  • Edit the information (example: Field Label; Checkbox* or Dropdown* Options and etc) ​

*Note: Please ensure to check “This field is required” for the Meeting room field (regardless of Checkbox or Dropdown)

Step 4: Edit or Format the form fields - “Calendar Booking”

  • Choose the field - “Calendar Booking”

  • Click on the “Gear” button

  • Edit the information on “Advance” tab

  • Click on “Complete”

*Note: Please click on “No” and choose Conjunction with the field - “Room” to prevent duplicate booking

Step 5: Your form is ready for your users to submit entry!

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