A form template includes four section types, and you can add any number of them to structure your form. Using sections improves clarity, keeps related content together, and helps users navigate and complete the form efficiently.
Each section supports different types of information, such as instructions, questions, document uploads, or signatures. Select the section that best fits the data you need to collect.
For more information, see the relevant section below.
Form
The Form section offers the most flexibility. It appears as New Section by default, but you can rename it. Add any combination of field types, including:
Read-only text
Single-line text input
Multi-line text input
Multiple-choice options
Use the Tools Palette on the right-hand side to add these fields to the section.
Further actions
The Further actions section lets line managers add additional forms to a user’s training plan during the performance process. Depending on the workflow, the line manager may need to initiate the form before the user can access it.
No extra setup is required when adding this section to the template. Line managers assign further actions during form completion, usually at the first workflow stage they receive.
📌 Note: Avoid using this section with the User then Complete workflow, as only line managers can assign further actions.
File attachments
The File attachments section allows users to upload supporting documents. Line managers can download these files as needed.
The section supports the following file formats, up to a maximum size of 330MB.
PDF
DOC
XLSX
CSV
PPT
Click the section name to choose whether only users can delete their own files or if others in the workflow can delete them too.
Set the section as mandatory if users must upload a file before submitting the form.
Third-party comments
The Third‑party comments section lets line managers request feedback from someone outside the workflow, such as a colleague who worked with the user on a project. Only the line manager can view these comments and the section remains hidden from the user.
No additional setup is required during template creation. Line managers request comments during form completion, typically at the first workflow stage they receive.
📌 Note: Avoid using this section with the User then Complete workflow, as only line managers can request third‑party comments.
Sign-off
The Sign‑off section confirms that all required fields are complete and controls form submission. Users and line managers cannot complete the workflow without it.
This mandatory section is added automatically when you create a form, along with a standard Form section.
After all sections are complete, the user or line manager can submit the form. If any mandatory fields are missing, the system highlights them and prevents submission. Once submitted, the form moves to the next workflow stage.