A form template includes four section types and any number of these can be included in a form template. Using sections improves clarity, organisation, and user experience.

Each section groups related content, making the form easier to navigate and complete. Sections help separate instructions from questions, collect specific types of information efficiently, and ensure that required actions, for example, document uploads or signatures, are clearly defined.

For more information, see the relevant section below.

This section type offers the most flexibility. By default, the tab is called New Section, but it can be renamed. Add any combination of field types, including the following.

Use the Tools Palette on the right-hand side to add these fields to the section.

Further actions lets line managers add further forms to a user’s training plan as a result of the performance process. Depending on the workflow settings, the line manager may need to initiate the form before the user can access it.

After adding this section to the form template, no additional setup is needed during template creation. Line managers add further actions during the form’s completion, specifically at the first point in the workflow when they receive the form.

Users can upload documents as supporting evidence when completing the form. Line managers can then download these documents as needed.

The section supports the following file formats, up to a maximum size of 330MB.

Click the section name to control whether only Users can delete their own files or if others in the workflow can do so as well.

Set the section as mandatory to prevent users from completing the form until they upload a file.

Enables line manager's to request feedback from a third-party, for example, when a team member has worked closely with someone on a project. Only the line manager can view these comments and the section remains hidden from the user.

After adding this section to the form template, no further setup is needed during template creation. The line manager requests third-party comments during form completion, typically at the first point in the workflow when they receive the form.

Verifies that the user has completed all required fields in the form and manages the workflow. The user or line manager cannot complete the form’s workflow without this section.

This mandatory section adds automatically when creating the form, along with a standard section.

After the user or line manager finishes all sections, they can submit the form. If any mandatory sections remain incomplete, the system highlights the missing parts and prevents submission. Once submitted, the form moves to the next stage in the prescribed workflow.