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How to create a form on Incenteev
How to create a form on Incenteev

Encourage sharing within your team to increase knowledge.

Updated over 4 months ago

"Sharing knowledge means multiplying it."

Do you want to get feedback from your employees or encourage them to share their best practices?

Your employees each accumulate knowledge and experience. By sharing them, they benefit the collective. 

To create a contribution form

  • Go to "Organization Administration" via the "Settings" button at the top right of your computer screen and click on "Manage Shared Forms" in the "Data" tab.

  • Click on "+ create a shared form".

  • General settings:

    • Give your form a name. This will appear on the coloured strip that identifies the publications in the News Feed.

    • Indicate the name of the button corresponding to your form. It will appear in the menu of the "+" button on the home page.

  • Contribution rules:

    • Choose what defines who can contribute to this form. You can choose between all members in your organization or all users having access to spaces using this space.

    • Specify if you want to enforce validation for form entries. If this setting is enabled, when a participant contributes, the form validators will have to validate the contribution. By default, all super admins, users having the dedicated permission profile and specific validators for the form can approve new entries. However, you can deactivate the permission based on profile for this specific form if needed.

  • Visibility setting:

    • Choose your news feed (group): this is the "social" option of the sharing form. If you want the contributions to appear in a news feed, choose which one! This will also allow members to like and comment on new posts.

      Only users who have access to this or these communication groups will be able to participate in this contribution form.

      If this field is left empty, the form will remain active but the results will not be visible to other contributors. Only administrators will be able to see and manage the results in the "Manage contributions" tab or in the space that uses these results.

      We strongly recommend it for sharing best practices or innovations.

  • Add your fields: as many as you want, of the type you want. The fields will allow you to format the share: more structuring to contribute and to find the information.

    • The field "identifier" is automatically filled in and is a technical parameter.

    • The "help text" field is not mandatory. However, we recommend that you fill it in to explain the more complex fields to your users. It will appear in small type below the field in question.

    • Remember to specify the type of field you want.

      A field can be a number, a date, a free text, a multiline text, a choice of value, a link, an e-mail or a file (pdf, image, video, etc.)

    • A field can be mandatory or optional.

      By default, your field is optional. If you want to make it mandatory, just check the "required" box.

  • Once you are satisfied with your form, click on "Save".

    That's it, your form is now accessible to your collaborators via the "+" button on the home page.

😀See you soon on Incenteev 😀


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