Gather feedback and ideas with the Forms app in airfocus

Watch: Intro to forms

Benefits

Open your feedback process to your entire team

• The airfocus Forms app allows you to gather feedback, making it easier for your stakeholders to collaborate with you (without sacrificing user permissions.)
• Open up your feedback process and engage all your stakeholders.
• Collaborate with your team and stakeholders without disrupting your current workflows.
• Have a more unified system that allows you to support your discovery process.
• Create a standardized process for everyone in your team to get involved.
• Create transparency with your team and let them know what information is needed to proceed with an idea.
• Gather new ideas from all departments in your organization without disrupting your current processes.
• With the Forms app, not only people with an airfocus editor license will be able to add items to your workspace, but also contributors and people from outside your company.

Open up your product process and collect new ideas

Great ideas are everywhere! Enable your team and stakeholders to send you new opportunities directly to your product workspace, where you can assess their potential impact and get them ready to wow your customers.

How to set up the Forms app

Activate app

You can activate the Forms app in the "Extensions" section of your workspace, just like any other airfocus app.

Where do you want to manage form submissions?

The form will be added to the workspace in which you activate the app in. However, the form submissions (new items) can also be sent to another workspace. You can select the target workspace in the dropdown.

If you have a dedicated feedback workspace, and you are using the form to gather feedback from external or internal stakeholders, we recommend you select this feedback workspace as a target. This way you can easily connect feedback to your backlog via the Insights app.

Add a description to the form

You can provide additional information to guide submitters by adding a description to your form. The text will be included on top of your form.

Add and customize fields to the form

You can choose which custom fields should be included in the form. By default, the form shows a title (Subject) and description.

Additionally, you can customize the labels that their fields should display to your users and to the external audience eg., via share links or a portal. In this way, you can define questions in your form better whilst keeping your internal field names confidential.

To do this, simply expand the field you want to customize the label for and enter a label of your choice. Your display label will be shown next to the internal field name.

Where should a button to this form go?

With the Forms app, you can add the forms button to the workspace and/or to an existing item. In both cases, you can customize the button copy.

This is how the forms button will look on the workspace and item panel:

Where should the form be visible?

The next thing you can decide is where the form should be visible.

We have the option to display the form internally within the workspace, and externally on the airfocus share links.

Share your form

You can share a form:

• Via a share link
• Via the Portal
• Externally through a URL or an embed code
  • To share your form externally, go to the Forms app and scroll down to the "Sharing" option. This is where you can create a share link. Name your link and protect it with a password, if required, and save everything.

You can also secure your shared form with a password

You will now find the created share link under "Recent share links" and can Copy URL or Copy iFrame.

Copying the URL enables you to send a direct link to the form to your stakeholders, whereas copying and iFrame lets you embed the Form on any website.

That's it! You can now collect feedback from your team and external stakeholders.

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