How to add an Additional Form to a Process/Checklist?

Overview

How to add additional forms to processes

• Purpose: How to add an additional form to a specific process 
• Who It’s For: General users

Prerequisites: Able to see and add the process

First, confirm the process/checklist form that needs an additional form in the sequence and click the 3 dots ⋮ button circled below to unfold the process/checklist/form. When unfolded, select "Add Form" as shown below.

The add form window will open in the centre of your screen. Now you can select the form template to add in the sequence and press "NEXT". For the purposes of this example, we have chosen RISC.

You can now drag and drop the form to decide where to place this in the sequence. Confirm by pressing "OK".

Simply click into the second form, or go to the second tab to start editing the new extra form added into the sequence.

Why can’t I add an Additional Form?

If you do not have the permission to add optional form, you won’t be able to do so. If you think you should have this ability, please reach out to your project administrator for more details.

via Plan viewer

First, confirm the process/checklist form that needs an additional form in the sequence and click the 3 dots ⋮ button circled below to unfold the process/checklist/form. When unfolded, select "Add Form" as shown below.

The add form window will open in the centre of your screen. Now you can select the form template to add in the sequence and press "NEXT". 

You can now drag and drop the form to decide where to place this in the sequence. Confirm by pressing "OK".

Why can’t I add an Additional Form?

If you do not have the permission to add optional form, you won’t be able to do so. If you think you should have this ability, please reach out to your project administrator for more details.

FAQs & Troubleshooting

Q: Can I add multiple additional forms to the same process or checklist?
A: Yes. You can add multiple additional forms to a process or checklist, depending on your project configuration and permissions.

Q: Who can add additional forms to a process/checklist?
A: Users with the correct project permissions, such as administrators or assigned team members, can add additional forms. Access may vary depending on your organisation settings.

Q: Why can’t I see the option to add an additional form?
A: The form option may be hidden due to permissions, workflow restrictions, or because the process has not yet reached the required stage. Check with your project administrator if needed.