Workstream’s Forms feature lets you create and customize forms directly in the mobile app.
You can assign icons, titles, descriptions, and categories, then choose form types and privacy levels to control who fills them out and who sees responses. Each form can include questions or instructions with flexible formats like multiple choice, text fields, or file uploads.
Once built, you can reorder items, mark questions as required, and preview the form before saving. This ensures your forms are organized, clear, and ready for team use.
Open the Workstream US app.
Tap Work, then Forms.
Tap the ⊕ New Form icon.
Fill in the form details:
Tap the 😃 smiley to assign an icon.
Enter the form title.
(Optional) Add a description.
Choose a category, or add a new one.
Choose a form type. This controls who fills it out and who sees the response:
Basic form: Only the team member fills it out.
Worker to manager: Team member fills it out, manager sees response.
Manager to worker: Manager fills it out, team member sees response.
Manager to worker to manager: Manager assigns, team member responds, manager follows up.
Choose a privacy level:
Public: Visible to anyone working at this location.
Confidential: Only visible to selected workers and management.
Tap Next.
Each form section matches its type. For example, a manager-to-worker-to-manager form has 3 sections. Inside each section, tap ⊕ Add to add content.
Choose from two content types:
Questions: Pick from different question types (e.g., short text, multiple choice, date, image upload)
Instructions: Add guidance using text, images, or video links
Tap the Required toggle if a question must be answered.
Drag ═ to reorder items.
Tap the three-dot menu ••• to duplicate, reorder, or delete items.
Tap Next.
Tap 👁️🗨️ Preview.
Check the form layout and content.
Go back to make changes if needed, or Save to finish.