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View and edit forms (Beta)

Workstream US app for Managers — View, edit, and publish forms. Update drafts or existing forms and keep your team’s documents up to date.

Need to update a form or publish a draft? The Workstream US app makes it simple to keep your forms accurate and ready to use.

You can view existing forms, make changes, and publish drafts in just a few taps.

Here's how to manage your forms:

  1. Open the Workstream US app.

  2. Tap More in the bottom tab bar, then tap Form. If Form is pinned to your tab bar, tap it there instead.

  3. Find and tap the form you want to view. This opens the View Form page.

    • Edit forms

      1. Tap the pen icon at the upper-right corner. This is available if you have permission to manage forms.

      2. Make the changes you want to apply to this form, then Save.

    • Edit and publish drafts
      ​      If you have drafted forms, a banner at the top of your forms list reads You have N unpublished drafts. You can also tap the ⋯ menu on the Forms page and select Drafts.

      1. Tap the banner to open your unpublished drafts.

      2. Tap the form you want to publish.

      3. Make the changes you want to apply to this form, then Save.

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