Forms

How Forms Work

Wrangle's form step functionality assigns people to submit a form of one or more questions.

When Forms are Considered Complete

A form step is comprised of one or more questions. The overall form is considered complete when someone has filled out and submitted the form.

Editing Forms

After a form has been submitted, the person who completed it can go back and edit it. The form can be edited at any point while the workflow is still active; however, after the workflow has been completed, forms are no longer editable.

To edit a form in Slack, open the workflow thread, find the three-dot menu in the current workflow step, and click “Edit form data.”

Open the three-dot menu next to "Re-assign" to edit form data

Or, in the Wrangle web app, open the workflow dashboard, click on the instance you’d like to update, then click “Edit form data” on the “Forms” tab.

Find "Edit form data" on the "Forms" tab of the instance view.

After your form has been edited, you'll see a message in the Slack thread letting everyone know which form was updated and by whom.

Reassigning Forms in Progress

If a form has not been completed, you can edit who's assigned to it.

Not everyone can reassign an in-progress form.

If the form was created by a workflow, it can only be reassigned by the current assignees or by the workflow's admins.

Assigning a Form to an Out-of-Channel assignee

When a form is assigned to someone who isn't a member of the workflow's Slack channel (such as for a private channel), Wrangle detects this and sends that person a direct message with the step instead of posting it in the channel.

Subsequent updates to that step thread continue in the same DM.