The Form block feature lets you add an inline form directly inside a list item. Each form can include up to four fields, allowing users to quickly capture or update key information without leaving the list. This makes the form block particularly powerful for HR use cases that require quick, contextual updates.
Examples
You can configure form blocks to support different HR processes:
| Use case | Description | Example fields |
|---|---|---|
| Leave requests | Capture employee leave information directly within the list. | Start date, End date, Leave type |
| Performance goal setting | Let employees and managers track progress against performance goals. | Goal title, Weighting, Completion percentage (slider), Status |
| Training progress tracking | Monitor training completion for employees. | Course name, Completion percentage, Due date |
| Expense submissions | Capture quick expense details for approval. | Expense type, Amount, Date |
Best practices
When designing form blocks:
- Keep it short: Limit the form to the most essential fields (remember, you can only have up to five).
- Use inline updates wisely: Reserve form blocks for information that benefits from quick adjustments, such as completion percentages or start/end dates.
- Align with workflows: Ensure your form block connects to existing HR processes (for example, tie a performance goal slider to your performance review workflow).
- Provide clear labels: Users should understand what each field represents without extra explanation.
- Think mobile: Test the form block on smaller screens, since inline edits should remain simple and user-friendly.
Examples
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A performance review page might use form blocks for each employee goal, allowing the manager to adjust completion percentages during the review meeting.
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A simple form to capture dates or some other information.