Automation

Overview

• Engagement Overview
• Getting the Most from Form Designs
• Form Designs and Workflows

Form Designs

• How to Upload / Download Files from Forms
• Creating and Duplicating Form Designs
• Adding Fields to a Form Design
• Using HTML fields to Insert Images, Videos, Tables and Callouts to your Form Design
• Adding a Form Item to the Library
• Side-By-Side Forms

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Pulses

• Creating and Editing Pulses

Anonymous Forms

• What are Anonymous Forms (at intelliHR)?
• Creating Anonymous Surveys
• Creating and Editing Anonymous Pulses
• Anonymous Survey Analytics
• Anonymous Forms FAQs

Workflows

• Managing Workflows
• Workflow Triggers

Self Service Action Tiles

• Dashboard Action Tiles Overview
• Managing Dashboard Action Tiles
• Visibility of Dashboard Action Tiles

Email Templates

• intelliHR Email Templates
• Previewing and Editing Email Templates