Refine your meeting service request forms to ensure service providers receive all essential information for an efficient and effective workflow. There are 4 different options: short answer, long answer, multiple choice, menu options, and file upload.
This guide details the optimal use cases for each form option, helping you streamline the request process. For more details on how to configure meeting services for your office, go here.
Short answer option:
Use short answer questions for quick answers, such as purchase orders or cost codes.
Long answer option:
Use long answers for descriptions, allergies or other miscellaneous notes.
Multiple choice option:
Use multi-select for all multiple-choice or single-select questions. Each option can contain additional notes or images that users will see when requesting the service.
Multi-select unchecked = you can only pick one option from the list
Multi-select checked = you can pick multiple options from the list
Any questions can be marked required, and the buttons to the right of each response can be used for additional descriptions or images.
Menu option:
Build custom menus including quantities with localized prices with menu options. Each option can contain additional notes or images that users will see when requesting the service.
File Upload option:
File upload questions are useful for handling uploading approved purchase orders or other documents that meet your organization’s workflows for ordering services.