Add a digital form to a meeting

Step 1: Go to the ‘Configuration’ module, and click on ‘Planning’.

Step 2: Click on ‘edit’ next to the meeting type you want to add the form to. – For this example, I will use the ‘Quality Meeting’.

Step 3: Select a ‘Linked entities’ field.

Step 4: Go to the module ‘Planning’ and click on ‘Meeting’.

Step 5: Select the type of meeting, where you added the ‘Linked entities’ field.

Fill in the rest of the required fields, and save the meeting.

Step 6: It will appear under the other meetings.

Step 7: Click on the meeting, and click on ‘Perform’.

Step 8: Add the form to the meeting. Afterwards, ‘save’ the meeting.

Step 9: You added the form to the meeting.