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Getting Started in Luvelo Forms

Giving an overview of key features in the forms applicatopn

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Written by Luvelo Support
Updated over 3 months ago

Purpose

The Luvelo Forms App is a powerful tool that enables teams to collect structured data, manage policy acknowledgments, and automate compliance workflows — all in one place. Whether you're building HR forms, compliance checklists, or team feedback surveys, Luvelo Forms helps streamline processes and improve accountability across your organization.

Luvelo Forms allows you to:

  • Build custom forms for data collection or compliance tracking

  • Create quizzes with multiple question types and control settings

  • Automate workflows — such as task creation, notifications, and PDF generation

  • Set submission schedules for teams with reminders

  • Track engagement and completion via built-in analytics

Key Features

Create forms from scratch and add details such as:

  • Form name and type

  • Target application

  • Custom sections and fields (e.g., required fields, data types, order)

Configure forms to trigger specific actions once submitted:

  • Create Tasks — Assign to a person, position, or department rep

  • Send Notifications — Email, Slack, or SMS

  • Generate Signed PDFs — Automatically generate pdf files for submitted forms

Create quiz forms and add quiz sections to your forms, like:

  • Multiple choice

  • Multi-select

  • Drop-down

  • Checkbox

  • Free text, etc.
    Plus, set countdown timers, number of attempts, and activation codes for secure and timed submissions.

Schedule form submissions on a recurring basis (e.g., days, non-expirys). You can:

  • Set frequency and reminder rules

  • Assign the form to a specific user group

  • Activate or pause schedules as needed

5. Manage & Monitor Forms

Each form comes with built-in tools to:

  • Preview or edit form data

  • Duplicate or share forms

  • Assign form administrators

  • View submission analytics and history


🔍 Where to View Quizzes

Employees can view and complete quizzes assigned to them through the My Work app under the “My Quizzes” section.

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