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How to create action plan form and issue form?

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Hi Team,

How to add/create/edit action plan forms, issue forms and test forms in Workiva

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5 comments

Date Votes
  • Isabel Messore

    Hi Somu Sri Pavan,

    All of our documentation about GRC can be found here:

    Hope this helps!

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  • Somu Sri Pavan
    • Edited

    Hi Team,

    Sorry and let me reface the question, How to Add/Create/Merge the form type like I want to create another form type under Action_Plan, and how to Delete/Merge to the form type, like I want to merge the Action_Plan and Default Action_Plan Form (migrated) form types

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  • Isabel Messore

    Somu Sri Pavan, 

    After discussing with our experts, I can confirm that users cannot do this themselves today just yet. However, we can intervene on our end to accomplish this ask. The recommendation is to reach out to your Customer Success Manager so they can get things kicked off for you!

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  • Somu Sri Pavan

    Thanks for your response, can we even delete or hide the existing form type?

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  • Isabel Messore

    Somu Sri Pavan,

    Yes, however the same case would apply. We can modify that for you on our end, but you will not be able to on the customer side. 

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