Learn how to set up a tile

TIles make it easy for your employees to request purchases. You can either allow your employees to submit a form built within Productiv or connect the tile to an external link. 

To connect the tile to a form:

1. Create and publish a form
2. Connect form to your workflow
3. Create a tile and connect it to workflow or link.

To connect the tile to a link:

1. Create a tile and connect it to workflow or link.

1. Create and publish a form

1. Navigate to the app.productiv.com and click Forms in the left sidebar.
2. Create a new form by clicking the “Create New Form” button on the top right.
3. Next, select the type of form
   • General Purchase - Select this form type to allow employees to request non-software products and services.
   • New Software Purchase - Select this form type to allow employees to request new software.
4. Provide the form a name and a description to help identify it while connecting it to a workflow.
5. Customize the form by dragging and dropping elements from the left “Question type” sidebar onto the central page. When you click the element you will see an additional panel that allows you to customize its properties.
6. Once you are done creating, click the “Save and Publish form” button visible in the top of the page.

2. Connect form to your workflow:

1. Navigate to the app.productiv.com and click Workflows in the left sidebar.
2. Click the “Manage workflows” button visible in the top right of the page.
3. If you have not previously set up a “General Purchase” or “New Software Purchase” workflow:
   • Create a new workflow by clicking the “New workflow” button on the top right.
   • Next, select the type of form
     • General intake - Select this workflow type for non-software products and services. You can have any number of general intake workflows.
     • New Software Purchase - Select this workflow type to request new software. You can have only one software intake workflow.
4. In the workflow, click the “Trigger” block. This will open up a panel where you can connect a form to the workflow.

3. Create a tile and connect it to a workflow or external link.

In Procurement Central, create a tile and select the form as the destination. Any employee clicking the tile will now be presented the form to provide information.

• Navigate to the Productiv page (ensure you are logged in as an admin).
• Click on the “Create new tile” card.
• To create the tile, provide the following information.
  • Request name - this is the name that employees will see when they land on Productiv Home. Provide a concise but clear name that explains what they are requesting form. e.g. Hardware request.
  • Description - this allows you to further explain what the tile is for.
  • Icon - choose an icon that matches your type of request.
  • Destination - you can choose to connect a “General purchase” workflow that you have previously created or open a link to an external site. (Learn how you can publish a form here)
  • Visibility - this allows you to control who is able to see the tile. You can choose to assign tiles to a select group of users, teams or groups.