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Question

Editable forms

  • June 2, 2026
  • 4 replies
  • 27 views
L

Hi all,

Are there any available workarounds for embedding editable forms within a course via training materials? Or any other way?

The context for this is I have CSM’s who would like to track the progress of new hires, but their checklist involves simple tasks like: Shadow a customer. I’d like for the CSMs to be able to tick that this is completed and add a completion date without having to do this via an external source (if possible!!)

Is this possible? Are there any feasible workarounds?

 

Thank you 

Lee

4 replies

JeanetteMcVeigh
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I think an Observation Checklist is what you are looking for.

https://help.docebo.com/hc/en-us/sections/360005475420-Observation-checklists

lrnlab
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  • lrnlab
  • Hero III
  • June 2, 2026

I agree that checklists are great for a built-in option however if you need something that is more editable, you can use the iframe widget and a form built on Sharepoint or Google Sheets and embed that in a page. The data would be captured on Sharepoint or google. Never hurts to have options.

L
  • lee.butler
  • Author
  • Newcomer
  • June 3, 2026

Does the iframe option give the user the option to edit directly through the iframe window?

Observation checklists are great, but I am after just a checklist option, almost like an embedded google doc/sheet that the CSMs can edit directly through the window rather than go to the document itself

lrnlab
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  • lrnlab
  • Hero III
  • June 3, 2026

​@lee.butler from what I’ve tried in the past, yes. Since you are basically working on the external site via the iframe. It’s super quick to setup to test. Just create a basic form and Google Sheets will create an embed code you can use in the iframe widget.

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