Building a Form

Matt Lucas
Matt Lucas
  • Updated

Introduction

In this section you will learn the basics for building a brand new form. You will also learn how to navigate the form builder and what the settings options are for the forms.

Opening the Form Builder

  • First, click the option for Field Data in the navigation and then select forms to open the Form List.
  • Next, click the Add New Form button in the upper right.
  • Finally, name your form and optionally provide a description to get started.

mceclip0.png

Navigating the Form Builder page

The Form Builder page is laid out in 3 sections, which will be described in further detail below.

  • On the left is CONFIGURE where you will manage rules and settings
  • In the middle is BUILD where you will set up questions, layout and logic.
  • On the right is PREVIEW which will show you what form will look like for users.

mceclip1.png

Configure Section

In the Configure section there are a variety of settings to help control how and what information is captured as well as details about the workflow, read below to learn more.

  • Notification Addresses - Emails entered into this box will be sent a copy of this form when submitted.  These do not need to be Assignar users.
  • Assign on Submit - The form result will be assigned to the specified Assignar user when submitted.
  • Status on Submit - Allows you to set the status when the form is submitted ie if it needs to be reviewed you could set to "Needs Review".  Custom statuses can be added on the Form Statuses page.
  • Associate with - You can choose to associate a form to a client, project, asset, worker or supplier.  If you check one of these boxes whoever is filling out this form will be required to make those selections.
  • Display Options
    • PO on Form Results - Will display a PO number on the form result.
    • Activate Geolocation - Captures the location from which a form is submitted.
    • Timesheet Required - If checked, user must fill out this form before completing a timesheet for the day.
    • Published - If checked the form will be accessible to users on the mobile application.
    • Make Editable - If checked form results will become editable on the desktop application.
    • Make Collaborative - If checked multiple employees will be able to contribute to the form.
    • Access Permission - Control access to specific groups of employees by entering user tags here.  Only users with the tag will have access to the form.

Build Section

The Build section is where you will be adding questions to your form canvas that mobile users will answer.  In addition to adding and editing questions, you can style, group or resequence questions.  You can also rename your form, by clicking on the title.

To add a question click the Add Question in the Build Section.  After clicking the question you will presented a list of question types to choose from.  Clicking on a question type will add that question to your canvas where you can begin configuring it.  You can learn more about each question types options in the Question Types article.

mceclip2.png

The first step of adding a new question is to give it some question text, in other words the question that the user will see when filling out the form. Each question type will have different configuration settings which you can learn about in the Question Types article.

mceclip3.png

Each question on your canvas will have some common options / settings which are outlined below:

  • Remove Question - Click the trash icon on the question to remove the question from the canvas.
  • Copy Question - If you want to add a similar question to one that already exists click the copy button to create a duplicate.
  • Collapse Question - To clean up your view of the canvas you can temporarily collapse questions to make the form easier to read.
  • Make Required - When checked it will make it so that users must complete this question in order to save the form.
  • Weblink - When checked, allows you to insert a link that users can navigate to if they need additional information.
  • Conditional - Allows you to show or hide a question based on the answer to a previous question.  Learn more about conditional logic on forms in the Conditional Form Logic article.

After you have added all of the necessary questions to the form and configured them to your specification you can save the form.  If you need to make edits to the form you can simply open it from the forms list page shown in step 1 and you will be able to add/remove questions, change settings etc.  Be mindful of changing forms that are being used actively by employees.  Forms are versioned to ensure that data captured from the field is associated with a specific version of the form.

Preview Section

In the preview section there are 2 tabs, Preview and Custom Printing.

In the Preview tab you will see a vertical rendering of the form that users will see when they are completing the form.  This preview is interactive so you can see how the form will look but you are also able to test out settings like conditional logic.

mceclip4.png

The Custom Printing tab will allow you to upload a document that can be used to print out a form in a specific format to match the branding and layout requirements of your business.  Learn more about custom printing in the Custom Form Printing article.

mceclip5.png

Next Up

Now that you have learned the basic of building a form please read on to learn about the more advanced features of the form builder.

Was this article helpful?

0 out of 0 found this helpful