You can create and customize your own forms with the powerful and flexible form builder. Start from scratch, or build on a template of an existing form. Simply drag and drop building blocks to get up and running in minutes.
Creating a Form
To open form builder, go to Settings, then select More... in the KPIs & Forms tile.
Click Create a New Form in the lower right corner.
This brings you to New Form, where you can create and build a form in real time. Below is a more detailed look at the various features.
Form Structure, located on the left side of the screen, displays the layout options of your form. You can easily add/remove sections here, and drag/drop sections to change their order.
To save time, you can Select a Starting Template from the dropdown menu. This automatically adds the sections and fields from an existing form to use as a foundation. You can then add or remove sections and fields as you need to create a new form.
In the above example, the default setting provides a Header (logo, date, project and author). Three sections have been added beneath the header. Clicking the three dots on the left side of each section allows you to change their order.
The General Information and Finalize sections are active (green sliding bar), while the Screening Questions section is not active (grey sliding bar). You can change whether a section is currently active or not by sliding it to the right (green/active), or the left (grey/not active).
Fields, labels and dividers are the building blocks that make up your forms. Clicking Building Blocks, located in the same area as Form Structure, brings up your building block options. (You can switch back and forth with Form Structure by clicking on the two headings.)
To add a block to your form, drag the block from the left side of the screen to the right side where your form is being built.
To remove a block, clicking on the three blue dots and then drag it back on the left side of the screen. It does not matter where you drag and drop the block to remove it.
Fore a detailed look at all building blocks types, see the Form Building Blocks article.
Form Builder, located on the right side of the screen, is where you can customize and edit the form to your specifications.
The default Module when creating a form is Health and Safety. Click the arrow on the right for a dropdown menu of other module options.
You can also assign your form to a Project using the dropdown menu. This allows for the form to be only shown under the associated project. To make the form visible across all projects, select Global in the Project dropdown menu.
Move a section around by clicking on the three dots to the left of the section. Use the icons within each section to further customize the form or add actions. In the above example, the pencil icon allows you to change the title, and the calendar and clock icons allow you to add date/time features.
You can review your work to see how it will look when finished by selecting the Preview button. To stop building and return to the form later, click Save Draft. (You can view your drafts in the forms list under Settings > KPIs & Forms. See below for more information.)
When you are ready to publish your form, click Finish.
A New Form Added pop-up lets you know the new form has been added to the system.
You can scroll through your list of forms under Settings > KPIs & Forms.
To toggle visibility to users, select the Available slider on the forms list.
Move the slider to the right and the button will turn green to let you know the form is now available for viewing. In the example above, the first form is not available for viewing (grey bar with a white circle), while the second form is available for viewing (green bar with check-mark circle).
You can delete a draft form by clicking the garbage icon on the right side of the screen. You can also rename a form by clicking the pencil icon, or view a form by clicking the eye icon.