Creating a Form

How to create a form

Use the Form Designer to create a form that allows you to create custom reports.

1. From the Form and Report Designer menu, select + New Form. The Form Designer opens.
   
2. From the Folder list, choose a folder to save the form to. If you don’t want to keep it in a folder, choose “None”. You can always use this list to change the folder to which a form is saved.
3. To add your logo to the form, click on the Logo box. The Logo Upload window opens.
   
4. Drag and drop a file or click Choose a file and browse to the logo file.
5. Enter a name and description to identify the form. This information identifies the form in the Forms list in the Admin site and in the app.
   From the Description field, you can select any field on the form to add to the description. The data for that field appears on submitted and saved forms in the mobile app to help identify the form.
6. Click (Settings) on the toolbar to open the Form Settings window. This window is used manage versions and form changes, set default report and formatting options, and allow the ability to copy form submissions.
   
7. Click OK to close the Form Settings window and view your default settings on the form. You should also click Save to save these settings on your form.
8. Drag the inputs you want on your form from the menu on the right. You can also click on an input in the menu, and it will insert at the bottom of the form. Each input has different options available for additional formatting of the information you want entered on the form. See the knowledge article for each input for descriptions of each input type.
   Each field can be marked as Required, which will prevent the mobile user from submitting the form on the mobile app until required entries are provided. Required fields are indicated with an asterisk, except fields in tables, which appear light red.
   The Used for Personal Data setting is used to delete specific data from a form. By marking this option, non-personal data is kept for analysis, while deleting the personal data.
   Every field requires a Label. Labels are important for identifying the data that needs to be entered, and for including data when creating emails, exports and reports. Be sure your labels work for all these circumstances. Labels can be duplicated; however, when you’re creating a report or exporting, the fields will be listed in alphabetical order rather than the form order, so you may not know which is which. An underscore and number will be added to any duplicate labels in the Report Designer, email creation, and in the export data.
9. Once an input is added, it can be moved up or down on the form by clicking and holding the handles on the left of each input to drag and drop it to another location on the form.
10. When you’ve completed designing your form, click  (Save).
11. Click  (Preview) on the toolbar to view how your form will look in the app.
12. A form is not visible on the app until it is published. To publish a form, click (Publish) on the toolbar.
13. Assign a role to the form.