Creating a Custom Form

Need to build a form that suits you? You can create a custom form from scratch!

In this Article

Let's build a form together! As an example, we are going to make a Monday Cleaning Checklist using all of the tools available to us. 

Form Settings: 

This is where you can set how your form works and how it's displayed

To do this:

  1. Log in to the Web Console
  2. Go to Forms
  3. Add an attribution if you want to reference a link at the top of your form
  4. Set the Form Statistic Group - this is how you can track your completed forms in the Dashboard Buckets
  5. Choose if you want this to be a Quiz
  6. Name of the form and add a description if needed
  7. Enter the email address you want the completed form to be sent.
  8. Set the form schedule from Daily, Weekly, Monthly or None

Form Design: 

In the form design you have 5 tools that you can build your form with, depending on your screen size you will find these tools either to the right of your form builder (as shown below) or at the bottom of the form: 

Note: To delete a tool you can click the  rubbish bin icon on the bottom right corner. To copy a tool click the  square icon next to the bin.  

Question - Add question text, and an optional prompt and select your answer type. You can also make this a required question by clicking the toggle in the corner. 

Collapsible Panel - The Collapsible Panel can be used to include instructions for your team. Also, if you have a large explanation, the collapsible panel can hide or reveal it when you need to.

Section Header - The Section Header enables you to segment your Form. You can also set up Repeating Sections. That means you can have all the questions in a Section set to repeat.

Conditional Section - The Conditional Section works on the If then logic i.e. 'if selected the right answer, then show the following section/question'. You have 3 answer types to select from: Yes/No, Check Box and Multi-choice

Instruction Text  - An instructional text allows you to include instructions for your team

Now let's see how this looks on the app! 

The Tools are used in this order: 

  1. Section Header
  2. Collapsible Panel
  3. Question
  4. Conditional Section
  5. Instruction Text

Form Preview

Please Note: Form Preview feature is only available for our  Premium & Enterprise Customers

The Form Previewer enables you to visualize workflows created with the form builder in the Web Console. It offers a range of question types and helps to preview how forms will appear in the app, making it easier to create custom forms.

To do this:

  1. Log in to the Web Console
  2. Go to the Forms Tab
  3. Search for the Form
  4. Click on the Pencil Icon to edit
  5. Click on the Preview Button. This will log you into the App on the Web and direct you to the relevant form
  6. View the form to ensure the workflow is based on your requirement
  7. Click on the 'X' button on top to come out of the Preview
  8. Save the form if satisfied or continue editing if required

Still need help? Contact Us Contact Us