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Creating a custom form

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.

In this Article:

Form Settings

To do this:

  1. Log into the Admin Console

  2. Go to Forms

  3. Click on the Green Plus icon to create a new form

  4. Type the Form Name

  5. Choose the Form Category

  6. Go to Form Settings

  7. Add an Attribution if you want to reference a link at the top of your form

  8. Enter the email ID you want the completed form to be sent

  9. Set the Form Schedule from Daily | Weekly | Monthly or None

Form Design

Creating custom forms is crucial in supporting daily tasks, assessments, and record-keeping necessary for Food Safety. You can utilize the Draft Mode feature to test newly designed forms before publishing them.

You will need the following tools to create your custom Forms:

  • Question

  • Collapsible Panel

  • Section Header

  • Conditional Section

  • Instruction Text

Answer types that need extra setup

Some answer types open extra configuration when you choose them. If this step is skipped, the question looks complete but the form will fail to save later with a "please check your questions" error.

  • Bluetooth Temperature Readings — select the food item or category being tested.

  • Temperature Profile — select the food item.

  • Link to a Completed Form — select the category of form to link to.

  • Selected Resource — select the resource type, then the specific document from the resource picker.

Before you save: things to check if you get an error

If a form won't save, check these:

  • Question text — the question's name. Leaving it blank will block saving.

  • Form Category — must be selected.

  • Form Name — must be entered.

  • At group level, a Form Type needs to be selected when creating a brand new custom form. Open Form Settings, find Form Type, and select one from the list.

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 Admin Console.

To do this:

  1. Log in to the Admin Console

  2. Go to the Forms Tab

  3. Search for the Form

  4. Click on the form in the list 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
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Form Analytics

Form Analytics provides a summary of form details, including the estimated completion time, number of questions, creation & modification date, and creator & modifier information.

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