To create a new Form, tap Manage, then tap Forms
Tap + Add Form and complete the following fields:
|Title||Enter a title (name) for the Form|
|Information||Enter any information for your own internal reference|
|Instructions||Enter Form instruction. These will appear at the top of the Form and also in the Form request email|
|Pre-Fill||Slide the Enable button to the right to pre-fill a New Form with information from a previously completed Form on file for this Customer|
Open - Once the Form is submitted, it can be opened and edited
Write Lock - Once the form is submitted, it can no longer be edited, only viewed
You may choose to enable the Consent section. This means that your customer will be required to select a consent checkbox in order to submit the form. The form with then appear in their customer file with a Consent Accepted label.
|Consent Enabled||Select this to enable the consent feature|
|Consent Title||Enter the title of the consent eg 'Data collection consent'|
|Consent Content||Enter the content 'We collect your data in accordance with privacy legislation'|
|Consent Accept Label||Enter the accept checkbox label eg 'I accept'|
Tap + Add Item to add Items (questions, text etc) to your Form
You are able to add the following items to your Form:
- Sections - see the iOS tab of How do I add a section to a Form?
- Paragraphs - see the iOS tab of How do I add a paragraph to a Form?
- Fields - see the iOS tab of How do I add fields to a Form?
Add each Item one at at time, tapping Save after each. The Form Items will appear listed in the Items section:
Form Items can be:
- Edited by tapping directly on them
- Deleted by tapping the red delete icon
- Re-ordered in the list by tapping, holding and dragging the re-order icon
You can Preview your Form by tapping the Preview button
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