Create a form
- Last updated on December 12, 2023 at 12:08 PM
A form enables a user to enter information, which is then sent to an Administrator for approval.
As a client business administrator, you can use the Form Builder page to create custom forms. You can set up your form in a way that allows a user to provide details using checkboxes, radio buttons, dropdowns, and text fields. Fields can be included so that the user can upload files or acknowledge a requirement has been read or received. You can also include a video for the user to view, content for them to read, and links for them to utilise.
Once a form has been created, you can link it to a custom Workflow step. It can then be included as part of the verification requirements for either a business account or an employee account.
Steps - Create a form
To create a form, please follow these steps:
- Log in as an Administrator.
- Go to Configuration.
- Click on the Form builder option.
- The Form builder page with a list of existing forms are shown.
- Click the Create a new form button located at the top right corner of the page.
- The New form panel appears on the page.
- At this point, select the type of form you wish to create. You can select
- Workflow form - a form designed to capture information that has an impact on the status of your workflow.
- Worksite form - a form designed to capture information upon signing in or signing out of a worksite.
- Operational form - a form designed to capture information that has no impact on the status of your workflow.
- Once you select the type of form you wish to create, a list of available templates are shown. You can click on the template, which then creates a copy of that form for you to edit, update and save.
- Alternatively, you can create a form from scratch by selecting the Blank workflow form option.
- Click the Continue button to create your new form. An example of the blank form is provided below:
- To edit the title of your form, please follow these steps:
- Navigate to the Form Options table, located on the right of the page.
- Click the Form title field and enter the name of the form you wish to create.
- If you wish to enter a description for your form, click on the Description field.
- If you wish to automatically assign a workflow step for your employee, contractor worker, visitors or contractor business, select the appropriate checkbox in the Create and attach to a workflow step section.
- Once the above are done, you can now perform the following:
- Edit the default section.
(This is the section in a blank form called Untitled Section.) - Edit the default field.
(This is the section in a blank form called Untitled label.) - Add, copy and customise a section.
- Add, copy and customise a field.
- Add different field types.
- Add descriptions to your sections and your fields.
- Add and customise content.
- Add a video.
- Duplicate a section or field.
- Delete sections and fields.
- Move sections and fields around.
- Mark sections or fields as mandatory.
- View your form in desktop, tablet, or mobile mode.
- Edit the default section.
- When you have completed creating your form, click the Save changes button.
- A confirmation message will display when a form is successfully saved.
- To view your newly created form in Form builder page, click on the Back to form dashboard option in the top left-hand corner of the page.
- When the Form builder's page opens, you can search your form by using the search filters.
NOTE: If you made a mistake when creating the form, you can reopen it by clicking on its name in the Form builder page; this opens your form, allowing you to edit it.
More Information
For more information on forms, please the following articles.