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: 

  1. Log in as an Administrator.
  2. Go to Configuration.
  3. Click on the Form builder option. 
  4. The Form builder page with a  list of existing forms are shown. 
  5. Click the Create a new form button located at the top right corner of the page. 
  6. The New form panel appears on the page. 
  7. At this point, select the type of form you wish to create. You can select 
    1. Workflow form - a form designed to capture information that has an impact on the status of your workflow.
    2. Worksite form - a form designed to capture information upon signing in or signing out of a worksite. 
    3. Operational form - a form designed to capture information that has no impact on the status of your workflow. 
  8. 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. 
  9. Alternatively, you can create a form from scratch by selecting the Blank workflow form option. 
  10. Click the Continue button to create your new form. An example of the blank form is provided below:
  11. To edit the title of your form, please follow these steps:
    1. Navigate to the Form Options table, located on the right of the page.
    2. Click the Form title field and enter the name of the form you wish to create.
    3. If you wish to enter a description for your form, click on the Description field.
    4. 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.
  12. Once the above are done, you can now perform the following:
    1. Edit the default section.
      (This is the section in a blank form called Untitled Section.)
    2. Edit the default field.
      (This is the section in a blank form called Untitled label.)
    3. Add, copy and customise a section.
    4. Add, copy and customise a field.
    5. Add different field types. 
    6. Add descriptions to your sections and your fields. 
    7. Add and customise content.
    8. Add a video.
    9. Duplicate a section or field. 
    10. Delete sections and fields.
    11. Move sections and fields around. 
    12. Mark sections or fields as mandatory. 
    13. View your form in desktop, tablet, or mobile mode.
  13. When you have completed creating your form, click the Save changes button. 
  14. A confirmation message will display when a form is successfully saved.  
  15. 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. 
  16. 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.

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