Forms

Use Forms to build custom online forms using a drag-and-drop editor, share them internally or externally, and collect the submissions in one place. Forms can have different usages - such as General, Participant Incident, or Staff Incident - and some options can't be changed after a form is created, so it's important to choose the right ones up front.

Getting started

• Introduction To Forms - how Forms works, internal versus external forms, and choosing the right usage type.

Creating and managing forms

• Managing Current Forms and Creating New Forms - create new forms and manage your existing ones.
• Create a Form - Starting from Scratch - create a form from scratch, setting the correct usage type before you start.
• Create a Form - Using a Template - create a new form starting from a template.
• Form Builder - add, arrange, and configure a Form's fields.
• Conditional Logic Forms - show, hide, or require fields based on earlier answers.
• Form Settings - configure the settings for an individual form.

Submissions and requests

• Viewing All Form Submissions - view every submission across your organisation in one place.
• Viewing Submissions for a Form - view all submissions for a single form in list or table view.
• Commenting on Form Submissions - leave internal notes on a submission.
• Viewing a Form's Report - see aggregated insights for a form, with a card for every question.
• Submission Request - view the list of form submission requests across your organisation.
• Create a Form Submission Request - send a request asking one or more people to complete a form.
• Sending Submission Request Reminders - chase several outstanding requests at once.
• Submission Request for a Form - request a submission for a specific form.