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Create a Form - Using a Template
Overview
To create a form click on the 'Create Form' button within the Manage Forms menu.
Once you do this you will be presented with two Form options, Using a Template or Starting from Scratch.
Using a Form Template
Astalty has templates available for your use that are included in your Premium subscription.
Upon selecting the Use a Template option you will be asked to select either; an Internal Form Template or an External Form Template. Internal Forms are used within your organisation and can be sent to team members within your organisation. External Forms can be sent to anyone to complete.
Internal Form Templates
When selecting the internal template option, currently Astalty has options for Participant and Staff incident reports. We will be releasing more template options as we gather feedback from our users.
In this option you can select to Preview the Form which will open a view of the Form in a new window, and also the option to Use Template. When you select Use Template you will be taken to the Form Builder page. Click here for more information on this topic.
External Form Templates
When selecting the external template option, currently Astalty has the option for the following Forms:
Participant Referral Form — this Form has additional functionality, including the ability to create a new Participant from the Form submission, link to an exisiting Participant, and add to a Waitlist. For more information, check out the following guides:
New Employee Details Form
Feedback Form
In this option you can select to Preview the Form which will open a view of the Form in a new window, and also the option to Use Template. When you select Use Template you will be taken to the Form Builder page. Click here for more information on this topic.