Create a Form - Starting from Scratch

Overview

Open Manage Forms, click Create Form, then select Start from Scratch.

Form Details

Enter:

• Name
• Description
• Usage
• Type

Form Name

This is the title displayed on the form and in Astalty.

Form Description

Explain what the form collects or when it should be used.

Form Usage Type

Available usage types are:

• General: stores an ordinary form submission.
• Staff Incident: creates a staff incident from each submission. This usage is Internal only.
• Participant Incident: creates a Participant incident from each submission. This usage is Internal only.
• Referral & Intake: creates a referral from each submission. This usage is External only and requires the Referrals feature.
• Register: creates a tracked register entry from each submission. This option requires the Registers feature. See Registers.

There's no default Usage - you must choose one before you can create the form. Staff Incident and Participant Incident are separate, locked usages: a form built as one can't later cover the other, so create a separate form for each kind of incident you need to collect.

New forms start as Unpublished. Astalty initially allows the Admin, Manager, and Team Member groups to submit the form, and allows the Admin group to view its submissions. Review these access settings before publishing.

Referral & Intake

The Referral & Intake usage lets you build your own referral form from scratch. Every submission of a Referral & Intake form creates a referral in the Referrals register, exactly like the built-in Participant Referral Form template.

A few things to know about this usage type:

• Referral & Intake forms are always External - the Internal option is unavailable, so anyone with a link to the form can fill it out.
• First Name and Last Name fields are added to the form automatically as required system fields.
• In the form builder, each field can be linked to a Participant profile field, so Astalty knows where the answer belongs when a Participant is created or updated from the referral. See Mapping Form Fields to Participant Profile Fields.

Form Type Internal or External

The Type controls who can open the form:

• Internal: only signed-in Astalty users with access to the form can complete it.
• External: anyone with the link can complete it.

Click Create Form to open the Form Builder.