Create a Form - Starting from Scratch

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.

Start from Scratch

By selecting staring from scratch, you will be prompted to fill in the following information;

• Form Name

• Form Description

• The Form Usage Type

• If the form is an Internal or External Form

Form Name

This is the title that will be displayed within the form and in Astalty.

Form Description

This is a description of how the form should be used.

Form Usage Type

You can select if a form is one of the following usage types;

• General

• Staff Incident

• Participant Incident

Form Type Internal or External

This outlines how the form can be filled out and who it will be filled out by

• Internal - Only users logged into their Astalty account can access and fill this form type e.g. Staff Incident Form

• External - Anyone with a link to the form can fill this out e.g. Participant Referral Form

Once you are ready click create form and you will be taken to the Form Builder Page. Click here for more information about this process.