Form Builder

Use the Form Builder to add questions and layout elements, arrange them, and preview what people will complete.

For any Usage other than General, the builder shows a reminder of what the Form does with each submission:

Build a Form

Select an element to add it at the end of the Form, or drag it into the position you want. Drag an existing element to rearrange it. Select an element to edit its label, width, appearance, required setting, and other options.

Use the other pages in the Form menu when you are ready to continue:

Settings controls details, access, notifications, and publishing options.
Submissions lists answers submitted against the Form.
Submission Request asks someone to complete this Form.

Form Builder Actions

Select Preview to check the Form as a person completing it will see it. The Actions menu lets you publish, duplicate, share, or embed the Form. It also includes Download Blank Form for a printable paper copy. See Downloading a Blank Form.

Available Elements

Layout Elements

Element	Use it for
Divider	Separate sections or control spacing.
Header	Add a heading to a section.
Rich Text Block	Add instructions, a table, or other formatted text that does not collect an answer.

A Rich Text Block can hold a table, the same way a Document Template or note can. See Formatting Tables to add rows and columns, shade cells, and mark header rows.

Form Elements

Element	Use it for
Single Line Text	Short written answers.
Multi Line Text	Longer written answers.
Email	Email addresses.
Mobile Phone	Mobile numbers.
Date	A date selected from the calendar or entered manually.
Date and Time	A date and time.
Number	Numeric answers. Set Decimal places from 0 to 6, or leave it blank to allow any number of decimal places.
Money	Currency amounts.
Checkbox	One statement the person can tick.
Dropdown	One answer from a list.
Multi Select	More than one answer from a list.
Radio Buttons	One answer from a visible set of options.
File Upload	Up to 10 files attached to each File Upload field.
Address	An address found through address lookup. Add a text field as a fallback when an address may not be listed.
Rating	A numbered or star rating with optional labels at each end.
Image	A logo, banner, or instruction image that does not collect an answer.
Annotated Image	An image the person can mark up before submitting.
Participant Select	One Participant. Internal Forms only.
User Select	One user. Internal Forms only.
Site Select	One or more Sites. Internal Forms with Scheduling only.

For a Number field, setting Decimal places to 0 allows whole numbers only. If an answer has too many decimal places, the Form asks the person to correct it before submitting.

A File Upload field accepts PDF, Word, Excel, PowerPoint, CSV, text, email, ZIP, common image, audio and video files. If a file is no longer available while the form is being completed, upload it again before submitting.

For a numeric Rating, select Start scale at zero when the first value should be 0. The Number of options still controls how many points the scale has.

Conditional Logic

Use conditional logic when an earlier answer should show, hide, or require another field. You can also show or hide headers, dividers, images, and rich text blocks so the surrounding section changes with the questions. See Conditional Logic Forms.

Site Select

A Site Select field is available on Internal Forms when Scheduling is enabled. It lists every active Site in the organisation. Select Allow multiple selections if the answer can include more than one Site.

Archived Sites no longer appear for new answers. Existing submissions keep the Site name they recorded. See Creating and Managing Sites.

Selection Scope

Selection scope controls who appears in Participant Select and User Select fields.

For Participant Select:

Option	Who appears
Full	Every active Participant, including people the submitter cannot normally access.
Limited	Participants the submitter can access. Support Workers also see Participants they had a shift with in the last 30 days.
Strict	Participants the submitter can access. For a Support Worker, this is limited to Participants on the shift the Form was opened from.

For User Select:

Option	Who appears
Full	Every active user.
Strict	Support Workers see other workers on their shift. Other users see everyone.

New fields default to Strict. When a Form is opened from a shift, its strict Participant and User lists follow that shift.

A Participant Select field lists names using your account's Participant Name Display setting, and shows an External ID beneath the name for a duplicate profile - see Telling Duplicate Profiles Apart in Participant Pickers.

Duplicating a Field

Open the field and select the copy icon. Astalty adds an independent copy beside or below the original, ready for you to edit.

Archiving a Field

Open a field and select the delete field icon to archive it. This cannot be undone. Astalty removes conditional logic that referred to the field, but keeps its answers on existing submissions and in the Form's Report. System fields cannot be archived.

Finalising a Form

Select Preview and check the questions, required fields, and conditional paths.
Review the Form's access and notification Settings.
Select Actions > Publish.

Publishing makes the Form available to the people allowed to complete it.

Duplicating a Form

Open the Form and select Actions > Duplicate. Astalty confirms what the copy will be and that its Usage can't be changed:

The copy keeps:

its Usage and Type - these can't be changed, except that a General form can be converted to a register. For any other change of Usage, create a new form instead
active fields, images, options, and conditional logic
who can complete the Form and view its submissions
Form notifications and delivery methods
its description, submission message, button text and colours, background colour, embedded-name setting, and submission confirmation

The duplicate is named with a (Copy) suffix and starts unpublished. Its submissions, archived fields, and Participant-specific assignment are not copied. Review the copy, update its Settings, then select Actions > Publish when it is ready.