Manage Forms

To build custom forms tailored to your agency’s needs, enabling users to collect and document client information efficiently

Click the button on your navigation bar, and here you will find the Manage Forms Option.

The 'Manage Forms' page provides an overview of all active and inactive forms within your service.

Manage Forms

Create Forms

• To add a new form, click the Create Form button at the top right corner.

• Fill in the following information:

  • Name of form

  • Description (optional): A short description of your form

  • Instructions (optional): Instructions on how this form should be completed

• Choose your first form field type: Number, Text, Select, or Multi-Select.

Manage Forms - Create

• Fill in the following fields for each field type and specify if they are required using the toggle:

  • Number Field:

    • Question

    • Description (optional)

    • Minimum & Maximum Value

  • Text Field:

    • Question

    • Description (optional)

    • Minimum & Maximum Character Length

  • Select Field:

    • Question

    • Description (optional)

    • Options (List each option on a new line by pressing enter)

  • Multi-Select Field:

    • Question

    • Description (optional)

    • Options (List each option on a new line by pressing enter)

    • To add more fields, click the button. If needed, you can also rearrange the order of the questions with the buttons.

    

    Forms - Create
• Once done, click Submit to create the form

Disable Forms

To disable a form that is no longer needed, click the button in the form's row and select Disable Form. Once disabled, the form will no longer be accessible to users within the client's profile.

Manage Forms - Disable

Edit / Delete Forms

Once a form is disabled, you can edit / delete a form by clicking the button again.

Edit - You can make changes to a published form at any time. Editing forms might invalidate existing drafts, and users might need to resubmit a new form.

Delete - If submissions exist, you can only disable the form. A form can only be deleted if there are no existing submissions. This action cannot be undone.

Manage Forms - Edit / Delete