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- Overview: The Parts of a Form
- Building Forms
Note: V2 Forms are available to all customers.
Pages are the main way to structure a form; they are equivalent to a "screen" in the mobile app. They form the main navigation of a form, dividing a form into a sequence of clear steps.
Pages in the Form Builder
- Pages in a form are listed in the left navigation panel of the Form Builder.
- The contents of the currently-selected page are listed on the right.
Sections are containers for questions within a page. They are shown in the right panel of the Form Builder. There are a few types of sections.
Regular Sections are subheaders within a single page. They divide questions into logical groups, visually breaking them up and making it easier for mobile users to navigate a page. These sections will make up most of your form.
Regular Sections in the Form Builder
Regular sections group your questions under headers in the right panel of the Form Builder.
Repeatable Sections are typically used whenever you would see a table on a paper form, to collect a variable amount of line items, such as parts with associated quantities and prices. They display as a table in the mobile app, and allow users to collect multiple answers for the same set of questions.
Repeatable Sections in the Form Builder
Repeatable sections look like a table in the right panel of the Form Builder.
Questions are what mobile users interact with in the mobile form; users can type with a keyboard, select from a list of options, or attach files in order to provide answers for them.
There are many different kinds of questions that can be added to a form.
- Question Type determines how users should interact with the question and what it looks like (i.e. manually typing in a response vs. selecting it from a list.)
- Data Type determines and what kind of information the question should collect (i.e. a number, a date, a signature, etc).
- Please read: Question and Data Types in the Form Builder
When a lot of questions in a row are of the same type, the mobile form can get very monotonous, and mobile users are more likely to miss a question. It's also exhausting to answer many manual entry questions in row!
Try to vary your question types, especially using types like button group questions, which highlight in a particular color once an answer is chosen. Your forms will be more attractive, and your mobile users will appreciate it.
Questions in the Form Builder
Questions are found inside of sections, and are shown in the right panel of the Form Builder.
From the Forms list in the web portal, select "Create New Form".
Select Build a Mobile Form from the window that appears.
Once the form builder has loaded, you'll be on the General Information screen. Give your form a Form Name and Form Description. You'll be able to edit this later if you desire.
Add a Page
In the left navigation pane of the Form Builder, select Add a Page.
Name your page.
Mobile users will see this name in the mobile form in the left navigation, and at the top of the screen.
Optional: Customize the page's unique identifier.
This identifier is referenced in conditional logic, analytics, and other parts of the Form Builder.
Optional: Select where the page should go in your form.
By default, new pages are inserted at the end of the current page listing.
Select Save at the bottom of the page.
These actions can all be accessed from the menu icon beside the page name in the right panel of the Form Builder.
Edit: This will bring up the Page Information screen, where you can modify the page name and unique identifier.
Copy Page: The page will be copied. If copying a page with self-contained conditional logic (i.e., all rules and effects are contained within the page) , then the conditional logic rules will also be copied.
Delete Page: This will permanently remove the page from the form. This may impact and cause errors in other parts of your form or conditional logic.
Move a Page
In the left navigation, select and hold the dotted icon while dragging the page to the desired location. Or, edit the page and select the desired location under Page Placement.
Add a Section
Make sure you are on the desired page.
Select Add a Section at the bottom of the right panel.
Choose your section type (Regular or Repeatable).
Name your section.
Mobile users will see this name in the header above each section in the mobile form.
If you don't name your section, the header won't show up, and there will be no visual separation between sections. This is usually done for the first section on a page.
Optional: Customize the section's unique identifier.
This identifier is referenced in conditional logic and other parts of the Form Builder.
Choose whether to Show Section Header on Mobile Device.
If OFF, the header will not show in the mobile form, but it WILL show in documents.
If ON, there are two additional options:
Allow mobile user to collapse and expand this section: Using the and icons, your mobile users can make the questions in the section shown or hidden. This is useful for space saving on larger forms.
Start section in collapsed state: Users will have to manually tap the button to expand the section.
Edit, Delete, Move or Copy a Section
These actions can all be accessed from the menu icon beside the Section name in the right panel of the Form Builder.
Edit: This will bring up the Section Information screen.
Copy Section: The section will be copied. If copying a section with self-contained conditional logic (i.e., all rules and effects are contained within the section) , then the conditional logic rules will also be copied.
Move Section: This will open a list of sections in the form. You can choose to move this section to after any of the listed sections.
Delete Section: This will permanently remove the section from the form. This may impact and cause errors in other parts of your form or conditional logic.
Add a Question
Navigate to the desired section.
Select the Add a Question button.
- Choose a Question Type.
- Provide Question Text.
- This is the "Question" you are asking users to respond to, or instructions on what kind of information to enter. You can format the question text to make it easier for your users to read.
Optional: Customize the unique identifier. This identifier is referenced in conditional logic and other parts of the Form Builder.
Choose a Data type. The list of available data types will differ depending on what question type you chose. For more information on Data Types, please read: Question and Data Types in the Form Builder
Select any necessary Restrictions(Required, Read-Only, Hidden on Device, Hidden in Reports).
The remaining configuration options (In the Options and Properties tabs, if present) will differ based on your question and data type. For more information please read: Question and Data Types in the Form Builder.
Optionally add Help Properties. Read more here.
Edit a Question
To edit a question, simply select the question. Its properties will open again.
These actions can all be accessed from the menu icon beside the Question in the right panel of the Form Builder.
Copy Question: The question will be copied.
Move Question: This will open a list of sections in the form. You can choose to move this question into any of the listed sections. You can also drag and drop the question within the same page or onto different pages.
Delete Question: This will permanently remove the question from the form. This may impact and cause errors in other parts of your form or conditional logic.