Create or Edit a Form with the Form Builder

Introduction to the Form Builder

• Configure Form Settings in the Form Builder
• Answer Exceptions
• Overview: The Form Builder
• Form Builder: Icon Glossary
• Additional Comments on Questions

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Form Pages and Sections

• Overview: Repeatable Sections
• Repeatable Sections: Building Repeatable Sections
• Repeatable Sections: Conditional Logic
• Repeatable Sections: Summary Table
• Repeatable Sections: Footer

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Question Types

• Question Types: Duration Calculation and Duration Math
• Question Type: Resource Image
• Question Type: Signature
• Question and Data Types in the Form Builder
• Question Type: Aggregation

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Data Types

• Data Type: Duration
• Data Type: Attachment
• Data Types: Date, Time, and Date/Time
• Data Type: Duration
• Data Types: Email Address, URL, and Phone Number

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Work Instructions and User Help

• Question Text Formatting
• Upload an Image to Help Options (Professional Tier)
• Adding Help Content to Questions

Conditional Logic

• Overview: Conditional Logic
• Creating & Managing Conditional Logic
• Building Conditional Logic Rules
• Conditional Logic: Operators and Actions
• How Conditional Logic Works

Form Builder "Recipes"

• Customize Dispatched, Saved, and Submitted Form Names with Data Record Naming
• Calculate a score or average using button groups
• Create a Unique Invoice Number
• Ensure users do not submit forms without filling all required questions
• Stamping Data Onto Images