Create or Edit a Form with the Form Builder

Introduction to the Form Builder

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

Form Pages and Sections

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

Question Types

• Question and Data Types in the Form Builder
• Question Type: Audio
• Question Type: Button Group
• Question Types: Duration Calculation and Duration Math
• Question Type: Geolocation

Question Properties

Data Types

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

Work Instructions and User Help

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

Conditional Logic

• Conditional Logic: Operators and Actions
• How Conditional Logic Works
• Overview: Conditional Logic
• Create and Manage Conditional Logic
• Building Conditional Logic Rules

Form Builder "Recipes"

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