Let's build a form together! As an example, we are going to make a Monday Cleaning Checklist using all of the tools available to us.
In this Article:
Form Settings
To do this:
Log into the Admin Console
Go to Forms
Click on the Green Plus icon to create a new form
Type the Form Name
Choose the Form Category
Go to Form Settings
Add an Attribution if you want to reference a link at the top of your form
Enter the email ID you want the completed form to be sent
Set the Form Schedule from Daily | Weekly | Monthly or None
Form Design
Creating custom forms is crucial in supporting daily tasks, assessments, and record-keeping necessary for Food Safety. You can utilize the Draft Mode feature to test newly designed forms before publishing them.
You will need the following tools to create your custom Forms:
Question
Collapsible Panel
Section Header
Conditional Section
Instruction Text
Form Preview
Please Note: Form Preview feature is only available for our Premium & Enterprise Customers
The Form Previewer enables you to visualize workflows created with the form builder in the Admin Console.
To do this:
Log in to the Admin Console
Go to the Forms Tab
Search for the Form
Click on the Pencil Icon to edit
Click on the Preview Button. This will log you into the App on the Web and direct you to the relevant form
View the form to ensure the workflow is based on your requirement
Click on the 'X' button on top to come out of the Preview
Save the form if satisfied or continue editing if required
Form Analytics
Form Analytics provides a summary of form details, including the estimated completion time, number of questions, creation & modification date, and creator & modifier information.