Onboarding individuals allows you to capture the data you are looking for.
Simply create an Onboarding Process and add your questions in a form.
To start:
Go to "Build Processes" from the platform home page.
Click the green Add new process button top right of the screen.
Then choose "Create an Onboarding Process".
Add a name for your process.
Add your first step
Click on the right menu and choose your first step. For the onboarding of individuals, choose Form.
Next you will see a "new form node" onto your working space of the platform.
Dubble click the New form node, and you will be able to add fields to a form in the next step.
You can then see the form framework in the centre.
The to left you see the various fields that you can use to populate the form.
On top of these fields, you can rename the "New form node" so it will be clear what process you hav here.
Now start creating your form!
Make sure to SAVE the form while you are working on it regularly with the top right green button.
Then you just simply drag and drop the value fields of which you would like to get the data for into the form framework. You will predefined fileds in the Company fields.
Navigate to the Individual option in the left menu.
Drag the desired fields into the form workframe.
After adding specific fields, you can edit some of the settings for the fields in the menu on the right.
You can change the title for the field in the "Label" field on the right.
You can add a short description through the "Help text" field.
You can add a placeholder for the field value through the placeholder field.
Then you can set a field to "mandatory" by making sure the switch under "Validation" is set to "Field is required to fill out". You can also enter an "error message" here. This is the message your users will see when do forget or don't fill in a mandatory field.
To add some visual elements you can click on the left menu.
Here you can add a Title, Paragraph or Divider to the form.
You can add / change the text for the Title and Paragraph in the menu on the right when you click each element.
MAKE SURE to save your form, using the top right "Save form" button.
Once saved, go back to your process overview page by clicking the grey arrow on the top left.
To use the form, click the Launch process button in the top right.
The make sure to press Publish version.
You will notice that each time you make a change in the form, it will be mentioned here, and you will need to Publish version to have the latest version available.
Once published, you can copy the Launch process link that is provided, and share the link with the persons that need to fill in the form.
The form will be visible to the individuals who need to fill it out like this.
There you go, your first process step has been created, well done!