A Logit form is created by admins to design questions and collect structured data for workflows like checks and audits.

When adding a new form, the first page you see is Details. You will have to enter the details so that the form can be created.

Form Name - The name of the form.

Owner - Which site owns and accesses this form.

Department - Which department owns and accesses this form.

Form Type - A Form Type determines what kind of workflows the form can be linked to and where it can be used within the system.

Completed At - The completion level determines the business entity level at which a form must be completed.

Show Completion Timestamps - Whether display timestamps in the form and where to display them.

Topics - Assign relevant topics to the form to ensure it is accurately categorised and easy to track in reports.

Instructions - Use this field to provide guidance to help users complete the form correctly.

Score Questions for Audits – Enable scoring for individual questions when the form is used for audits.

Multi Paged Form – To display the form across multiple pages.

Allow Incomplete Answers – Permit staff to submit the form even if some questions have not been answered.

Hide Optional Questions After Submission - Hides unanswered, non-mandatory questions from the submitted form view. These questions will still appear in the generated report.

​​Record User's Location on Submission - Capture the user’s location at the time of form submission.

Questions is where you design and add the questions.

Add Section - Create sections to organise questions into topics. Sections act like folders, helping you group and manage related questions.

Restrict Data Entry By Responsibility - Restrict people's access by responsibilities.

Add Question - Use this button to create new questions.

Link Properties - Available in the properties sections, this option allows you to link pre-defined properties to the form.

Finished adding questions? - Click here to move to Assign Workflow after completing your questions.

Assign Workflow - Assign this form to the desire workflow.

The Documents section allows you to attach relevant documents to the form, providing guides for team members before the tasks.

Attach Risk Assessment - Select and link available risk assessments to the top of form or section

Attach Document - Select and link available documents to the top of form or section

You must assign an action plan to the form and attach it in Actions when validations are set up and all issues are allocated to one single action plan.

Attach Actions - Choose and attach an appropriate action plan.

Staff can raise requests to report identified issues with requests assigned to this Requests section.

Allow Requests - Configure if, when, and which requests can be linked.

Request Locations - Specifies the location to be used for the request.

Allowed Requests - Determines whether the team can raise any requests or only predefined ones.

Required on Validation Error – This option appears only when “Always – While Completing the Form” is selected. It allows you to determine whether requests are mandatory when validation issues occur.

Button Icon - Customise the request button.

To add a comment box or enable photo uploads, turn on the relevant options in the Media Settings field.

Comments & Media - Specify whether comments and media can be added, and define where they appear in the form.

Comment Requirement - Determine whether comments are required and under what conditions they can be added.

Media Requirement - Determine whether medias are required and under what conditions they can be added.

Media - Restrict to camera images only on mobile devices - This ensures users can only take and upload real-time photos, preventing them from selecting existing images from their gallery.

The Assign Workflow option only appears when this form isn't linked to any workflows. Once the form has been used, this option will be replaced by Usage.

The available workflows are decided by the form type.

To create another workflow using this form, go to the Configuration menu (cog icon).

Usage allows you to view in which workflow this form is linked to.

The number indicates how many workflows this form is in use or archived. Clicking the Edit button will navigate you to that active workflow.

The Configuration menu holds the below features.

Preview - View the form as it will appear to users before publishing.

Clone - Create a copy of the current form or question set.

Archive/Delete - Move the form from Form Library to Recycle Bin.

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