What is a form
Forms contain all the relevant questions and serve as the foundation for multiple checks, audits, records, and requests. You must create a form before setting up a specific workflow.
How to create a form
Follow these steps to quickly create and publish a form. For more advanced settings and tab functions, see the Understanding the Tabs Within a Form guide.
Step 1. Open the Form Builder
Go to the Configure Portal via the 3-dot menu.
Navigate to the Form Library.
Form Library is where you can create new forms, manage existing ones, and access templates.
Step 2. Give Your Form a Name and Purpose
Select Add Form to create a new form. You can also clone and use the template from the Form Template.
Choose the form type and enter the relevant details.
💡Tip
Keep the name descriptive so it’s easy to identify later.
Step 3. Add Questions
Go to the Questions tab.
Add sections and questions according to your needs.
Mark any required fields so users know which answers are mandatory.
Step 4. Review
Click the cog menu in the form builder.
Select Preview to see how your form will appear to users.
Step 5. Publish
When you finish adding questions, click Finished adding questions?.
You will be taken to Assign Workflow.
Assign the form to the desired workflow and confirm to publish it.
After creating your basic form, you can explore additional settings like validations, documents, comments, media uploads, actions, and requests, For a detailed guide to all tabs, see:
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