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How to Create a Form for Submission
How to Create a Form for Submission
Updated over 2 years ago

Forms include time sensitive deliverables and assignments that are used for internal data collection.

To add a new Form:

  • From your home base, click on the Forms icon

  • Click the yellow "+ Add New" button in the top right hand corner

  • Add a title into the title bar. You are now ready to add the various components of your Form

  • For each Form you can:

    ╰Add a color tag and/or emoji

    ╰Indicate who the Form is visible to (Student, Mentor and/or Organization Administrator)

    ╰Indicate if you're accepting responses

    ╰Indicate if you allow multiple submissions

    ╰Provide a due date, if applicable

    ╰Provide a high-level description of the Form

    ╰"Lock" the Form (locking an assignment means that it can only be submitted for a Program it's associated to)

    ╰Add relevant WeDrive content

    ╰Add to an associated Program

    ╰Add relevant FAQs

Click the "+ Pick a Field to Add" button in the bottom right hand corner to add the components of your Form. For each field, you can request the following information:

  • Date - if a question requires a user to input the date

  • Time - if a question requires a user to input the time

  • Short Text - if a question requires a user to input a short amount of text

  • Long Text - if a question requires a user to input a long amount of text

  • Number - if a question requires a user to input a single number

  • Rating - if a question requires a user to decide upon a number of stars

  • URL Button/Link - if a question requires a user to input a website URL

  • Payment Button/Link - if a question requires a user to input payment details

  • Dropdown - if a question requires a user to select from a dropdown

  • Checkboxes - if a question requires a user to check one or multiple checkboxes

  • Single Select - if a question requires a user to chose one answer from multiple choices

  • YouTube/Vimeo Video - if a question requires a user to input a link to a YouTube or Vimeo video

  • File Upload - if a question requires a user to upload a file from their computer

  • Google Drive - if a question requires a user to upload a file from the Google Drive

For each new field:

  • Enter the question text in the "Enter name" field

  • Indicate if the question is required by toggling Yes/No

  • Adjust "max length" and "pre-populate from" fields by clicking the gear icon

  • Delete the field by clicking the red garbage can icon

To adjust the order of the fields, click the six grey dots to the left of the "+ Section" button to drag and drop into the appropriate order.

To create separate pages within your Form, click the "+ Section" button to the right of the "Enter name" field. Provide that page with a title and then click the disk icon to save. In adding new fields to your Form, make sure to indicate which Section (or page) the question field belongs to by clicking the "+ Section" button each time to assign.

💡 Remember: Click the green "Save Changes" button in the bottom right hand corner to save your Form to the Forms dashboard.

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