Create and configure a standard form

Build a standard form by adding steps and elements and configuring their content and settings.

A form is structured into steps, and each step contains elements such as questions or input fields. Different element types allow you to collect various kinds of data, such as text, dates, or selections.

Note

The perquisites include having access to Settings and the form has already been created and available for editing.

Go to Settings in the main menu.
Click Forms and select the form you want to edit.
Click Add Step.
Enter a name for the step in Step Title.
Expand the step and click Add element.
Select the type of element to add.

Note

Available element types include: Text, Options, Date, File, Number, Money, Relation, Video, and Table.
Enter the question or content for the element.

Note

The configuration depends on the selected element type. For example, Options can use checkboxes or drop downs and Text can be single-line or multi-line.
Add response options if required.

Note

When adding options, type the value next to the plus icon and press Enter to save it.
Configure element settings such as Mandatory or Optional.
Repeat adding elements and steps until the form structure is complete.
Click Save changes.