Building a Form

⚠️ You need to setup form access and include your department in the form name.

Creating a Form

1. Go to Content > Forms
2. Click + New button
3. Enter a name for your form
4. Click Create

 

Adding fields

1. Open the Edit tab
2. Drag field types from the left panel onto your form.
3. Click a field to configure its settings in the right panel.

 

Field settings

Click a field to see its settings in the right panel:

1. Label - What users see above the field.
2. Description - Extra instructions below the field
3. Required - Check this box if the field must be filled out

Circled numbers on the image are associated with the ordered list of field settings.

 

⚠️ Setting form access

While building your form, you need to restrict who can edit it and view submissions.

1. Open your form
2. Click the Properties tab
3. Click Access in the left sidebar
4. Select the access group

Naming your form

Please be sure to give your form a unique name. We recommend [department - form name].