A step to fill out an online form can be added to your checklists. Whether in a process (standard requirement) or in a live application (specific to an end-user). Read on to discover how to do so.
There are 2 ways of creating an online form
- From the Toolbox for reusable form
- In a Process or application for a unique for
Option 1. Creating a reusable form - Saved in the Toolbox
- Go to 'Resources>Toolbox>Online forms' to create a new online form
- Click on 'New form' and name your future form. You land on the form builder.
- Drag and drop the fields in the center area and edit each field based on your needs
- Click on the little pencil icon to edit the field
Option 2. Creating a unique form - Available in a process
Forms you create while building a process, or as part of a live application are called unique forms. Such forms will be steps to be completed as part of the checklist.
- Go to Ressources>Processes and select your process
- Click on 'Add new steps' button at the top of your checklist
- Select the option 'Form to be filled out'
- Name your blank form Eg. Please fill out this form
- Hit the 'Confirm' button'
You'll be redirected to the form builder where you can drag and drop your fields like explained above.
Importing an existing form to a checklist (process or application)
It's very easy to import already existing forms into your checklist whether you're building a new process or want an end-user to complete a new step as part of the application.
- Go to your Process or Application
- Click on 'Add new steps' button at the top of your checklist
- Select the option 'Form to be filled out'
- Name your blank form Eg. Please fill out this form
- Select an existing form in the dropdown
How is the form data delivered to you?
Once an end-user fills out a form, it will automatically be delivered to your account as aPDF and CSV files. The CSV will allow you to extract the data to your apps using our API. More info here.
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