How to create & add an online form to your checklist – Clustdoc

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

💡 Online forms created within your Toolbox can be reused later on in different processes.

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

💡 Unique forms can be saved to the Toolbox as templates if needed.

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.

The information you will find in the downloaded form:

- Last name, first name and other contact information

- His/her answers to the form

- Text info or instructions you added when creating your form

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