How to create an online form

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 form

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Option 1. Creating a reusable form - Saved in the Toolbox

Online forms created within your Toolbox can be reused 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

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

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

ⓘ The title you give to forms created in your process are visible by end-users

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

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📌 Form characteristics

Here are a few things to know about forms

An end-user can start filling out a form and save the first answers submitted
You'll have access to all answers even if it is not yet fully completed
You can fill out a form as an admin on behalf of an end-user
You can create forms that you'll hide from the end-users so only your team will see and fill them out

There are 2 ways of creating an online form

Option 1. Creating a reusable form - Saved in the Toolbox

Option 2. Creating a unique form - Available in a process

Importing an existing form to a checklist (process or application)

📌 Form characteristics

Read More about Clustdoc forms

Comments

There are 2 ways of creating an online form

Option 1. Creating a reusable form - Saved in the Toolbox

Option 2. Creating a unique form - Available in a process

Importing an existing form to a checklist (process or application)

📌 Form characteristics

Read More about Clustdoc forms

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