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
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
ⓘ 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
📌 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
Read More about Clustdoc forms
1/ How to use forms to prequalify end-users
2/ Which form fields are available
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