How to import a Form into a live application – Clustdoc

💡 A form step can be added to your checklists to capture data. Whether in a process (standard requirement captured before launching your flow) or in a live application (once the flow has started with a specific end-user).

There are 2 ways of creating an online form

From the Toolbox for reusable form
In a Process or application for a unique form

If you choose Option 1 you'll be able to import an existing form into any of your applications.

Let's see how:

Go to Applications and select the one you need
Click on the Add New steps blue button
Select Form to fill out
Name your step and select an existing form from your Toolbox
✅ You're done!

Options available when adding a form step

Field Name

Description

Name

The name of the form will allow people to understand what needs to be done (Eg. Please fill out this client info sheet)

Form

This is the actual form module that you want to import from the Toolbox or create on the go

Instructions

This is a text that will show on top of the form

Tooltip

This is a text that will show when end-users mouse over the related step (being to complete a form) while on the checklist

Approval

This is about which status you want to show once the step is completed (Pending review or approved) knowing that an approved form cannot be edited by end-users anymore

Required

Whether this step is mandatory or optional

Visible to end-user

Is this a form that end-users need to fill out? Otherwise you can hide it so that only team members will be able to fill it out

Dropdown options

Select where in your checklist you want to add this form

There are 2 ways of creating an online form

Options available when adding a form step

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