How do I Digitise a Form in Form Builder?
Access "Form Builder" in the sidebar of the application you want to use your form in.
On the right-hand side of the screen, you will see the heading ‘Toolbox’ with a selection of tools you can use to create your form.
The grey area in the centre of the screen represents the form you are going to create. The buttons at the top allow you to Clear, Preview, Save or Open an Form. Please be aware that the FormBuilder tool currently does not auto-save content. Refreshing the page, closing the browser or using the "Clear Form" button will delete your work and it will not be able to recover it. Please ensure you save your work frequently, using the green 'Save Form' button at the top of the screen.
You can move elements from the Toolbox to your form by either clicking on its rectangular button or by dragging and dropping the element onto your form. You can change the sequence and layout of the elements in your form by dragging and dropping each element into the desired position.
These are the elements that are available to build your form in the Tool Box:
- The Section tool allows you to create multiple sections for your form.
- To add tools to the section, drag the tool you wish to add from the right column, and drop it into the section.
- Note – you cannot drag and drop a tool into the section if it is already in the form, and you cannot take a tool out of the section into the form.
- The Header Text tool allows you to create a header for your form.
- The Paragraph tool allows you to include a paragraph of text in your form.
- The Link tool allows you to add a clickable link to the form.
- The Line Break tool allows you to create a break in the form.
- The Text Input tool allows the user to enter text, this can be relevant to the title you enter for the text input.
- The Date tool allows the user to enter a specific date that is relevant to the form.
- The Number Input tool allows the user to enter a specific number using the arrows on the right side of the field.
- The Multi-Line Input tool allows the user to enter information.
- You can choose the number of rows for the input by entering the number into the ‘Rows’ field.
- The Range tool allows the user to select an amount using the bar option.
- You can select the minimum and maximum range using the arrows on the right of these fields when editing.
- The System Field tool shows specific information based on what you select.
- Select what you want to show from the dropdown option and the count reports.
- The Maths tool allows the user to make calculations based on what you have selected.
- Select the field to operate with from the dropdown options.
- Choose the operator from the options.
- The arrows on the left allow you to change the fields location.
- You can add a field by clicking ‘+Add Field’ or remove a field using the bin icon on the left.
- The Body tool allows the user to select a specific part of the body that has been affected.
- The Checkbox tool allows the user to make multiple selections based on what you have entered.
- Enter the question or statement into the text box.
- You can import specific data from the system by selecting from the dropdown options. Based on what you select will automatically show when the user is filling out the form.
- You can add multiple options under the ‘Options’ heading.
- To add more options, click the plus icon on the right.
- To remove options, click the minus icon.
- The Radiobutton tool allows the user to make a single selection based on what you have entered.
- Enter the question or statement into the text box.
- You can import specific data from the system by selecting from the dropdown options. Based on what you select will automatically show when the user is filling out the form.
- You can add multiple options under the ‘Options’ heading.
- To add more options, click the plus icon on the right.
- To remove options, click the minus icon.
- The Dropdown tool allows the user to make a selection using a dropdown.
- Enter the question or statement into the text box.
- You can import specific data from the system by selecting from the dropdown options. Based on what you select will automatically show when the user is filling out the form.
- You can add multiple options under the ‘Options’ heading.
- To add more options, click the plus icon on the right.
- To remove options, click the minus icon.
- The Tags tool allows the user to make multiple selections from a dropdown menu.
- Enter the question or statement into the text box.
- You can import specific data from the system by selecting from the dropdown options. Based on what you select will automatically show when the user is filling out the form.
- You can add multiple options under the ‘Options’ heading.
- To add more options, click the plus icon on the right.
- To remove options, click the minus icon.
- The Signature tool allows the user to enter a digital signature.
- The Multiple Signatures tool allows the user to enter multiple signatures.
- The File tool allows the user to upload a file.
- The Files with Status tool allows the user to upload a file which will show the status of the file i.e. approved, rejected, expired, about to expire.
- The Image tool allows the user to upload an image.
- The Attach Documents tool allows the user to upload a document.
- The Table tool allows the user to fill out the contents based on what you have entered.
- The Attach Voice Note tool allows you to upload a voice note you have already recorded.
- The Voice Notes tool allows the user to upload a voice note.