If you’ve been following the Forms section up to this point, you should now have a good grasp of all of the different features, buttons, and tools at your disposal for creating, customizing, and sending out your own forms. Now that we’ve covered all of those basics, it’s time for the most important part - walking you through the actual creation of a new form.
Here, we’ll go over how to go about creating a totally new form from the ground up.
Note: If you are unsure about how any of the buttons or fields work in the Forms Creator area, refer back to our Overview of the Forms Creator article for more detailed information.
How to Create a New Form
- From the Admin Panel, click on the subheading Create Forms in the Forms area, on the left-hand side. (You can also simply click the Forms heading to navigate to that area, and then click + Create new form on the main Forms page.)
- You are now in the Forms Creator. You can start to build your form by adding a name for it, and a description if necessary.
- Add your questions by dragging and dropping field options from the Add New Field column into the Form Editor section. Be sure your questions (and answer options) are clear and concise for people using your form.
Note: Each field you include has the option of being set as ‘required’, for those fields which you know are absolutely necessary on the form, or ‘allow user comment’, for fields where you may want a very specific answer type, but in which an additional comment field can still help the sender add context around the answer.
- Once you are done organizing all of the fields and questions you need, you can choose to edit the ‘Approve’ or ‘Reject’ options (this step is up to you!).
- Lastly, click the Settings tab at the top of the Form Creator, next to the Editor tab. Here you can choose to add multiple approval stages to your form, restrict who can be a recipient at each stage, and set up the approval workflow. Or you can choose to have only one stage with no recipient restrictions - whatever works best for this form.
Once you’re happy with the format of your new form, you can click the Save Draft button if you want to save it for future editing, or click Publish to give your users access to it right away.
You’ve now successfully created your first form from scratch!