How do I: Create a custom form

Overview

Custom forms allow you to create structured data collection forms for surveys, feedback, compliance forms, onboarding paperwork, and more. You can add various field types, set validation rules, and distribute forms to specific employees or groups.

Accessing Forms Management

To create a custom form:

1. Navigate to Admin > Forms
2. Click the "Create Form" or "New Form" button

Screenshot Placeholder

Forms page showing create button

/screenshots/docs/admin/forms/accessing-forms/screenshot.png

Setting Basic Information

Start by configuring the form's basic details:

1. Enter a Form Title - The name of your form (e.g., "Employee Satisfaction Survey")
2. Add a Description (optional) - Instructions or context for respondents
3. Set the Form Status to "Draft" while building

Adding Form Fields

Add fields to collect the information you need:

1. Click "Add Field" or "New Field"
2. Select a field type:
   • Text - Single-line text input
   • Textarea - Multi-line text input
   • Number - Numeric input
   • Email - Email address input
   • Date - Date picker
   • Dropdown - Select from options
   • Radio Buttons - Single choice from options
   • Checkboxes - Multiple selections
   • File Upload - Allow file attachments
3. Configure each field:
   • Field label
   • Placeholder text (optional)
   • Required/optional setting
   • Validation rules
   • Default value (optional)

Setting Field Validation

Configure validation rules to ensure data quality:

• Required - Field must be filled
• Min/Max Length - Text length limits
• Min/Max Value - Number range limits
• Pattern - Custom regex validation
• File Type - Allowed file types for uploads
• File Size - Maximum file size

Organizing Fields

Organize your form for better user experience:

1. Drag and drop fields to reorder them
2. Group related fields into sections (if supported)
3. Add section headers or dividers for clarity
4. Use conditional logic to show/hide fields based on previous answers

Publishing and Distributing the Form

Once your form is ready:

1. Review all fields and settings
2. Change the form status from "Draft" to "Published"
3. Click "Distribute Form"
4. Select who should receive the form:
   • All employees
   • Specific departments
   • Individual employees
   • Custom groups
5. Set a deadline (optional)
6. Send the form

Viewing Responses

To view form responses:

1. Navigate to the Forms page
2. Click on your form
3. Go to the "Responses" tab
4. View individual responses or export all responses
5. Use the analytics view to see aggregated data

Related Documentation

• Admin: Forms - Complete forms management guide
• Admin: User Management - Manage employees who receive forms