Build a form with the simple editor

The simple editor builds a form as a list of fields, one below the other. See Forms for how it differs from the advanced editor, and Create a form to open the editor, set the launch points and save.

Build the fields

1. Add a field with the buttons below the list of fields: + Checkbox, + Text input, + Text area, + Dropdown, + Single choice, + Multiple choice, + Signature. The field is added at the end of the list. The types are described in Field types.
2. In the field, type the question that the person filling in will read and, if needed, a description to guide them.
3. In Dropdown, Single choice and Multiple choice fields, enter the answers the person filling in can choose from: in the Options section, click Add for each answer.
4. Order the fields with the up and down arrows next to each one. The bin deletes the field.
5. Save the form.

Set the form’s appearance

Click the Configuration icon (a gear) and open the Appearance tab.

• Header sets what appears at the top of the filled-in form:
  • Standard: the project’s logo and name, and the office details;
  • Custom title: a Title and a Subtitle of your choice;
  • None.
• Show entity descriptor adds a short description of the item the form is filled in from, for example the person or the session date.
• Completion date and time adds the date and time the form was filled in:
  • Show date and Show time set which of the two fields appear;
  • Prefill with current date/time fills them in when the form opens;
  • Read-only stops the person filling in from changing them.

Add a script to a form

Click the Configuration icon (a gear) and open the Script tab.

A script is JavaScript code that the form runs while it is being filled in. It can, for example, prefill a field with data from the item the form was opened from, as the attendance register does with the list of participants. How to write a script is explained in Add a script to a form.