Form Management

Create and manage collection forms with access control and analytics. Easily share and review results on designated data boards.

There are two methods you can start to use the form management.

Start a new form:

Step 1: CREATE NEW. Start a new form.

Step 2: Customize the form header section - banner image, form header and subheader description.

Step 3: You can edit, hide/show and delete the default field in the form.

Step 4: Add a new field and choose the field type.

The available field types are as follow:

Step 5: After completing the form design, set a form name and form description for internal communication and management. Also, you can specify who is responsible for this form and who has access to this form. Set a databoard name for saving all the results from this form to the databoard. A logo image can be uploaded to customize the form sharable QR code.

Start with an existing form:

Results data will be saved to the same data board which is linked to the existing form. Form owner and results data board access will also be same as the existing form.

Step 1: CREATE NEW. Start with an existing form.

Step 2: Choose existing form to use and continue the following steps.

Public Share the form:

The form can be shared using the public shared URL & QR Code and public embedded code.

View Results:

The results can be viewed by clicking on View Results or the databoard name and it will be redirected to the associated Data Board.

Edit form:

When clicking on Edit, you can edit the fields name, hide/show the fields but you cannot delete any fields from the existing form.

Beside that, you can also update the form name, form & results board access and form owner.

Pause form:

The form can be paused if you do not want to receive submission anymore. It can be reactivated as you want to receive submission.