How do I use the Form Builder?

The Form Builder allows you to create custom Forms by choosing from a wide variety of question types, information fields, and Display Logic options. 

Navigation path

You can access the Form Builder by clicking Build on a specific type of form via Settings > Form Settings.

Note: you can only edit Forms with a status of Draft. Once a form has been published, you will need to create a new version in order to make changes to the Form.  You can also copy a form, which will create a new form in draft status with the details of the form from which it was copied.

You can also access the Form Builder through the + Add Form option which allows you to add a new Form. You will also be taken directly to the configuration pop-up after selecting "+ Add Form" in Form Settings and clicking Save in the dialogue box. 

For more information, see How do I add/configure/build/publish a Form?

Understanding the Form Builder

Inside the Form Builder, you will see the available components listed along the left-hand side.

The basic components include a wide range of question types, such as dropdowns, multi-selects, comment boxes, and date/time pickers, which can be added to the form. Learn more about the Basic Components available in the Form Builder. 

Client Information and Care contain Advanced Components that allow you to create fields on a Form that will add information to corresponding fields on the Client's profile once the Form has been submitted and approved. Learn more about Advanced Components available in the Form Builder. 

Available actions when the form is in a different status

At the top of the Form Builder, you will see the actions that can be performed for forms that are still in draft status: Delete, Export, Copy, Config, Publish, Build, and Preview.

If you are looking to create a new version of an existing form, once you are in the form builder, you will see that the form is still in draft mode, displayed next to its active (existing) status. The actions that can be performed for forms in this particular status are: Export, Archive, Copy, Config, Build, and Preview. In the next line below, you can opt to Delete Draft, or Publish a new Version. Note the warning message where changes made to a draft form will not be available until you publish the form, which will be automatically created as a new version of said form.

If your form has already been published, within the Form Builder you will see the below actions instead: Export, Archive, Copy, Config, Create New Version, Build, and Preview. 

Using the Form Builder

To use the Form Builder, double click on the component you would like to add to your form. You can also add it by dragging and dropping it into the form template. 

Complete the necessary fields in the "Edit Component" box that appears on the right of the screen. For all components, you must provide a label and can add additional Instructions if necessary. If you wish to make the field mandatory, you can check that you wish to "Require an Answer" to the question.  An * will appear next to the question on the form, indicating that you must complete the question to submit.

Click "+ Add Display Logic" if you wish the question to display only if the user gives certain responses to other questions. Learn more about Display Logic. 

Once you have completed all necessary fields and added display logic as needed, click Save.

To add a new section to your form, either drag and drop the component into the form or click "+ Add Section".  Adding a section allows you to segment the form into logical parts. and also provides the pagination when a form is being completed.

To edit a component after adding it to the form, hover over the item and click on the pencil icon to edit. To move a component to another part of the form, click the arrow icon. To delete the component, click the trash can icon.

To preview the form after adding components, switch from the "Build" tab to the "Preview" tab.  Preview allows you to view the form similar to how care workers will see it when completing the form. 

Learn More

• How do I add/configure/build/publish a new Form?
• What are the Basic Components available in the Form Builder?
• What are the Advanced Components available in the Form Builder?
• How do I add Display Logic to a Form?
• How do I preview a Form before publishing it?
• How do I copy/archive/create a new version of a Form?