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. 

You can access the Form Builder by clicking Build on a Form in 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 Form Builder 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?

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. 

Along the top of the Form Builder, you will see the actions that can be performed for Forms that are still in Draft: Delete, Copy, Config, and Publish. 

For Published Forms, you have the option to Archive, Copy, Config, or Create New Version. 

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 if necessary, click Save. 

To add a new Section to your Form, either drag and drop the Section Component into the Form or click +Add Section.  Adding a Section to a Form 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 the  icon. To move a component to another part of the Form, click the  icon. To delete the component, click the  icon.

To preview the Form after adding components, switch from the Build tab to the Preview tab.  Preview allows you to view the Form in a similar way 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?