The Form module allows users to update and create new forms for the Portal and the Dashboard Case update tab.
- Select the Create Form button
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- Fill out the required fields for the form
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- Select newly created form from the list of forms
- Begin by inputting page title
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- Update the form Display Name and Description as necessary
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- Add questions to the form:
- Drag and drop pre-written questions from the Question Bank
- Drag and drop pre-written questions from the Question Bank
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- Create a custom question by Clicking Add Question
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Select question type from the list
Title | Add a title to form pages |
Subtitle | Add a subtitle to form pages |
Single Choice | Add a single choice question. Allows one answer per question |
Multiple Choice | Adds a multiple-choice question. Allows users to select more than one answer |
Dropdown | Adds a question with dropdown answers |
Yes/No | Adds a question with only a Yes/No answer |
Short Text | Adds a question with allowing minimal text answers |
Long Text | Adds a question with allowing long text answers |
File Upload | Allows users to upload files (pdf, jpeg, png, mp4, mp3) |
URL | Allows civilians to add URLs to responses |
Contact Information | Adds basic contact field that can be marked as required |
Address | Adds basic address collection fields |
Date | Adds a date collection field |
Hour | Adds a time collection field |
Phone | Adds a phone number collection field |
Adds an email collection field |
- Edit question and possible answers
- Select Settings to add an optional description and mark the question required (if necessary)
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- Select Preview to view the question
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- Click Add Question to add additional questions or fields to the form
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- Users can also copy questions by Clicking the copy button or delete a question by clicking the garbage can.
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- Add additional pages to your form by Clicking Add New Page
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- Add additional sections to your form by Clicking Add New Section
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