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How to create a form

May 10, 2019 · Workflows & Forms,

To create a form, follow the steps below:

  1. Go to the top right “Setup” menu
  2. Scroll down to the “Forms, Workflows & Templates” sub-menu
  3. Click on the “Forms” link under Forms section
  4. Now click on “New Form” button and fill out the required fields
  5. Type of Form: 
    1. Open: Open forms will be publicly available to all users to fill out at any given time. This gives the flexibility for users to access these forms in the Forms Library
    2. Assigned: Assigned forms will only be available by assignment to specific users. Learn more on How to assign a form to a user or How to assign a form to a candidate
  6. Anonymous: form results can be anonymous or user/candidate specific
  7. Save form

To create or edit the fields/questions of the forms, follow the steps below:

  1. Click on “Add Section” button to create a section
  2. Click on “+ New Item” link to add a question/field to the form (Items can be: text areas, drop down menus, check boxes, radio buttons)