To generate a new form using an existing template select the blue ‘+’ in the actions area in the top right of a community or event’s FORMS page. To search the available templates, the name of the form can be input or the type of form such as Permission or Medical can be selected from the drop down. The search results will show any forms that already exist or have been shared publicly which can be used as a base template and updated as needed. To help familiarise yourself with configuring the layout, the system sample base forms are a good place to start!
To create a brand-new form select the blue ‘+’ in the actions area in the top right of a community or event’s FORMS page to navigate to the form creation page. Once there, select the blue ‘+' icon above the drop downs and a new base form layout will generate ready to configure.
By first completing each section about the purpose of the form itself, Name, Description, Type, Detail etc, a community can then configure the form specifically to meet with their needs. A community can specify whether the form requires completing and signing; whether the form is mandatory or which version needs to be signed for example.