Create new Form + Add Form Title
Add + edit questions
Configure Form settings
1. Create New Form + Add Form Title
You will begin by navigating to the forms section. In the Side Menu select "Collect" and then select "Forms"
To create a new form click the "+" button on the top right hand side of your screen.
From here you will title the form and can either enter your questions manually or upload a document of pdf that you already have.
To manually type in the questions, just click on the + button in the middle of the screen to add a new field & create as many questions that you need.
To upload a list of questions you already have, click on the three dots in the top right-hand corner and select "Upload Questions".
Form Fields
Type out your question
You can use this drop-down menu to switch question types.
Turning this on makes the question “Required,” meaning that the client will not be able to submit the form without answering the question.
Archive Field: this essentially “deletes” the question. You can always find it later in “Archived Fields” if you would like to restore it.
If you would like to add supporting text/explanation to your clients, you can do that here.
Display Conditionally: You can essentially “hide” a question, and only display it if a client answers a specific way to a previous question.
Example of Conditional Logic:
Question 1: Do you have any dependents?
If the client answers yes, I want to ask:
Question 2. Please list their full names and date of births:
The image below shows you how you would set up the Conditional Logic to achieve this: