Overview
The Form Builder homepage is where all of your organization's forms live. From here you can find an existing form, manage it, or create a new one.
▶️ Watch: Form Builder homepage tour
The forms list
The homepage lists your forms with key details at a glance:
Name
Status
Site profiles attached to the form
Last updated
Use the search box to quickly find a form by name.
The actions menu
Each form has an Actions menu. Its options depend on the form:
Edit Form — open the form in the builder.
Clone Form — duplicate the form as a starting point for a new one.
Manage Site Profile — control which site profiles the form is attached to (see Attaching Site Profiles to Forms). Shown for report forms.
Logs — open the form's change log in a new tab.
Delete Form — remove the form.
A form whose status is Global offers only Clone Form, and a global education or investigation form offers no actions.
Creating a form
Click Create Form, enter a Form Name, and choose how to start under Create From: New, Upload or Template. Where your organization has form types turned on, a Form Type field also appears, and Upload is offered only for Report forms.
1. From scratch
Choose New to build a brand-new form field by field in the Input Builder. See Building Forms with the Input Builder.
2. From a PDF upload
Choose Upload to upload an existing PDF form, and the system generates a digital form (and a matching PDF output) for you. See Creating a Form and PDF Output from a PDF Upload.
▶️ Watch: Creating a form using the Upload tool
3. From a template
Start from an existing form used as a template:
Under Create From, choose Template.
Search for a template in Template.
Select the template, then click Create Form.
▶️ Watch: Creating a form using a template
FAQ
Q: What's the difference between cloning a form and creating one from a template?
A: Cloning duplicates one specific form from your list. Creating from a template lets you search for a template and start from it.
Q: Where do I attach a form to the sites it should be used on?
A: Use Manage Site Profile from the form's Actions menu. See Attaching Site Profiles to Forms.
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