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
Type: Report, Investigation or Education
Status
Site profiles attached to the form
Last updated
Use the search box to quickly find a form by name, and the filter next to it to show All, Reports, Investigation or Education forms.
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. A Form Type field sets whether the form is a Report, Investigation or Education form, 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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