Create Forms

This guide takes you step by step through creating a custom form, from basic setup to advanced features like conditional dependencies.

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Create a New Form

Access the module

1. Go to Custom Forms in the sidebar
2. Click Create Form or the (+) button

Basic information

Field	Description	Example
Name	Form title	”Safety Checklist”
Description	Purpose and use	”Daily work conditions inspection”

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Add Fields

Basic process

1. In the form editor, click Add Field
2. Select the field type
3. Configure field properties
4. Repeat for each needed field

Common properties

Property	Description
Label	The question or name the user will see
Required	Must be completed to finalize
Placeholder	Help text inside the field
Description	Additional instructions

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Field Types in Detail

Short text

For brief single-line answers.

Available validations:

• Minimum/maximum length
• Pattern (regular expression)

Long text

For extended descriptions or comments.

Number

For quantities, measurements, or counts.

Available validations:

• Minimum value
• Maximum value
• Number of decimals

Single selection

For choosing one option from a list.

Presentation variants:

• Dropdown (dropdown list)
• Radio buttons

Multiple selection

For choosing several options.

Date

For capturing dates.

Time

For capturing times.

Photo

For capturing images.

Multiple photos

You can allow multiple photos in a single field. Useful for documenting different angles or problems.

Signature

For digital signatures.

Location

For capturing GPS coordinates.

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Conditional Dependencies

Dependencies allow showing or hiding fields based on previous answers.

When to use dependencies?

• When a field only applies if another has a certain value
• To simplify long forms
• To guide the user according to their responses

Basic example

Field 1: "Were problems detected?"
  Type: Single selection
  Options: Yes, No

Field 2: "Describe the problems"
  Type: Long text
  Depends on: Field 1 = "Yes"

In this case, field 2 only appears if the user selects “Yes” in field 1.

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Organize Fields

Field order

You can reorder fields by dragging them to the desired position. The order in the editor is the order the user will see.

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Preview and Test

Preview

Before publishing, use the Preview function to:

• See how the form will look on devices
• Test conditional dependencies
• Verify required fields are correct

Test with real data

1. Save the form
2. Create a test response
3. Verify everything works as expected
4. Delete the test response if needed

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Activate and Deactivate

Active status

• Form is available for creating responses
• Appears in available forms list

Inactive status

• Form cannot receive new responses
• Existing responses are maintained
• Useful for temporary or under-review forms

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Next Steps

1. Fill forms - Capture responses
2. Export data - Get data for analysis