How Can I Create a New Form?

There are three different ways to create a new Form:

Create Form button
Left-hand menu option
Association of existing Form

NOTE: Only users with necessary form permissions can create forms.

Create a Form Using the Create Form Button

Navigate to the Project Forms tab.
Select the project where you want to create a new form, then expand the Form Groups to view available forms within that project.
Click the form you want to create (e.g. Request for Information).
- The right panel displays all forms available for that form type.
Click the Create Form button in the top right corner; a new form creation pop-up will appear.
Fill in the form details and click Send to complete the process.
- The newly created form appears as a separate record in the forms list.

Create a Form from the Left-Hand Menu

A user can create a form using the New option from the left-hand menu under Project Forms. Here are the steps to follow:

In the Project Forms tab, while in the default Apps view, click New from the left-hand menu.
A list of all active form types (based on their configured settings) will appear. Click the desired form or search by form name, form code or project name.
In the form creation window, enter the required form details.
- Any associated forms will be shown at the bottom of the Create Form screen.
Click Send to create the form.
- The new form will appear as a separate record in the forms list.

Create a New Form by Associating an Existing Form

Follow the steps below to create a new form by associating an existing form from the forms listing:

In the Project Forms tab, while in the default Apps view, locate the form you want to associate with your newly created form.
Right-click the form and choose New > Project Form.
- A list of all active form types (based on their configured form settings) will then appear.
Click the type of form you want to create or search for it using the available filters (search by form name, form code or project name).
In the form creation window, enter the required form details.
- All associated forms can be seen at the bottom of the Create Form screen.
Click Send to create the form.
- The new form will appear as a separate record in the forms list.

Additional Options Available When Creating a New Form

When creating a form (regardless of the method used), you’ll reach the Form Creation window, where additional options may be available depending on the form’s settings. These options are explained below.

Top Bar Options:

Name	Function
Import	Import form data from an Excel spreadsheet.
Location	Select a file location for the form.
Distribute	Distribute the new form to distribution groups, users, roles, or organisations, based on the available distribution options for the form.
Attachment	Attach external files to the form.
Associate Docs	Associate files with the form.
Associate aMessages	Associate file comments (aMessages) with the form.
Associate Reviews	Associate file review comments with the form.
Associate Apps	Associate other forms with the new form.

NOTE:

The Import option is not available when creating a form by associating it with an existing form.
The availability of certain options depends on whether they have been enabled in the form’s configuration settings. These options include:
- Import
- Location
- Association of:
  - aMessages
  - Reviews
  - Apps

Bottom Bar:

Name	Function
Respond By	Select a date from the calendar. This option is only available if: Overall Form Status is set to Yes The form design doesn't include a Close Due Date
Display Form Print View After Saving	Check the print preview of the form.

Check: FAQs