Form Builder

The Form Builder lets you create custom forms for data collection, assessments, and questionnaires. Build forms visually without coding.

Starting a New Form

Builder Interface

Main Areas

Navigation

• Drag items from sidebar to canvas
• Click items to select and edit
• Reorder by dragging within canvas
• Use undo/redo for changes

Question Types

Text Questions

Choice Questions

Date/Time

Rating/Scale

File Upload

Special Types

Adding Questions

Drag and Drop

1. Find the question type in the sidebar
2. Drag it onto the canvas
3. Drop where you want it
4. Edit the question text

Quick Add

1. Click the "+" button in the canvas
2. Select question type
3. Question is added
4. Edit properties

Configuring Questions

Question Text

Write clear, specific question text:

• Be concise
• Avoid jargon
• One concept per question

Help Text

Add guidance for respondents:

• Clarify what you're asking
• Give examples
• Explain format expectations

Required vs. Optional

Mark questions as required:

• Toggle "Required" in properties
• Respondents must answer to submit
• Use sparingly to reduce burden

Placeholder Text

Add sample input text:

• Shows in empty fields
• Gives format hints
• Disappears when typing starts

Choice Options

Adding Options

For choice questions:

1. Click the question
2. Find "Options" in properties
3. Add each option
4. Reorder as needed

Option Settings

Scoring (if applicable)

Assign point values to options:

• For assessments and quizzes
• Each option has a score
• Total calculated automatically

Logic and Conditions

Skip Logic

Show/hide questions based on answers:

Example Logic

Sections

Creating Sections

Organize related questions:

1. Add a "Section" element
2. Name the section
3. Add questions under it
4. Collapse/expand sections

Section Settings

Multi-Page Forms

Adding Page Breaks

For longer forms:

1. Add "Page Break" element
2. Questions after are on new page
3. Respondent sees "Next" button

Page Navigation

Respondents can:

• Navigate forward/back
• See progress indicator
• Save and resume (if enabled)

Validation Rules

Built-in Validation

Custom Validation

Set custom rules:

• Minimum/maximum length
• Number ranges
• Pattern matching (regex)
• Custom error messages

Form Settings

General Settings

Response Settings

Access Settings

Saving and Publishing

Save Draft

Save work in progress:

• Click "Save" regularly
• Form remains in draft status
• Not visible to respondents

Preview

Test your form:

1. Click "Preview"
2. See respondent view
3. Test all questions
4. Check logic and validation

Publish

Make form live:

1. Click "Publish"
2. Confirm action
3. Form is now accepting responses
4. Share the link

Editing Published Forms

Safe Edits

Changes that are usually safe:

• Fixing typos
• Updating help text
• Adding optional questions at end
• Adjusting validation

Risky Edits

Changes to avoid on published forms:

• Deleting questions with responses
• Changing question types
• Reorganizing significantly
• Changing required status

Common Questions

Can I undo changes?

Yes:

• Use Ctrl/Cmd + Z to undo
• Undo button in toolbar
• Save frequently to preserve state

How do I reorder questions?

Drag questions up or down on the canvas to reorder.

Can I import questions?

From templates or other forms:

• Use templates for common question sets
• Duplicate forms for starting points
• Copy/paste questions between forms

Is there a question limit?

Typically no hard limit, but:

• Keep forms focused
• Long forms have low completion rates
• Consider splitting into multiple forms

Next Steps

• Templates - Use pre-built forms
• Responses - View collected data
• Form List - Manage your forms