Form Builder

This article outlines steps for building a basic form. In most cases, your system should already come equipped with a generic In-Take form. If you would like to customize that form or create a new form, it may help to review our Custom Fields article first.

This article includes the following topics:

• Creating a form
• Editing a form
• Form field customization
• Form options

Creating a form

1. From the Contacts tab, click Custom Fields from the Navigation Bar (see highlighted area below).
2. Click Form Builder.
   
   The Form Builder window opens.
   
3. Type a name for the form in the Create A New Form field and click the white arrow on a green background icon located just below that field.
4. If desired, click Form Groups from the Navigation Bar.
5. Type a name for the new Form Group in the Group Name field, and then click the Save button. Repeat as needed.
   
6. Navigate back to the Form Builder page.
7. In the Add Fields To Form section located at the top right of the page, do the following:
   • Click in the Select Some Options field and select the field(s) you want to add to your form.
   • Select the Field Group you would like to add the field(s) to from the Field Group dropdown menu.
   • Click the Add Fields button.
     
     

     NOTE
     Every data field in the system (Standard or Custom) will be listed in this box. Standard fields are listed first, in alphabetical order, followed by Custom fields, then Budget Analysis fields.

     
     
     
     
8. Click Save Form found in the Navigation Bar at the top of the page to save this new form.

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Editing a form

1. From the Contacts tab, click Custom Fields.
2. Click Form Builder.
   The Form Builder window opens.
   
3. Select the form you want to edit from the Edit An Existing Form dropdown menu.
4. Follow steps 4 - 8 for Creating a form.

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Form field customization

Once fields are added to the form, you will be able to adjust and give additional features to the fields.

1. To configure a field, do any of the following:
   • Select Required To Save to require users to input information into this field before saving the form.
   • Select Required To Submit to require users to input information into this field before submitting the contact for enrollment.
   • Select the Co-Applicant checkbox to automatically create a co-applicant version of the field.
   • Type a name for the field that you want to be displayed in the Field Label field.
     

     NOTE
     Text that you place in the Field Label box will mask the field name displayed on the form. (EX: SSN can be changed to "Social Security Number")

2. Do any of the following to make changes to the field itself:
   • To Move a Field: Click anywhere on the field, then drag it up or down.
   • To Delete a Field: Click the Red Circle next to the field name.
   • To Delete a Form Group: Simply delete all Fields listed under that Form Group.
3. To Add a Space Between Fields: Click in the Add Fields To Form field. Type in a hyphen and under the category Other, click Spacer.                       
4. Click the Add Fields button and move where desired by dragging the "Spacer" field up or down. Click Save Form from the Navigation Bar. 
   
   Once added, your form (accessible by returning to the Contacts tab, and selecting "Add a Contact" from the Navigation Bar) should look like this:
   

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Form options

• Default Form: Makes this form used by default.
  (**NOTE: Default For Company and Default For Role will override this)
• Intake Form: This makes the form available from the “Add a Contact” or “Edit Contact” screens.
• External Form: Makes the form available for External Form requests. (See External Form article for more information on this.)
• Custom Portal (Addon): Designate the form to be used on the customer portal. This will display the form data saved for the client under the profile section of the customer portal.
• Event Dismissal Form: Makes the form available for Event Dismissal requests. 
• Use Single Column Layout: When viewing the form, this will display each field on its own row when there is no co-applicant, without this checked the form will be displayed with fields side by side in two columns.
• File Type: Sets the File Type for the contact being created.
• Stage / Status: Select the Workflow Stage and Status the client will be placed in when using the form to create the contact.
• Assigned To: This designates which user the contact will be assigned to on creation. “Record Creator” is most commonly used as it will assign the new contact to whomever is filling in the form.
• Default For Company: This will override the “Default Form” check box for users of that specific Company.
• Default For Role: This will override the “Default Form” check box for users of that specific Role.
• Shared With: Users and Teams highlighted here will define who has access to use the form.

To understand how to create a Custom Field, visit the Custom Field Page.

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