How do I manage and edit custom application forms?

IMPORTANT NOTICE: Before making changes to any existing form, we recommend creating a duplicate (Duplicate form). Modify the duplicate to avoid potential data loss and preserve the integrity of the original form.

The custom form editor helps the user to create and modify the application forms to suit their needs by adding, removing or editing fields provided in the editor. The user can also create custom fields and add them to the form if required.

Once enabled the custom form editor can be found under company settings as “Custom forms”.

The user will be able to see and sort the following information in columns in the listing:

• Name (Name of the form)
• Kind (Kind of the form that is application form, custom form)
• Description
• Active (Yes or No)
• Default (Yes or No)
• Usage Count
• Time Created (Date of form creation)
• Last modified (Date of form modified)
• Translations
• Custom form actions menu icons (View, Edit, Duplicate, Delete)

Create new form

The user can create a new form as per their needs. To create a new form the user needs to perform the following steps:

1. Go to the custom forms listing page
2. Click on the “Create new form” button on the top right corner of the screen

The user will be redirected to the Custom form editor screen where one can perform the  following actions:

• Rename the Form
• Add, Edit, Delete and sort the Fields
• Create Custom Fields
• Preview
• Open Translations
• Save Form
• Close Editor

To add a field

The user can add fields into the form. The fields are provided in the sidebar on the left side, under the categories dropdown. To add a field in the form the user needs to perform the following actions:

1. Click on any category dropdown to see the available fields or type field name in the search bar
2. Click on the field the user wants to add into the form
3. Drag the field into the form
4. Drop the field in the form

Note: When a field is added to the form the user will be able to see a green check next to the added field ensuring that this field is already in use in the form.

To delete a field

The user can delete fields from the form. To delete the field the user needs to click on the delete icon on the desired field and that field will be deleted.

Note: The Profile Image, First name, Last name and Email fields are default fields and can not be deleted. The user will not be able to see the delete icon on these fields once a field is deleted the green check in the sidebar next to that field will be removed

To sort fields

The fields can be sorted and rearranged in the form if needed. To sort the fields the user need to perform the following actions:

1. Click on the field
2. Drag a field to the desired position
3. Drop the field

Create custom fields

If the user is not able to find a desired field from the available fields in the sidebar then the user can create custom fields as well. To create a custom field the user needs to perform the following actions:

1. Click and type the field name in the search bar under questions in the sidebar
2. If the field doesn’t exist the user will be able to see the “Create a new question” button under search
3. Click on the “Create a new question” button
4. Enter the title for the custom field
5. Click on the field type

The field will be added as last of the form and can be sorted/repositioned as mentioned above.

Preview

The user can preview the form to check what the form will look like in different languages. To see the preview user need to perform the following actions:

1. Click on the Preview dropdown
2. Click on any Language

Translations

The user can view and edit the translations of the form in the editor. To view or edit the translations the user needs to perform the following actions:

1. Click on the Translations button
2. Click on any field and add translation
3. Close the Translations modal (automatically saves changes)