Here is a step-by-step guide for adding a New Form:

Step-1: Access Forms Dashboard

In the Admin Portal select Forms module from left side navigational tabs to start adding a form.

 

Step-2: Initiate Form Creation

a) Click "+ Add New" button in the Forms dashboard

b) Enter Form Title (required field, marked with *)

c) Use the rich text editor for form content/description7

 

Step-3: Form Settings Configuration

These settings determine form behavior, accessibility, and system integration capabilities.

a) Show on Dashboard

• Makes the form visible on user dashboards
• Requires sequence number and button text

• Controls visibility and accessibility

b) Allow Multiple Submission

• Permits users to submit the same form multiple times
• Useful for recurring requests or orders

c) Client Default

• Automatically appears for all newly added clients

d) Agent Default

• When enabled, appears for all newly added agent account

e) Attach to Profile

• Links form data to user profiles
• Requires selecting profile form type

f) Allow Submit

• Enables the submission functionality(Without this, form serves as view-only)

g) Link Only

• Restricts access to direct link only

h) For BCID (Branded Caller ID)

• Associates form with Branded Caller ID

i) Order Form

• Converts form submissions into service orders automatically when clients complete the designated form.
• Requires service selection from dropdown when configuring the Order Form tab, ensuring proper service-to-form association.
• The Order Form dropdown will only display products that are published and don't already have forms attached, preventing duplicate form assignments to products.

Note: Before selecting any Product/Service, verify that the service is assigned to that Client/Agent.

Step-4: Create Groups (Mandatory / Required before adding a question)

a) Click "+ Add New Group"

b) Enter required fields:

• Group Title
• Group Sequence #
• Description (optional)

 

c) Select ‘+ Add group’ tab at the bottom to create group successfully

Note: Select question field will be operational after adding questions to the group

 

Step-5: Adding Questions

a) Click "+ Add New Question"

b) Fill required fields:

Answer Type: In this field we have different options in drop down to select as answer type(with multiple subfields in it) all are discussed below (select any one type):

Answer Types available in the Forms module and their specific configurations:

Input

• Basic single-line text input field

Additional settings:

• Validations (optional)
• Input Format (mandatory)
• Max Length (optional)

Textarea

• Multi-line text input field

Additional settings:

• Max Length (optional)
• Input Format (Mandatory)

Dropdown

• Allows selection from predefined options

Additional settings:

• Option fields (required)
• "Add Option" button to add more choices
• "Delete" option next to each choice
• Can add multiple options

Label

• Static text display, no input required
• Used for instructions or section headers
• No additional configuration needed

Fixed Fields

• Predefined system fields
• Limited to specific data types

Signature

• Digital signature capture field
• No additional configuration needed

Checkbox

• Multiple-choice selection
• Similar to dropdown configuration:
• Add multiple options
• Can select multiple choices

Radio

• Single-choice selection
• Similar to dropdown but only one selection allowed
• Add multiple options like dropdown

Image Input

• Allows image file upload
• May have file size/type restrictions

Date/Time Related Fields:

• Datetime: Combined date and time picker
• Date: Date picker only
• Time: Time picker only

This variety of answer types allows you to create comprehensive forms for different data collection needs while maintaining structure and validation.

 

Note: Common Settings for Adding New Questions:
Answer type may vary according to requirement but these fields does not change it will be similar for all question type.

• Seq # (Sequence number)
• Question Text (Title/ Brief description)
• Required (Yes/No)
• Select Group (mandatory)
• Dynamic Value (optional)

c) Click at ‘+ Add Question’ tab at the bottom to add the question setting you have selected for adding a new question to the Form

 

Step-6: Final Steps

• Regularly click "Save Form" to protect your work
• Review all questions and groups
• Test form functionality before deployment

Remember: The system warns against refreshing without saving changes. Save frequently while building your form.