Creating a New Form

How to Create a New Form

Navigate to your manager dashboard. Click on the Forms tab in the menu on the left.

If you are looking to recreate a form you've used before, click the tridot Action button to the far right of the existing form in the Forms Manager and click Copy Form.

Duplicate Form.png

 

To create something brand new, click Create a New Form.

Create New Form.png

 

Options, options! From the pop up on your screen: 

  1. Choose a template from the list of pre-made templates or custom saved templates.

  2. Click Start from Scratch for a blank slate.

Create a Form.png

Enter a name for the form into the Form Name field. *If you copied an existing form, the Form Name field will already be populated, but feel free to change it! 

 

Click Build Form.

 

Prefer detailed steps for a specific type of form? Click here to use our Form Builder Guide. 

 

UP NEXT: Learn about Form Properties.

 

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