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Creating a new form in InForm
Who is this article for?Administrators who want to learn to create a new form in InForm.
Administrator permissions are required.
Lucidity InForm's Form Admin tab serves as a central hub for managing all existing forms within the system. This powerful interface empowers administrators with the necessary permissions to create, view, edit, copy, archive, or delete forms, providing comprehensive control over the form lifecycle.
1. Create a new form
The Form Admin tab provides a list of all existing forms that have been set up in Lucidity InForm. From here, administrators can create new forms and view, edit, copy, archive or delete existing forms.
Video: Form Admin Overview
Scroll down to view InForm Webinars at the bottom of this page. From the Form Admin tab, administrators with relevant permissions can:
- Create, edit and view forms.
- Copy, archive or delete existing forms.
- Export lists of form details to Excel.
There are two pages that are required to be populated in order to create a complete form - the Admin page and the Edit page. The Admin page is where basic details for the form are entered whilst the edit page is where the form itself is built.
2. Start a new form
Video: Form Admin Page
To create a new form, from the Form Admin tab:
- Click Add New.
- Complete the fields.
- Click one of the following:
- Save to save the form and return to the From Admin page.
- Save and Next to continue to the form fields editing page.
3. Admin settings
|
Name |
Description |
|---|---|
|
Name |
Enter a relevant name for the form. |
|
Description |
Enter a relevant description for the form. |
|
Public Enabled |
Select to enable to form to be accessed by users with no log in requirement. |
|
Public Form URL |
Shows the URL and QR Code that can be copied and used to direct people to the specific form. |
|
Public Attachment Enabled |
Select to allow public users to add attachments to their form record. Actions will not be available in public forms due to the fact respondents have no additional Lucidity access. Logged in users accessing the form will be able to create actions as normal. |
|
Mobile Enabled |
Checking this box enables mobile device compatibility for the form using the Lucidity App. If not enable, the form can still be accessed on a mobile device but only via a web browser. Forms that are publicly enabled will automatically be mobile enabled. Therefore the field will not be available for selection. |
|
Include Asset Drop-Down |
Select from:
|
|
Asset Usage |
If Yes is selected for Include Asset Drop-Down then the Include Usage Reading will display as shown below. Select Yes to enable users to enter a usage reading for an asset via this form. |
|
Additional Asset Fields |
If Yes is selected for Include Asset Drop-Down the asset fields to be included must be selected from the drop-down. The selected fields will display information about the asset (from the Asset module). Any combination of fields (all all) can be selected. The completed form will then display within the Asset module where it can be opened and edited as required. |
|
Score On |
Select from:
|
|
Form Group |
Form groups allow for scoping of forms and are used to determine where and who the form is visible to. A form must be allocated to one form group. The option is available to add to multiple form groups if required. Form groups are created via the Settings tab. |
|
Save |
Save this form and return to the form groups. The form can be accessed at a later date to access the edit page and add questions. |
|
Save and Next |
Save this form and progress to the next stage - Edit Form. |
3.1. Webinars
-
InForm Workflow Approvals & InForm - Asset Integration Pt 2 Webinar (Aug 2020)
- InForm Workflow Approvals: 0:00 - 26:00
- InForm - Asset Integration Pt 2: 26:00 - 31:00
-
InForm Scoping and Asset Integration (May 2020)
- Intranet Scoping by Bulk: 0:00 - 8:00
- InForm Scoping by Bulk: 8:40 - 12:30
- InForm - Asset Integration: 12:30 - 17:30
- Using Hyperlinks in Forms and Lucidity App: 17:30 - 24:30
- How to Build Forms in InForm Webinar (Sep 2018)
-
Get the Most Out of Your Data (Feb 2021)
- InForm Action Integration: 0:00 - 5:23
- InForm Asset Integration: 5:23 - 10:20
- InForm Dashboards and BI: 10:20 - end