Guide
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Forms
Why Refresh Forms?
Build a Form
9min
who can do this anyone with editing permission for forms and homescreen (if selecting display tags and availability) collect info or feedback from employees by creating a form that they can complete in the app or a web browser add a form add a form for users to complete to add a form 1\ go to forms ➤ forms and click add a new form window opens 2\ enter a form title this is automatically copied to the menu title field add fields to your form when you add a field to your form, different options appear in the right panel where you can select how the user interacts with that field to add fields 1\ under build your form , click add a field field type options appear in the right panel 2\ in the right panel, choose a form options & settings from the dropdown depending on what you select, different options are generated 3\ customize the field options text enter instructions or a description users don't interact with this field label enter a brief name that appears within the field box prompt include instructions, a question, or other text required require a response before the user can submit their form default value or selection this appears within the field for example, you can pre select a checkbox add option use this to create a list of options format type choose the format, whether none, currency, or percent photo, video, or either select the type of media you wanted uploaded how do i format text? the parse rich text (advanced) options is available for use with the prompt field type this lets you apply formatting using markdown for more details, refer to this markdown cheat sheet 4\ select add field to add more questions for more details, see form options & settings 5\ use the arrows, removal (x) or copy (+) symbols to the right of each field, if you wish finalize setup finish filling in the form setup options to complete the form setup 1\ (optional) enter a completion message and upload a completion image these appear to users upon submitting the form 2\ if applicable, select allow change/re submit this let users revise and re submit the form up until the form closes if unselected, they can submit the form only once when should i allow users to revise and re submit a form? you might permit users to update their submissions before a final deadline, such as for a health benefits enrollment form 3\ (optional) tick notify users when this form is submitted and select one or more users 4\ fill out the common settings , common settings docid\ ceouif4 lcm4i65kxxkx5 and common settings settings 5\ select one save and create a challenge docid\ tecd3nxgks7ddn816tpzo opens a new challenge setup window save and send & schedule messages docid 2vzswdvo8ogahefdjez5j opens the compose page allowing you to send a message to selected recipients save and close shares your form for the selected timeframe, or until you disable or remove it