---
title: Build a Form
slug: build-a-form
docTags: 
createdAt: 2022-10-30T23:40:21.000Z
---

:::hint{type="info"}
**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 do this:

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.

![](https://api.archbee.com/api/optimize/UvIid87QOyOAFNtwAJwuq/1l9C4ao5H93Xa33Ymatkg_newform.png)

# 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.

![](https://api.archbee.com/api/optimize/UvIid87QOyOAFNtwAJwuq/ANajBN0SzeEW0kD5S-qaX_group-163.png)

2\. In the right panel, choose a [Field type](docId\:DrgRyvEJ8U8a9lFaNinQj) from the dropdown. 

- Depending on what you select, different options are generated.

![](https://api.archbee.com/api/optimize/UvIid87QOyOAFNtwAJwuq/CDe1JPOU6F3G1KkTmFZY2_group-164.png)

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.

:::hint{type="success"}
**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.](https://www.markdownguide.org/cheat-sheet/)****
:::

4\. Select **Add field** to add more questions. For more details, see [Form fields & settings](docId\:DrgRyvEJ8U8a9lFaNinQj).

5\. Use the arrows, removal (x) or copy (+) symbols to the right of each field, if you wish. 

# Finalize setup

Finish filling in the setup options.

To do this:

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 it closes. If unselected, they can submit only once.

![](https://api.archbee.com/api/optimize/UvIid87QOyOAFNtwAJwuq/oRc8rtnkLASqOJBt-CtER_screenshot-2024-06-12-at-248.png)

:::hint{type="success"}
**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 [Menu appearance](docId\:ceoUiF4_lCm4I65KxXKX5), [Scheduling,](docId\:ceoUiF4_lCm4I65KxXKX5) and [Availability](docId\:ceoUiF4_lCm4I65KxXKX5) settings.

5\. Select one:

- **Save and **[create Challenge](docId\:tEcD3nxGKs7dDN816tpzo)**: **Opens a new Challenge setup window. 
- **Save and **[send message](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.