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Introducing the form builder

A quick tour of the new form builder screen

The form builder is where you design the forms your teams fill in. Drag fields onto the page, group them into sections, add rules so the form adapts to each answer, and save groups of fields to reuse in other forms.


Finding your way around

The builder has three areas:

  1. Fields panel (left): drag and drop fields you can add, grouped into Input, Choice, Date & time, Capture, Media, Display and Layout.

    • The Fragments tab, next to Fields, holds groups of fields you have saved to reuse.

  2. Form Builder (middle): this is where you build your form as you want it laid out.

  3. Settings panel (right): the settings for whatever you have selected on the form builder. This could be the whole form, a section or a single field.

Along the top of the screen:

  • Back takes you out of the builder.

  • Preview shows the form as someone filling it in will see it.

  • Create saves the form.


Use Case

Super users, compliance and H&S managers, and anyone who designs forms for site teams.


💡 Tips

  • Click anything on the form builder to see its settings on the right.

  • A red asterisk (*) next to a field means it is required.

  • Use Preview often. It is the quickest way to check your form reads well and your rules work.

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