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How do I create a regular type form?

  • Updated

We show you step by step how to create a regular form from scratch for your community.

  • Use a title that correctly identifies the purpose of the form.

  • Divide the form into sections if necessary to make it as orderly and easy to answer.



    • Type the question, click on it and set the answer type.



    • Define the answer to be required if you wish.



    • Set concatenated answers according to the selected option by clicking on “Go to section according to answer”. This way, you can guide users to specific sections based on their answers.

  • In the survey Settings tab you must configure:

     

    • The limit of times that a collaborator can complete the form.
    • Whether or not to notify those responsible for the form.
    • An automatic response message: When users complete the form, this message will appear.
    • The audience: choose if the survey will be available to all users or if it will be segmented by users or by specific groups according to your community.
    • If the form can be edited after being sent.
    • If the people in charge will have a time limit to attend the cases. In other words, establish the time frame for the agents to take and resolve this form.
  • Within each form you can configure whether it requires approval or follow-up.

And that's it! You can now activate your form by following the steps of the article: How do I activate or deactivate a form?

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