This article will outline steps for building a basic form. In most cases, your system should already come equipped with a generic In-Take form. In the event that you would like to customize that form, or create a new form, it may help to first review our Custom Fields article.
Location: Contacts tab > Custom Fields > Form Builder
Create A New Form or Edit An Existing Form
For the purposes of demonstration, we will Create A New Form titled "In-Take Form" and click the green check mark icon to begin.
Alternatively you can edit a form that you previously created by selecting it from the Edit An Existing Form drop-box.
Form Groups are used to categorize fields on your form. This is the first step when creating forms because each field on the form must be placed into a Form Group.
Once on the Form Groups page, enter a Group Name and (optional) Description, then click Save. Your Form Groups will likely look similar to the example set of Form Groups displayed in the image below.
Adding Fields to the Form
Now that you have created Form Groups, you can start adding fields to your form. Navigate back to the Form Builder page, and locate the Add Fields To Form section.
1. Click on the input box that says "Select Some Options".
2. Select the desired field that you would like to add to your form.
3. Select the Field Group that you would like to add this field to.
4. Click Add Fields.
In the demonstration above, we are adding multiple fields by typing keywords into the search, then pressing Enter. This speeds up the field selection process.
Every data field in the system (Standard and Custom) will be listed in this box. Standard fields are listed first, in alphabetical order, followed by Custom fields, then Budget Analysis fields.
Form Field Customization
Once fields are added to the form, you will be able to adjust and give additional features to the fields.
Pictured above is the First Name field that we added to the form. We can now further customize this field.
Required To Save: By checking this option, Users will need to input information into this field before saving the contact.
Required To Submit: By checking this option, Users will need to input information into this field before submitting the contact for enrollment.
Co-Applicant: This will enable the co-applicant version of the field.
- Field Label: The text that you put in the Field Label box will mask the field name displayed on the form. (EX: SSN can be changed to display as "Social Security Number")
To Move a Field: Click anywhere on the field, then drag it up or down.
To Delete a Field: Click the Red Circle next to the field name.
To Delete a Form Group: Simply delete all Fields listed under that Form Group.
To Add a Space Between Fields: Add the --Spacer-- Field to the form (pictured below). This will add a blank space between fields.
Once added, your form should look like this:
- Default Form: Makes this form used by default. (**NOTE: Default For Company and Default For Role will override this)
- Intake Form: This makes the form available from the “Add a Contact” or “Edit Contact” screens.
- External Form: Makes the form available for External Form requests. (See External Form article for more information on this.)
- Custom Portal (Addon): Designate the form to be used on the customer portal. This will display the form data saved for the client under the profile section of the customer portal.
- File Type: Sets the File Type for the contact being created.
- Assigned To: This designates which user the contact will be assigned to on creation. “Record Creator” is most commonly used as it will assign the new contact to whomever is filling in the form.
- Stage / Status: Select the Workflow Stage and Status the client will be placed in when using the form to create the contact.
- Default For Company: This will override the “Default Form” check box for users of that specific Company.
- Default For Role: This will override the “Default Form” check box for users of that specific Role.
- Shared With: Users and Teams highlighted here will define who has access to use the form.
- Use Single Column: When viewing the form this will display each field on its own row, without this checked the form will be displayed with fields side by side in 2 columns.
If you need to understand how to create a Custom Field, please visit the Custom Field Page.