Accessing the Form Builder
From the contacts tab, click on Custom Fields. Once on the Custom Fields page, click on Form Builder
Create A New Form or Edit and Existing Form
Once on the form builder page, you will see the screen below.
- You can create a new form.
- you can also edit an existing form you have already built.
Defining Form Groups
"Form Groups" are sections of the form that you can categorize. In the example below you will see how to create "Form Groups".
- Click on "Form Groups" to give the groups a name.
Form Group Helpful Hint
- Name the group as a section of the form you wish to categorize the fields.
- If you want to get address information such as the street address, city, state, and zip, you might want to label the group "Address Information"
- **Optional - Description: Add additional information that will be displayed below the form groups when using the form.
Adding fields to your form.
Now that you have created Form Groups you can add the fields to be organized under those groups from the form edit page.
Below is an example of where you will be able to add custom fields to the form groups. You will want to go to the following page Contacts--> Custom Fields--> Form Builder
- From the List of fields, choose the field that you will want to add to the form. You can choose multiple fields by holding down the (keyboard) Ctrl button and selecting multiple fields. You will also notice that there are "Standard Fields" in descending order, following by "Custom Fields" in descending order.
- Once the fields are selected, you will be able to choose the "Field Group" of where you want to place the field underneath.
- Once you select the field group, hit "Add Fields"
- This will add the field to the form, underneath the form group.
Form Builder Details
Once the fields are added to the form, you will be able to adjust and give additional features to the form. Below is an example of these additional features.
- This is the custom field that was added to the form. You can adjust the placement on the form by clicking and holding the field and dragging the form to the correct placement you wish. You can also delete the form from the field by clicking the red icon.
- The check boxes in the center mean the following.
Required To save: By checking this option, the agent will need to save this information before saving the contact.
Required To Submit: By checking this option, it will require the agent to save this information before submitting the contact for enrollment.
Co-Applicant: This will allow for a co-applicant text box to appear for that specific field.
See below for more information on this section.
- Default Form: Makes this form used by default (**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 Form available for external form requests. (See "External Form" article for more information on this.
- Custom Portal (Additional enhancement): 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 client 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.
- Category / 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.
Now that you have the form set up, you can create an External Form.
If you need to understand how to create a Custom Field, please visit the Custom Field Page.