Go to Forms from the menu on the left-hand side of the screen.
Templates #
Seamlss provides an array of forms you can use and customise to suit your own needs. To view these forms, click on the Form Templates tab.
Go to the right-hand side of the template list to preview or add the form to your organisation’s form list.
Clicking on the blue +Add button will add the form to your form list.
Clicking on Preview will open an uneditable version of the form.
If you would like to use the form for your firm, you can click the blue +Add this Form button.
To return to the list, click the blue << Back link in the top right-hand corner.
Once you have added a form to your list, a green Added icon with a tick will appear next to the form.
View Existing Forms #
In the Forms tab you can see all your existing forms.
By clicking on the three-dot menu on the right-hand side of the form list, you can choose to edit the form, duplicate the form, or disable it.
If you disable a form, it will be marked as inactive. By clicking on the three-dot menu again, you can choose to re-enable the form, or permanently delete it.
Creating New Forms #
To create a new form, click the + Add Form tab.
Fill out the name and form description which the client will see.
Next you can add your questions. Click the grey Add New Question box. If the question is optional, you can untick the Is Required box.
From the Question Type drop-down menu, select the type of question you would like to add.
Text Fields #
For single-line text fields or large text fields, simply type your question in the Question Title box, and a text field will be added to the form for the client to type their answer into. The size of the field you choose will depend on how much you expect the client to write. Single line text boxes are a fixed size. Large text boxes can be expanded.
One the form they will look like this:
Option Fields #
Type your question in the Question Title box, then type the first option in Question Options, then click Add option. You can repeat this to add as many option as you need.
Multiple options – selects any will allow the client to tick multiple boxes.
Multiple options – select one will only allow the client to select one option.
Drop-down menu options – select one creates a drop-down menu for clients to select from. They can choose one option only.
You can remove options by clicking the blue minus button.
On the form the questions will look like this:
Special Fields #
Special fields can be File upload, Email address, or Date. All you need to do is fill in the Question Title field and tick whether or not the question is required.
On the form, the fields will look like this:
To upload a file, the client will click on Browse… to select the file from their computer.
The client will be able to click on the calendar icon to select the date, or type it out using the dd / mm / yyyy format.
Display Fields #
The Display Field question type allows you to add headings to your form. Type the heading in the Question Title field. Next, select the heading size from the Heading Type drop-down menu.
Heacings will look like this:
You can edit, delete, or move the questions by clicking the blue icons on the right-hand side.
When you have finished building your template, click the blue Save Form button.
Sending forms #
To send a form, go the the client’s details page and click the grey + New Quick Fetch Request. For more details on how to send a fetch request, click here.
