---
title: Forms
slug: forms
docTags: 
createdAt: 2025-07-16T17:46:04.693Z
---

# Overview

The **Forms** feature allows you to create custom forms directly within the portal to gather information from employees, clients, or any portal users. You can use forms for a wide range of use cases—like employee onboarding, offboarding, surveys, internal requests, and more.

# 👨🏻‍🏫 Walk Through

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## 🚀 Getting Started



### Accessing Forms

1. Navigate to the **Forms** tab in your portal.
2. You’ll see a list of your existing forms.
3. You can:
   - **Add an existing form** from another workspace (if marked as *global*), or
   - **Create a new form** from scratch.

## 🛠️ Creating a New Form



### Step 1: Add Basic Info

- Click **Create New Form**.
- Give your form a **name** (e.g., “Employee Offboarding”).
- Optionally add **sections** to break the form into logical parts.



### Step 2: Add a Section

- Click **Add Section** to create a new section.
- Add an optional **description** for the section.
- Sections help paginate long forms for better user experience.



### Step 3: Add Questions



You can add questions to any section using the **Add Question** button.



Available field types include:

| **Field Type**         | **Description**                                                                                                                                                                                                                 |
| ---------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Short Answer**       | For single-line responses (e.g., name)                                                                                                                                                                                          |
| **Paragraph**          | Long form answers                                                                                                                                                                                                               |
| **Rich Text**          | Add non-interactive instructional text or headers                                                                                                                                                                               |
| **Signature/Initials** | Signature box that users can sign or initial with their cursor                                                                                                                                                                  |
| **Multiple Choice**    | Select one option from a list                                                                                                                                                                                                   |
| **Checkboxes**         | Select multiple optons from a list                                                                                                                                                                                              |
| **Dropdown**           | Select from a dropdown list                                                                                                                                                                                                     |
| **File Upload**        | Upload documents, images, etc. You can specify allowed file types and size limits                                                                                                                                               |
| **Linear Scale**       | Collect ratings (e.g., 1–5)                                                                                                                                                                                                     |
| **Multi-choice grid**  | A matrix-style question where users can select **only one option per row** using radio buttons. Useful for comparing options or assigning preferences within categories (e.g., “Rate your satisfaction for each service area”). |
| **Tick-choice grid**   | A matrix-style question where users can select **multiple options per row** using checkboxes. Ideal for capturing multiple responses across a range of categories (e.g., “Which tools do you use for each task?”).              |
| **Date**               | Uses a date picker                                                                                                                                                                                                              |
| **Time**               | Uses a time picker                                                                                                                                                                                                              |

✅ **Tip**: You can mark any question as **required**, which prevents form submission unless it is completed.

## 🧩 Organizing Sections

- Forms can have multiple **sections** to improve usability.
- When multiple sections exist, users see progress like “Section 1 of 2.”
- Be sure to check which section you’re adding each question to—questions are section-specific.

## 📄 Saving & Publishing the Form



### Step 1: Create a Form Page

- Go to your Pages area and create a new page (e.g., “Offboarding Form”).

### Step 2: Add Form to the Page

- Choose the form you just created from the dropdown list and click **Save**.

### Step 3: Assign Page to a Group (or an indivudual)

- Go to the **Groups** section.
- Add the form page(s) to a group to grant access to specific users.
- You can re-order pages (e.g., show *Onboarding* before *Offboarding*).

## 🧪 Using and Testing Forms

- Users will see assigned forms in their portal view.
- Fill out the fields, upload files, and submit.
- Required fields must be completed before proceeding.
- Upon submission, users will see a **“Form successfully submitted”** confirmation.

## 📊 Viewing Responses

As an admin:

1. Return to the **Forms** tab.
2. Click on the desired form.
3. Select **Responses** to view submissions.
4. Click **View** on a submission to:
   - See individual responses
   - View uploaded files
   - Display digital signatures

## ✉️ Notifications & Data Integration

### Email Notifications

- You can set a **receiver email** to receive alerts when a form is submitted.
- Customize the email message as needed.

### Connecting to a Dataset

- Optionally, push form responses to a **demo dataset**.
- This allows for deeper analysis and reporting through visualizations or even predictive modeling.

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## ✅ Best Practices

- Use clear section titles and descriptions to guide users.
- Use file type restrictions to prevent unwanted uploads.
- Always preview your form as a user to ensure usability.
- Consider using multiple sections for longer forms to reduce overwhelm.

## 🔚 That’s It!

You’re now ready to start building and deploying custom forms inside your portal. Whether you’re collecting feedback or managing internal workflows, the Forms feature is flexible, user-friendly, and powerful.