How to Create a Form

Steps

1. Navigate to Forms from the main menu, click into a form group or [Ungrouped Forms].
   
   
2. Click Create New.
   
   
   
3. Fill in the form configuration:
   • Form Name — give the form a clear, descriptive name (required, max 200 characters). A live character counter shows your remaining allowance.
   • Form Group — assign to an existing group to keep forms organised (optional).
   • User Groups — choose which departments or teams can see and fill this form.
   • Notifications — select admins who should receive an email each time someone submits.
   • Notify Submitter — toggle on to send a confirmation email to the employee who submitted.
   • Require Approval — when enabled, each submission must be approved by an admin before it's considered complete.
   • Triggers — choose when the form appears: at Clock In, Clock Out, or both. You can also restrict by Shift, Role, or Job.
   • Description — add optional instructions shown to employees (max 500 characters). A live character counter shows your remaining allowance.
4. Click Edit Fields to add questions 
5. Click Save Changes to publish the form.
   
   

Character Limits

The form builder enforces character limits to keep forms concise and readable:

• Form name — 200 characters
• Form description — 500 characters

A character counter appears beside each field as you type (e.g., "42/200"). If a field exceeds its limit, the Save button is disabled until you shorten the text.

Tips

• Use triggers to ensure the right form appears at the right time — e.g., a safety checklist at clock-in for warehouse roles.
• Enable Require Approval for forms where submissions need a manager's sign-off.
• Character counters update in real time — keep an eye on them for longer descriptions.