How to: Create Forms

1

Navigate to Forms

Navigate to the "Forms" page (link) by clicking on "Administration" in the navigation menu and then the "Forms" option.

2

Click to add

Click the "add" button in the toolbar at the top of the page.

Permissions are required to create Forms.

3

Enter details

Enter the details about the Form itself.

Property	Description
Name	The name of the Form. This value is visible to customers in the Store
Introduction	When the Form is presented to a Member in the Store, this text is shown at the top
Conclusion	When the Form is presented to a Member in the Store, this text is shown at the bottom
Allow visibility by other Organizations	Whether the Form contents can be seen by Organizations associated Members belong to
Expiry	Whether the Form contents expire and, if so, when
Requirement type	The requirement level for the Form - Optional - Indicates that Form contents are optional - Required to complete checkout - Indicates that Form contents are required before a Store checkout can be completed - Required after checkout - Indicates that Form contents are required, but will not impede Store checkout
Questions	The list of questions within the Form

As indicated above, a Form may have many questions. By clicking "add question", you can add as many questions as desired.

Property	Description
Question	The question text
Helper text	Optional helper text to present beneath the answer field
Field type	The type of field to use. Once a field type is selected, additional fields may be presented to provide additional context. - Number - Will allow a min/max - Checkbox - Will allow indication that "yes" is the required option - Select - Will allow a comma-separated list of options
Default value	Optionally provide a default value. For "select" fields, the default value must appear in the list of given options

Questions are ordered alphabetically. Therefore, it is recommended that you number your questions (e.g. "1. Is this a question") to ensure they are ordered the way you wish.

4

Save

Click "save" at the bottom of the popout to save changes.