Dynamic Form Builder

Overview

The Dynamic Form Builder allows you to create custom forms for data collection, such as medical intake forms. This guide will help you add, configure, preview, and publish your form with ease.

Step-by-Step Guide to Building Your Form

1. Access the Form Builder

Open the Dynamic Form Builder interface. You’ll see:

• A mobile preview on the left.
• A form-building workspace on the right.

2. Add Form Controls

To start adding fields to your form:

• Click the blue “Add Control” button.
• Choose from the dropdown options:
• Text Input: For names, dates, email addresses, etc.
• Checkbox List: For selecting multiple items (e.g., symptoms or conditions).
• Radio Button: For single-choice selections (e.g., gender).
• Signature: To allow users to sign digitally.
• Each added control will appear in the list below the editor and immediately reflect on the live preview.

3. Edit Form Fields

Click the gear icon (⚙️) next to any field to:

• Change the label (e.g., "Full Name").
• Set a field as required.
• Customize placeholders or options (for radio buttons/checkboxes).
• Arrange the order by dragging fields up or down.
• To delete a field, click the trash icon 🗑.

4. Customize Text and Instructions

Use the rich-text editor above the form controls to:

• Add headings or descriptions.
• Format text (bold, italic, bullet lists, etc.).
• Provide clear instructions for the users.

5. Preview Your Form

Use the "Preview on Mobile" button (bottom of the live preview) to see how the form will look on mobile devices.

Ensure all required fields are present and working.

Final Steps

6. Save Your Form

Click the green “Save” button on the top right to store your form. You can return later to edit it or publish it.

7. Access Form Submission Results

To view data collected from your form:

• Go to the Form Submission Results page.
• Filter by:
• Email address (submitted by users).
• Date Range to narrow results.
• Click Apply Filters.

Integration Setup

8. Set Up Email Integration

Navigate to the Integration Setup page:

• Enter the App Owner Email Address where form submission data should be sent.
• Click Save.

Tips for Effective Form Design

• Group related questions logically (e.g., contact info first, medical conditions later).
• Use required fields only when necessary to reduce friction.
• Use checkboxes for multiple answers, and radio buttons for single answers.
• Always preview before finalizing.