📄 How to Create A Form

Active Oversight Forms

July 2019

Overview

Forms are finally here! You can now easily add a Form to your Tasks as a new Completion Step. Please note that in order to add a Form to a Task, you will need to have the editor permissions.

Let's get started on How to Create A Form!

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Adding a Form through a Project

1. Click on the Project that you would like to add a Form to
2. Click on the Build
3. Click on the Task
4. Click on the pencil icon in the upper right to edit the Completion Steps

Adding the Form as a Completion Step

1. Click the plus (+) icon next to Completions Steps
2. Enter in the name of the Form and then select "Form" from the Type drop-down menu
3. Add instructions (if applicable)
4. Click on "Add Field"

Adding a Field to a Form

You will have 4 different types of Fields to select from. These options include Multiple Choice, Number Entry, Text Entry, and Yes/No questions. You will need to add at least one field in order to save your Form.

1. Enter in a Field Label - the question or prompt for this field
2. Select your Field Type in your drop-down menu
3. If you selected the Multiple Choice Field, you will also need to type in all options separated with commas
4. Click on "Add Field" 
5. Repeat this process with as many fields as you would like for this one Completion Step
6. Click "Add" on the lower right of the Completion Step panel once you are done adding fields

*Note: Fields can be edited, reordered and deleted by editing the Task and then expanding your Form Completion Step. 

 

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