Content:
Creating a Custom Form Template
To create a Custom Form Template, follow the instructions below: Tip: Using a computer for creating and editing forms is recommended, as it provides better visibility of all options.
*Custom Form Templates can only be made and managed by Org. Administrators
1. Click the Organization button in the top right corner to view the Organizational Panel.
2. Click Forms in the navigation menu
3. in the forms section, click Add Template
4. Give your new template a Name and a description, and click Add Template.
The description will be visible at the top of the form while filling it out.
Adding sections to your Template
You can add as many Sections as you want, they are primarly used to separate the contents of your Form.
5. While inside your Template, click + Section to create a new section in your Form Template.
Give it a name, and check the box if the section name should also be used as the section title. Click Save.
Adding fields to your sections
Fields are where data is put into your forms. There are many different types of fields, click here to read more about our different types of fields Checkbox fields are particularly useful for creating checklists, as they allow users to tick off items directly within the form. For example, you can create a daily sign-in/sign-out log by including fields such as Name, Date, Sign-In Time, and Sign-Out Time. This helps in capturing specific data for reporting purposes.
6. Click an existing Section to expand it, and click + Field to add a field to the selected Section. To add a checkbox field, select the field type dropdown menu and choose "Checkbox" from the options.
7. Select Field Type and Field Label. You can also add a Field Description, but this is not required. Click Save. Checkbox fields can also include a description to clarify their purpose, though this is optional.
8. Keep adding Sections and Fields until your Template is complete.
Publishing your Template
9. You can use Preview to see how your form will look.
10. Once you are happy with your Template, click ← Go Back
11. Click the Checkbox under Publish/Unpublish to publish your Form Template.
12. Once published, this form will be available as a form when creating a new form in a project which is part of your org. To manage checklists within projects, use the Activities feature. Create or select an Activity, add the checklist content, and assign it within the project for tracking and completion.
Using Your Published Templates in Reports
To generate aggregated cross-project reports:
Access the Organization Panel: Navigate to the organization panel in Fonn.
Select Reporting Options: Use the reporting tools available to create cross-project reports.
Choose Time Period: Specify the desired time period for the report, such as monthly or weekly.
Generate Report: Finalize and generate the report to view aggregated data from all projects. By leveraging these reports, you can effectively analyze and manage project data across your organization. Additionally, published templates can be included in aggregated cross-project reports. These reports allow you to analyze data across all projects for specific time periods, such as weekly or monthly, providing valuable insights for organizational decision-making.
