Creating a new form allows you to capture data for automation processes. This guide will walk you through the steps to create a new form and place it in the appropriate folder.
There are multiple ways to create a new form.
Creating a form from the Dashboard.
- Go to the Dashboard.
- Click Build a new form
Creating a form from Build > Forms
- Go to Build > Forms in the left-hand side navigation.
- Click New form.
Deciding how to start your form
After clicking New form (via either pathway), you will see the popup below.
- Decide whether you'd like to start your form 'from scratch' or using Fast Start AI
- From scratch: you start with a blank canvas, add sections and fields and connect your document template for automation.
- Using AI: you upload a MS Word document and AI will create a first draft of your form for you.
Starting a form 'From Scratch'
- Click From scratch in the Build a new form pop up.
- In the next New Form pop-up, enter the name for your new form according to your organisation's naming conventions.
- The Form alias (a unique identifier for your form_ will automatically pre-fill based on your Form name.
- Choose the appropriate Folder/Subfolder where the form will reside. Ensure this aligns with your organisation’s folder structure.
- Click Save.
