Overview

Once a standard form is created, you can configure its title, set the form's priority, create sections, and add elements.

User Account Requirements

The user must have Administrator permissions in order to access the Admin Overview screen.

Related Information/Setup

Please refer to the Standard Forms Overview article for more information on using standard forms. 

Navigation

1. From the Home screen, click the Administration icon.
   

   Administration Icon

2. From the Administrator settings menu, click the Admin Overview link.
   

   Administrator Settings Menu

3. From the Admin Overview screen, click the Configurable Forms tile in the Views section. 
   

   Configurable Forms Tile

4. Click the Create Configurable Form button.
   

   Create Configurable Form Button

Alternate Navigation

1. From the Home screen, click the Administration icon.
   

   Administration Icon

2. From the Administrator settings menu, click the Admin Overview link.
   

   Administrator Settings Menu

3. To create a form from an object type, from the Admin Overview screen, click the Object Types tile in the Data Model section.
   

   Object Types Tile

   1. On the Admin: Object Types screen, from the list of object types, click the object type that you want to create a form from.
   2. On the Admin: Edit Object Type screen, from the Overview tab, click the Create Form button.
      

      Create Form Button

4. To create a form from an assessment, from the Admin Overview screen, click the Assessments tile in the Data Model section.
   

   Assessments Tile

   1. On the Admin: Assessments screen, from the list of assessments, click the assessment that you want to create a form from.
   2. On the Admin: Edit Assessment screen, from the Overview tab, click the Create Form button.
      

      Create Form Button

Creating a New Standard Form

1. In the Name field, enter a name for the form. 
   

   Name Field

2. (Optional): Enter a brief description of the form in the Description field, which will appear below the form’s name while editing the form.
   

   Description Field

3. Select Standard Form from the Form Type dropdown menu. See the Navigation Forms section for information and instructions on creating navigation forms.
   

   Form Type Dropdown

4. Select an object type from the Object Type dropdown menu.
   

   Object Type Dropdown

5. Click the Create button to display the Edit Configurable Form page. From here, you can edit the standard form's title, select a priority, and add sections and elements.
   

   Create Button