How do I create a new Form?

Once you have the Fields for your Form, you can create the Form by following these steps.

If you need to add new Tags, click here.

If you need to add any other Type of field, click here.

Step 1: Add a Data Category by going to Gear Shift/Admin Menu > Data Categories> Add a Data Category.

Step 2: Name and Add the new Data Category.

Step 3: Create the Form by clicking on the Green bar with the name of your new Form, scrolling down to One Pagers > Enter the name of the form> Add One Pager.

Step 4: Configure the Form by clicking on Configure> Selecting Fields.

Step 5: Configure display options by selecting the Data Category where the Form should appear, Restricting Access for who should see the form (if applicable), and choosing the display format.

Step 6: Drag and Drop the order of the fields by clicking on the 4-way arrow to the left of the Field name.

Step 7: Configure any advanced settings.