Using the Form Builder for Templates

The form builder for templates works virtually the same across the board for the different workflows, however there are a few nuances (particularly for the "letters").

You can drag and drop a field type from the left toolbox into the form builder area, or you can simply click on a field type to add it. This creates your first field on the page.

Available Field Types

Simple Fields

• Free Text - Add instructional text, headings, or information blocks that aren't questions (applicants can't enter data here)

• Header - Create section headers to organise your form into clear sections

• Image - Add images, logos, or visual elements to your registration form

Data Entry:

• Entity Name - Captures the name of the individual or organisation

• Multi-choice - Checkboxes allowing multiple selections

• Single choice - Radio buttons allowing one selection

• Dropdown - Concealed list that expands when clicked (good for longer lists)

• Yes/No - Binary choice with optional confirmation checkbox style

• Slider - A sliding scale with a configurable range (default 0-10), useful for rating scales or numeric ranges

Text Fields:

• Short text - Single line text entry

• Long text - Multi-line text entry

• Rich text - Formattable text with bold, italics, links, bullets, and numbered lists

Other Fields:

• File upload - For uploading supporting documents (e.g., proof of registration, identification)

• Address - Compact way to capture full address information

• Date picker - Consistent date entry interface

• Currency - For financial information (can set max values)

When you add a new "block" from the above to your template, the panel on the left will change and give you several options to further enhance the usability of the section. These include the ability to make a field mandatory to answer, add placeholder text to guide a user as to what is expected as a response, a tooltip option, and support text. See screenshot below for how these appear when selected in the template builder..

You also have the ability to upload files for use in templates, export form templates to PDF and change the form template type - you can read more about these capabilities here.

Learn more about how to set up Field Tags, which allow personalisations to be pulled through to other templates, letters and reports, here and Field Events, which enable new fields to display/be required, depending on the response a user gives.