Create a New Smartform Template

Create a new Smart Form Template

Commnia's Smart Forms allows you to create digital forms tailored to fit your specific data collection needs.

Setup and distribute your own forms in minutes.

All users within the company are able to access these form templates with read access only, unless users have the permission to edit.

1. Click on the main menu bar and select Smart Forms.

2. Navigate to Templates and click + New Template.

3. On the left-hand panel, select the field you would like to add to your Smart Form.

INSTRUCTIONS

Section

Organise your Smart Form by sections allowing you to organise relevant questions in their own groups

Text

Display read-only text, instructions within the form, these could range from greeting messages to text-based instructions that can be followed up with images or video.

Image

Embed images within the form allowing users to visually see the set of instructions or information you need them to see.

Video

Embed videos within the form giving you the flexibility to record exactly how you want inspections or site inductions to occur and have the user view the video. Reducing misinterpretation and allowing for a more transparent communication.

QUESTIONS

Single Line

Collect single-line responses, ideal for brief entries like names, emails, phone numbers, or city names.

Multiline 

Use for longer responses, such as addresses, notes, observations, or detailed descriptions allowing the user to enter multiple lines of text

Numbers

Allows the user to answer using numbers only giving you more control over the data entered in your forms.

Currency

Allows the form builder to assign a question that requires currency input, for example expected hourly rate.

Date Selector

Provide a date selection tool for users, enhancing form structure and data accuracy

Date-Time Selector

Offer a time selection option for entries that require precise date and time data

Dropdown

Allow users to select one option from a pre-defined list.

Single Select

Similar to the drop-down, but all options are visible at once.

Multiselect

Use when users need to select multiple options from a list, for example languages spoken.

Signature

Allows the user to digitally sign the Smartform or trigger a different person to sign via mobile phone code authentication.

Table

Allows the user to insert a table with columns, users are allowed to enter an infinite number of rows when entering the information.

GPS Location

Lets users to capture their real-time location based on GPS data. View Map takes you to a new browser and shows you the location on a map.

FUNCTIONS

Required

Allows the user to make it a required question represented on the question with a *

Comment Box

Allows the user to add an additional comment box

Inline

Allows the user to have the question inline with the answer

Attachments

Allows the user to upload images, videos, or documents directly from their devices, or use the camera to capture images in real-time

4. Once you have added and organised all your modules, click Save.

Form Security

Select one of the following options:

 Private

Select this option for Smart Forms which will gather confidential information. Access is restricted to the sender and the recipients

 Project

Select this option to allow access to the sender and the recipient’s companies.

Add Form Details

1.  Form Name – Give your Smart Form a name.
   
2.  Form Category – Give your Smart Form a category.
   
3. Approval Required (Optional) – Check this box if you require an authoriser to approve or reject submissions of this Smart Form.
   
4. Save to Community Templates - this form will be made available for the community to download
   
5. Related Project (Optional) - You can assign the form template to a project.
   
6. Form Description – Add a description for how this Smart Form should be used.
   
7. Form Security -
   
1. Recipients and Sender: This option restricts who can view and complete the form, only the sender and recipients are able to access and submit the form.
   
2. Recipients, sender and their colleagues: This option allows everyone in that particular project to access and complete the form. 

Click Save as Draft or Publish.

​

Toggle Show Draft to View Draft or Published Forms

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