Create a New Smart Form Template

Create a New Smart Form 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.

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

Text            |      Add text instructions to your Smart Form

Image         |       Add images to your Smart Form

Video         |     Add a video to your Smart Form.


Questions

Single Line         |      Allows the user to answer using a single line of text
Multiline            |      Allows the user to answer using multiple lines of text
Number             |      Allows the user to answer using numbers only

Currency           |      Allows the user to select the currency
Date                  |      Allows the user to select a date
Date-Time        |      Allows the user to select a date and time
Dropdown        |      Allows the user to select a response from a dropdown menu
Single Select     |      Allows the user to select one response from a selection of options
Multiselect       |      Allows the user to select multiple responses from a selection of options
Signature          |      Allows the user to digitally sign the Smart Form.

Table                 |      Allows the user to insert a table. 

Functions

Required            |      Allows the user to make it a required question

Comment Box    |      Allows the user to add an additional comment box

Inline                   |      Allows the user to have the question inline with the answer

Attach Photos    |      Allows the user to attach photos

Attach Files        |      Allows the user to attach files

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

5. Form Security – Select one of the following options:

  1.  Private – Select this option for Smart Forms which will gather confidential information. Access is restricted to the sender and the recipients
  2.  Project – Select this option to allow access to the sender and the recipient’s companies.


6. 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. 


7. Click Save Template.


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