Create a New Smart Form Template

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.

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            |      Display read-only text, instructions within the form
Image         |       Embed images within the form
Video         |       Embed videos within the form

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
Numbers
Allows the user to answer using numbers only

Currency
Allows the user to select the currency
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. Drop-downs can be nested, e.g., selecting a country in the first drop-down can filter available cities in the second
Single Select
Similar to the drop-down, but all options are visible at once. Ideal when no nested selections are needed
Multiselect
Use when users need to select multiple options from a list

Signature
Allows the user to digitally sign the Smartform

Table
Allows the user to insert a table

File Upload
Let users upload images, videos, or documents directly from their devices, or use the camera to capture images in real-time

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




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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