Create a New Smartform Template | App

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.

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Creating a new Smart Form Template is only available on tablets.

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

1. From Home, select Forms.

2. The Form Submissions page will open, select Templates from the dropdown.

3. Tap + New on the far right.

4. Add Form Details

You will be given 2 options:

Use Template - Select an existing template to copy from

Start from scratch - Create a new form template

We will select Start from scratch.

1. Form Name – Give your Smart Form a name.
   
2. Form Category – Select a Smart Form category.
   
3. Submission Privacy -
   
1. Collaborative - Recipients, sender and colleagues: This option allows sender and recipient companies to access and complete the form. 
2. Private - Recipients and Sender: This option is restricted to the sender and recipients to view and submit the form.
4. Approval Required (Optional) – Check this box if you require an authoriser to approve or reject submissions of this Smart Form.
   
5. Save to Commnia Templates - This form will be made available for the Commnia community to download.
   
6. Related Project (Optional) - You can assign the form template to a specific project.
   

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

You can either tap or drag and drop to add elements.

6. Once you have added and organised all your modules, tap Save.

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 

Used 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 and insert additional columns

GPS Location

Lets users to capture their real-time location based on GPS data

FUNCTIONS

Required            |      Allows the user to make it a required question

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

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

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