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Getting Started with the Form Builder
Getting Started with the Form Builder

What is the form builder and how you can create new forms

Angela Lim avatar
Written by Angela Lim
Updated over a week ago

The Form Builder allows administrators to create new forms that you can complete for your contacts. 

There are three types of forms that you can create:

  1. Activities - service-oriented forms

  2. Assessments - outcome-oriented forms

  3. Contact - contact information

With the Form Builder, you have access to a number of different field types so you can collect data efficiently! 

Check out our Form Builder Fields Glossary to learn more about each type. 

Once you have created a form, your staff can start collecting data using these forms on their contacts' Activities, Assessments, and Details tabs. 

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