Building a Form

The form builder is where you create the assessments and intake forms your team uses with clients. You can add questions, text fields, rating scales, tables, and more, then preview everything before publishing. This page walks you through how to build a form from scratch.

Creating a New Form

Start by opening the right library for the form you're building. If it's a department assessment, open that department's library. If it's an intake form for all clients, open the Onboarding library.

Let's Create a New Form

1. Click Library in the left sidebar
2. Select the library where the form belongs
3. Click "Create New Form" at the top of the library
4. Enter a form name that clearly describes what the form is for
5. Press Enter or confirm and the form builder opens ready for you to start adding content

You're now inside the form builder and can start adding your questions and fields.

Adding Elements to the Form

Everything in a form is an element. Questions, headings, tables, and text blocks are all elements that you add and arrange. To add one, click the + button or the Add Element button and choose what you want to insert.

Here's what's available and when to use each type.

Text responses are for open answers. Use Short Answer for a single line of text and Long Answer when you want a larger text area for more detailed responses.

Multiple choice options let clients or therapists select from a set of answers. Multiple Choice gives one selection, Checkboxes allow more than one, Dropdown works well when there are many options to choose from, and Multi-Select is like checkboxes in a dropdown format.

Layout elements help structure the form visually. Use Label to add a heading or instruction that isn't a question. Use Collapsible Section to group related questions under an expandable heading, which is useful for longer forms. Use Table when you need to capture information in rows and columns.

Date Picker adds a date selection field, useful for recording dates of observations or events.

Image Upload lets the person completing the form attach an image, useful when visual documentation is part of the assessment.

Text formatting elements like Heading 1, Heading 2, Bullet List, and Numbered List help you organise instructions and contextual information within the form.

Arranging and Editing Elements

Once you've added an element you can click into it to edit the label, add help text, or set it as required. Required fields must be filled before the form can be saved, so use this for fields that are clinically essential.

You can drag elements to reorder them, which is useful when you want to reorganise sections after adding content.

Previewing the Form

Before publishing, use the Preview button to see exactly how the form will look and behave when a therapist opens it for a client. It's worth checking through the whole form in preview to catch anything that doesn't look right.

Preview doesn't save any changes, it's purely for reviewing the layout and flow.

Saving Your Work

Click Save regularly as you build. Saving keeps a draft of the form that only you can see in the builder. It doesn't make the form available to therapists yet, so you can save and come back without worrying about publishing something unfinished.

When the form is ready, see Publishing and Managing Forms for how to publish and make it live.

Common Questions