2.1 How to create forms

Welcome, you’ve made it to the second chapter! In this chapter, you’ll learn how to create forms and reports. These are necessary to create functional flows. In this article, we’ll guide you through the steps of creating a form.

1) We’re starting at the Capptions Direct website. After logging in, go to ‘organization’. In the menubar on top, you’ll find ‘templates.’ After clicking, you enter the form templates environment. At the right corner, you’ll find a turquoise button saying ‘Create Form.

2) It’s time to give the form a name. Make sure to give the form a relevant name to the purpose of the form. For example: Observation – Notification of Unsafe Situation..

Congratulations! You created your first form. 🎉

Now it’s time to add sections, conditions, and fields within your new form. Let’s dive in!