2.2 How to add sections, conditions & fields within a form

It’s time to create the three important elements to make the form usable. Sections, fields, and conditions. In this article, we’ll use the “Observation- Notification of Unsafe Situation” form as an example. We start with creating a section.

(This item uses a Observation - Record Unsafe Situation as example)

On the left, you’ll find a big block with a text saying “Add a section” Give the section a name. For example “Observation.” If you like, you can also give the section a description.

2) It’s possible to add extra information to your new form. From long texts to short texts, and from date & time to signatures. By adding extra information, you’re making sure to capture all relevant information in one place. To do so, click on ‘add new field’. In the video below, you’ll see how to activate a time picker, for example. Next to that, the video shows how to make this a mandatory field. 

3) It might be handy to include attachments to your form. Photos, videos or extra information related to what we have observed are great examples of attachments. To add this option, click on ‘add field’ → ‘file input.’ On the right side, you’ll find the settings. In the ‘question box’, you can summarise what you would like people to attach. In the video below, we wrote down ‘what did you observe?’ as an example. It’s also possible to make the file attachment mandatory, change the conditional visibility or choose specific allowed formats.

4) Next to including attachments, it might also be handy to include a single choice question to your form. Do you want to know the severity of the observation, for example? Then a single choice question is a good idea. To do so, add a new field. Underneath ‘fixed options’ you’ll find ‘single choice’. Via settings on the right, you’ll find ‘available options.’ Here, it’s possible to define your desired fields. The video below shows some examples of commonly used fields.

5) To make sure your form is complete, it’s useful to add a location field. To do so, create a new ‘single choice question’. Use the possible locations for the different options. Now, we also want to include the option in which department the observation is located. Therefore, add a new ‘short text’ field. Use the ‘question box’ to define your field (‘which department?’). Now it’s time to add conditions. Add a rule and choose your desired field. In the video below, we used ‘location.’ After this, choose your desired operator and location.

6) You now know how to include attachments, short texts and single choice questions. Great! You can add as many as you like. Now it’s time to make your form complete by adding a signature. Add a new field and click ‘signature.’ Do you want to add extra conditions, or would you like to make this field mandatory? It’s all up to you!

7) Is your form complete? Good! Now it’s time to preview your form. At the top you’ll find the preview option. After clicking, you’ll see a proper preview of your form. Would you like to change fields or maybe add an extra field? Just click ‘back’ on the left, and you’ll be back in the editing environment. Are you satisfied with your form? Great! Then it’s time to publish. After publishing, your new form will be available into workflows. After publishing, it’s still possible to make changes.


Congratulations! You now know how to add fields, sections, and conditions to a form. 🎉 

Now it’s time to create report templates. Let’s go!