How to build a form

This article will show you how to build a form

Why build a form?

Forms are at the core of the Capptions Direct experience. They shape your user's daily tasks, report content, and dashboard presentation. With Capptions Direct, you have the ability to create tailored forms that capture all the necessary data for your operations..

Before we get started

Take note

You can only build a form if you have the role responsibility of being an "owner" or "admin" of the organization you are building a form for or on your own account called the Personal Sandbox.
You can only build a form via the web portal.
For the form to be available for members to fill out, it must be connected to a workflow which determines who, when, and how the form behaves in your organization.

Build a form

Step 1: Sign in to the Capptions Direct web portal

Step 2: Select an organization

Click on the drop-down arrow in the top left-hand corner and select the organization you would like to create a form for.

Step 3: Click on Templates

Step 4: Click Create Form

Step 5: Enter form name

The Form name should be a title your team can use to identify as a form they would need to complete during an inspection

Step 6: Click Submit

Step 7: Add form section

To streamline the experience of conducting an inspection, you may need to structure your questions into different sections.

Step 8: Provide the section with a name

The sections can be organized according to different sets of questions or different areas of inspection. The name of each section can be changed.

Step 9: Add New Field

Every new field added represents a question that would be answered during an inspection. Questions can only be built within sections.

Step 10: Select a field type

Depending on the type of information you may want to retrieve from an inspection, select the appropriate field type to present the question.

Step 11: Insert a question

Step 12: Continue to build the form until completion

12.1: Follow steps 9-11 to add more questions to the form section

You can add as many fields as you might need in a section. Continue to build questions in a form until you're complete

12.2: Follow steps 7-11 to add new sections to the form

You can add as many form sections in a single form. This also means that you can merge two or more forms into a single form.

Step 13: Preview the form

Always preview how the form will look and proceed to fill in the form to confirm that you have built it in the desired manner for the inspection it is intended for.

Step 14: Click Publish to confirm form is ready to become part of a workflow.

Please note that before you can use the form, you need to do 2 more things:

14. 1. Add your form to a Workflow.

To learn how to add your form to a workflow, read the following article on How to build a workflow

14.2 . Assign your Workflow to a team

After creating a workflow, you have the option to assign it to one or more teams (refer to step 8 in the "how to build a workflow" article). Once assigned, team members will be able to utilize the form based on the settings within the workflow.

And that's how easy it is!

We hope this article is helpful in building a form. If you have any questions or concerns, please do not hesitate to contact our customer support team at support@capptionsdirect.com.

Thank you for choosing Capptions Direct as your EHS Management Software. We look forward to helping you make your workplace safer and more efficient!