Adding a custom form

Oct 14, 2019

Different companies requires different forms as per their requirements, so the system offers this feature called custom form, that helps admin to create and customize forms according the company's requirement. It helps admin to create and manage custom forms.


Refer to the following steps to add a custom form:

  1. Navigate to: Control panel -> Custom Form

  2. Click on +Add button (given in the page navigation bar)

  3. A new page will open up showing Configure and Manage fields tabs

  4. Click on Configure tab (to configure the fields)

    1. Title: Enter the Title of the form

    2. Type: Select the Type of the form

    3. Applicable to: Select the person to whom the form is Applicable to

    4. Description: Enter the Description of the form

    5. Introduction: Enter the Introduction

    6. Click on Add (to add the data), option of Reset is also given (to remove the filled data)

  5. Click on Manage fields tab (to manage the fields)

    1. Name: Enter the Name of the field

    2. Description: Enter the Description

    3. Type: Select the Type

    4. Mark the check box to Make this field mandatory

    5. Click on +Add (to add the data), option of Reset is also given (to remove the filled data)

  6. Preview of the form will be available on right hand side, you can also add more fields by the options given on the left side

The form will be shown under the list of forms. To view the list of forms click on Custom forms button given on the top