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In this Page
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CREATE A NEW FORM
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The Form Admin tab provides a list of all existing forms that have been set up in Lucidity InForm. From here, administrators can create new forms and view, edit, copy, archive or delete existing forms. |
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Video: Form Admin Overview |
From the Form Admin tab, administrators with relevant permissions can:
Create, edit and view forms
Copy, archive or delete existing forms
Export lists of form details to Excel
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There are two pages that are required to be populated in order to create a complete form - the Admin page and the Edit page. The Admin page is where basic details for the form are entered whilst the edit page is where the form itself is built.
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Start a New Form
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Video: Form Admin Page |
To create a new form, from the Form Admin tab:
Click 'Add New'
Complete the fields (see table 'Definitions of Fields' below)
Click
'Save' to save the form and return to the From Admin page
'Save and Next' to continue to the form fields editing page
The details captured for each form may vary slightly between each system configuration. Fields marked with * are mandatory.
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Admin Settings
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Name | Enter a relevant name for the form |
Description | Enter a relevant description for the form |
Public Enabled | Select to enable to form to be accessed by users with no log in requirement See the Public Forms page in this user guide for more details. |
Public Form URL | Shows the URL and QR Code that can be copied and used to direct people to the specific form |
Public Attachment Enabled | Select to allow public users to add attachments to their form record Note: actions will NOT be available in public forms due to the fact respondents have no additional Lucidity access. Logged in users accessing the form will be able to create actions as normal. |
Mobile Enabled | Checking this box enables mobile device compatibility for the form using the Lucidity App. If not enable, the form can still be accessed on a mobile device but only via a web browser. Note: Forms that are publicly enabled will automatically be mobile enabled. Therefore the field will not be available for selection. |
Include Asset Drop-Down | Select from:
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Asset Usage | If 'Yes' is selected for 'Include Asset Drop-Down' then the “Include Usage Reading” will display as shown below. Select “Yes” to enable users to enter a usage reading for an asset via this form.  |
Additional Asset Fields | If 'Yes' is selected for 'Include Asset Drop-Down' the asset fields to be included must be selected from the drop-down. The selected fields will display information about the asset (from the Asset module). Any combination of fields (all all) can be selected. |
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 The completed form will then display within the Asset module where it can be opened and edited as required. Refer to the Asset Register page in the Asset user guide for more details on viewing forms from within Asset. |
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Score On | Select from:
See the Scoring section on the Special Features page in this user guide for more details. |
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Form Group | Form groups allow for scoping of forms and are used to determine where and who the form is visible to. A form MUST be allocated to 1 form group. The option is available to add to multiple form groups if required. Form groups are created via the Settings tab. Refer to the Settings page in this user guide for more details. |
Save | Save this form and return to the form groups. The form can be accessed at a later date to access the edit page and add questions. |
Save and Next | Save this form and progress to the next stage - Edit Form |
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Webinar: InForm Workflow Approvals & InForm - Asset Integration Pt 2 Webinar (Aug 2020) Inform Workflow Approvals: starts immediately and continues to the 26 minute mark |
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Webinar: InForm Scoping and Asset Integration |
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(May 2020) Intranet Scoping by Bulk: 0min - 8 mins |
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Webinar: How to Build Forms in InForm Webinar (Sep 2018) |
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Webinar: Get the Most Out of Your Data (Feb 2021) Inform Action Integration: starts immediately and continues to the 5:23 mark |