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The Form Admin section of the User Guide is split into several section. Use the links below or on the left-hand side to navigate to the required section.

On this page:

Sub-pages:

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FORM ADMIN

Form Admin

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.

Video

How to Build Form in InForm Webinar

Click the video below to view a 45 minute comprehensive training Webinar focusing on Building Forms in Lucidity InForm. 


NOTE: This Webinar was recorded in September 2018. Any updates to the Build Form tools since then will not be included.

Video

Lucidity InForm: 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

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.

Create New Form: Admin Page

Video

Lucidity InForm: Form Admin Page

To create a new form, from the Form Admin tab:

  1. Click 'Add New'



  2. Complete the fields (see table 'Definitions of Fields' below)
  3. Click
    1. 'Save' to save the form and return to the From Admin page
    2. '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.


Definition of Fields: Admin Page

NameDefinition
NameEnter a relevant name for the form
DescriptionEnter a relevant description for the form
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.

Mobile Enabled Forms

It is recommended to keep the number of forms that are mobile enabled to 100 maximum to avoid complications when utilising the app. In addition, each mobile enabled form should have a maximum of 100 form fields. Complications may arise if these recommended limits are exceed.

Include Asset Drop-Down

Select from:

  • No - Assets will not be included as part of the form
  • Yes - This will include an asset drop-down at the top of the form. It enables a form record to be linked to an asset and supports filtering and other options
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.

Score On

Select from:

  • Entire form - score will be based on every question where a score is applied, even if an answer is not provided.
  • Responses submitted - score will be based on every question where a score is applied, only if an answer is provided.

See the Scoring section in this user guide for more details.

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.

SaveSave 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 NextSave this form and progress to the next stage - Edit Form


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