Form Builder¶

Form Builder is where you create and update the structure of your forms.

Use it to define the fields parents need to complete, organize the form flow, and prepare the template for sharing.

Each template is made up of one or more steps, and each step consists of blocks.

A block can represent a field, text, or a custom HTML component. Both steps and blocks have an internal unique ID that is visible only while modifying the template.

When building a form, focus on:

• asking only for the information you need
• keeping the form clear and easy to complete
• matching the form structure to your lead, enrolment, or re-enrolment process

A well-structured form improves completion rates and makes submissions easier to review.

Manage Language Options¶

Use language options to define which languages are available in the form template.

This allows you to create multi-lingual forms and maintain the content shown to parents in each supported language.

Manage Steps¶

Steps help you break the form into clear sections.

You can use steps to organize the flow of the form and make longer forms easier for parents to complete. Select the step you want to work on before adding or updating its blocks.

Step Title¶

Each step can have its own title.

Use step titles to clearly describe what information parents are expected to provide in that part of the form.

Blocks¶

After selecting the step you want to modify, click the add block button to append a new block to that step.

The blocks can be reordered by using the arrows. To delete a block, click the trash bin icon located next to it.

Modifying a Block¶

Click the pen icon next to a block to open the block configuration dialog.

Each block includes the following settings:

• Label defines the name of the field.
• Description adds optional information shown underneath the label.

Both label and description can be changed in the content section.

For choice, multi-choice, and select blocks, an additional options section is available in the dialog. There you can predefine the options available for the user to select.

Each option has its own unique key, visible only during template modification, and display values for each language.

You can also use conditions to show a block only when the value of another field is equal to one or more values that you define.

Saving¶

Changes made to the template are not applied automatically.

After all desired modifications are complete, click the save button in the top-right corner.

If there are unsaved changes, an indicator next to the button will remind you.