Configuring the Forms

Created by Nadia Ismael, Modified on Mon, 16 Oct, 2023 at 1:56 PM by Nicola W

After the template has been added to the Forms, it can be configured. Follow the instructions below on how to configure the Forms:

1. Login to Smart Central. Then click Account from the top menu bar. Select setup org from the dropdown menu.

2. Edit Organisation page appears. Then, click Forms

3. Form Templates page appears. Then, click Configure

4. The questions page appears. Then, click Add

A row to add questions appear. Set the following details:

● Type - select from the dropdown menu for the type of Question
● Required- Set if the question required to be filled out/not
● Label
- Key
- Description
Order - Enter number value

5. Click Publish to save the entries. a notification appears on the bottom.

6. Go back to Services> select Centre> Forms to see the published view. Select the published form from the Forms dropdown menu and click Add.

7. Preview of the form appears. Keep adding and configuring the questions as desired.