HydiHelp
Forms

Add pages, sections and fields

Admins onlyGrowth and above

Lay out a form with pages, sections and the questions your client will answer.

Where:SidebarForm Library

  1. Select Form Library in the sidebar, then select Create Form, or select Edit on a form you already have.
  2. To add a page, select Add Page (the plus icon beside Pages) and enter a Page Title.
  3. To add a section, select Add Section. Enter a Section Title, choose a Layout of Single Column or Dual Column, and add a Summary if the client needs instructions.
  4. To add a field, select its type under Field Types, such as Text, Radio or Date. If the page has more than one section, choose which section it goes in.
  5. Set up the field. Enter a Label and any Help Text, and turn on Required if the client must answer. For Radio and Multi-Choice, enter the Choices, one per line.
  6. To reorder pages, sections or fields, drag them by the handle on the left. To delete one, select Remove Page, Remove Section or Remove Field and confirm.
  7. Select Save & Continue, or Create Form or Save Form & Close.
Good to know
  • Text Block adds instructions with no answer, and Blank Space leaves a gap in a Dual Column section.
  • Fields that ask a question need a Label, and Radio and Multi-Choice fields need at least two choices.
  • You cannot remove the last page of a form or the last section on a page.

Related

  • Set default answersFill in a field's answer ahead of time so your client only changes it if it is wrong.
  • Preview a formCheck how your form looks and reads before you publish it.
  • Publish a formMake a draft form available to attach to client tasks.

Create a form

Build a form in the Form Library for your clients to fill in.

Publish a form

Make a draft form available to attach to client tasks.