Forms
Create a form
Admins onlyGrowth and above
Build a form in the Form Library for your clients to fill in.
Where:SidebarForm Library
- Select Form Library in the sidebar, then select Create Form.
- Enter a Form Name and, if you like, a Description.
- Add the pages, sections and fields you need. Add pages, sections and fields shows how.
- Select Create Form. To keep working, select Save & Continue instead.
Good to know
- A new form is a draft, so you cannot attach it to a task until you publish it.
- The form name and description are what the client sees at the top of the form.
- Hydi limits how many forms a business can have, and it refuses to save once you reach that limit.
Related
- Add pages, sections and fieldsLay out a form with pages, sections and the questions your client will answer.
- Publish a formMake a draft form available to attach to client tasks.
- Attach a form to a taskGive a client a published form to fill in as part of a task.