To manage your e-forms, this is found under Users > Setup > e-form
Creating a new form
Forms are created by administrators to be filled in by users and saved for company records on Altora.
How to create an e-form
- Navigate to Settings at the left side menu
- Click ‘Manage’ on e-form properties
- Click 'Add New E-Form'
- Fill in name, description, and instructions
- Click ‘Save’
- Add desired fields to the e-form
- Publish the e-form when ready
Configuring form fields
You can create new e-forms by clicking the Add New E-form button in the top right corner.
To edit existing e-forms:
- Navigate to the e-form you want to edit
- Select ‘edit’ next to the specific fields to bring up the edit modal
An e-form can have five types of fields:
Heading configuration:
A heading is a read-only piece of text that can help divide an e-form into logical sections.
- Heading - the heading text that will be displayed on the form
Text configuration:
Text is a read-only part of the form, useful for instructions and explanations within the e-form.
- Content - the text that will be displayed on the form
Text field configuration:
A text field is a field type that a user will provide input for, for example entering a name or a contact phone number
- ‘Required’ - whether or not the user is forced to complete this field
- ‘Min chars’ - the minimum input length required from the user
- ‘Max chars’ - the maximum input allowed from the user
- ‘Numbers only’ - user input is limited to numbers
- ‘Letters only’ - user input is limited to letters
- ‘No restrictions’ - user input can be numbers or letters
Drop-down configuration:
A drop-down is a field type where a user makes a selection from predefined values
- ‘Required’ - whether or not the user is forced to complete this field
- 'Option' - the options within the drop-down
Multiselect configuration:
A multiselect is a field type that a user may choose one or more options for.
- ‘Required’ - whether or not the user is forced to complete this field
- 'Option' - the options within the multi-select