Using forms: Overview

Use forms to create the surveys that you send to users.

To enable the new Forms feature, contact your Customer Success Manager.

When forms are enabled, you can grant permissions to users in the Configuration section of the PERMISSIONS tab for the user role. For example to create forms, the Manage Forms permissions must be set to Read, Add, Edit.  

Before, when you created a survey, you had to create the actual survey when you added the fulfilment workflow. This involved  creating a survey, and then adding variables, and then adding the variables to the survey. Depending on the number of fields that needed to be added to a survey, this could become a laborious, piecemeal,  and time-consuming process.

 Forms don't replace the current process for adding surveys. Instead, they provide you with an easier, quicker, and more intuitive way to create surveys. 

To create the survey, you use a form.

From the Configuration menu, click Forms.

You can use forms to build simple or complex surveys with one or more steps and sections. And, you can pick fields and user interface elements from the sidebar.

When you select a field or user interface element, the properties of the item is displayed in a sidebar so you can configure the name and other properties such as rules for displaying the field or whether the field is mandatory. 

For more information, see Form fields.