Forms
The objective of this article is to guide team members on utilizing advanced features in forms to collect standardized information efficiently.
Key Steps
- Accessing Forms
- Navigate to forms in the main menu under data.
- Preview existing forms, delete, or create a new form by providing form details.
- Creating Form Fields
- Group fields into field groups.
- Select from five data types: text field, dropdown field, number field, date field, and range field.
- Customize field properties such as character limits, instructions, and prefixes/suffixes.
- Editing Form Settings
- Customize landing page with logos, fonts, and headings.
- Set up email confirmations, approval workflows, and rejection messages.
- Configure display guidelines for form submissions.
- Managing Submissions
- Review and manage submissions, including approval and rejection workflows.
- Customize rejection messages for rejected submissions.
- Sending Invitations
- Share forms with Trak users or publicly.
- Trak invitations sent and manage them, including resending or revoking invitations.
- Embedding Forms
- Customize form themes and display guidelines.
- Embed forms on websites for easy access and submissions.
Cautionary Notes
- Ensure data privacy and security measures are in place when collecting information.
- Double-check form settings and email templates for accuracy before sharing or sending invitations.
- Monitor submissions regularly to avoid missing important information or deadlines.
Tips for Efficiency
- Use field groups to organize form fields logically.
- Customize landing pages and email templates to align with branding guidelines.
- Utilize approval workflows for streamlined submission management.
- Embed forms on websites for easy access and increased response rates.