Form templates enable you to collect project relevant data from customers and seamlessly integrate that information into your projects. You can add forms as part of your project plan or share it as a link and seamlessly view form responses within the respective projects. In this article we will learn how to setup forms, view responses, set up automated actions that follow form submissions and enable sharing permissions.
In this article
No time to read? Here is a quick video on how to setup and customize form templates:
Builder
Using the Form Builder tab from the Form Template, you can add questions to the form. Choose from a wide range of answer formats and add options for conditional questions.
Question Properties
Whenever you choose a question type, you can edit it in the Question properties tab from the right side of the screen.
- Description
This option lets you add a short description to explain the question. - Required
This option lets you mark the question as a required field.
Themes
The Themes section lets you customise the form using your brand's colour theme as well as by adding images and backgrounds.
- Header Image
The Header image is a graphic added as the header of your form. You can choose from a variety of default image options or you can add your own custom image.
- Theme Colours
The Theme colour is the colour of the form background. You can choose from default colour options or provide exact RGB details of your brand's colour to personalise your forms.
- Background Image
The Background image provides the background for the form. You can customise the form by using a patterned background instead of solid colours.
Text
- Short text
The Short text option allows you to add a question that has a short text answer. You can type the question under Field label and click done to add the question to your form.
- Long text
The Long text option allows you to add a question that might have a long answer. You can type the question under Field label and click done to add the question to your form.
- Statement
The Statement option lets you add a statement to the form. You can even add a description to the statement to expand further. You can use this text option to share information with the respondent.
Choices
You can add questions that have only specific answers to your form so that it is easy for the recipients to choose as well as for you to record form answers.
Adding branches to a Choices type questions
You can add branches to a choices type question. Click on the 'Add a branch' button next to the option that needs a branch question to be added.
You can add any question type as the branch question.
- Radio
The Radio option allows you to choose from one of the predefined set of mutually exclusive options. - Checkbox
A checkbox question lets your responders select multiple answers from a list of options available. Use this question when you want people to be choose more than one answer option in the same question. - Single select dropdown
The Single select dropdown option allows you to choose one option from a list of multiple options. - Multi select dropdown
The Multi select dropdown option allows you to choose more than one options from a list of multiple options.
Grid Type Questions
The multiple-choice grid form has two sets of fields: rows and columns. The rows are the questions, and the columns are the answer options. There’s only one set of answers for all of the questions.
- Multiple Choice Grid
A multiple choice grid question lets your responders select multiple answers from the options available. Use this question when you want people to be choose more than one answer option in the same question. - Checkbox Grid
The checkbox grid option allows you to choose from one of the predefined set of mutually exclusive options.
Attachment
The Attachment question type lets the user add a file to the form which cannot exceed the file limit of 20MB.
Date
The Date question type option lets the user add a date to the form which can be entered in the DD/MM/YYYY format or can be chosen from an on-screen calendar.
Currency
The Currency question type allows you to add numeric values to the answer. You can set the default currency type to ensure uniformity.
Contact Info
- Phone
The Phone question type allows you to add numeric values to the answer. You can set the default country code for the phone number. - Email
The Phone question type allows you to add email ids to the answer.
Number
The Number question type allows you to add numeric values to the answer.
Rating
The Rating question type allows you to add star ratings as the answer. The default option is from a scale of five stars.
Project Fields
When a form is submitted with a filled in value, the project field for that project will be updated. The form shows the list of default and custom project fields from your account that can be added.
Status
You can choose the project from the list of default options that include Cancelled, Blocked, Proposed, In Planning, To be Staffed, In progress, Completed.
Task Fields
Add task fields to the form. Any response to these questions will be synced to the task fields if 'Task Automations' is enabled from the Automations tab. The form shows the list of default and custom task fields from your account that can be added.
- Task Name
Add a new task to your project by providing Task name details. - Task Description
Add a description to the new task in your project by providing Task description details. - Priority
Add a priority to the task. You can choose between High, Medium and Low from the option choices. - Status
Add a priority to the task. You can choose between To do, In progress, Completed and Blocked from the option choices.
Responses
View all responses submitted by project members in this section and download the file if necessary.
Automations
Set up automations to create a task in the project upon submission of a form. And add conditions to add the newly created task under a particular phase of a project template
Settings
Here, you can choose to receive single or multiple responses and restrict sharing.
Hey! Here's hoping that this support document was useful. You can write to us at care@rocketlane.com in case of any queries.