Creating a Custom Form
Step 1: Accessing the Form Builder
- Navigate to the Form Builder section.
- Click Create New Form or select an existing template.
Step 2: Adding & Modifying Fields
- Select predefined elements like:
- Text fields (for descriptions)
- Dropdown menus (for category selection)
- Checkboxes & toggles (for compliance tracking)
- Modify field labels, input types, and validation rules.
Tip
Use conditional logic to make certain fields appear only when specific criteria are met.
Step 3: Saving & Previewing the Form
- Click Save to store progress.
- Use the Preview Mode to see how the form looks before finalizing.