Create and publish a form

A form is a list of questions your team answers inside Kluvan. You build it as a draft, then publish it so people can fill it in.

Before you start

• Forms must be on your plan and switched on. See Pick your apps.
• You need the right Manage Forms.

Steps

1. Open Forms and stay on the Forms tab.
2. Under New · Forms, type a Title and an optional Description.
3. Select Create record. The form opens as a draft.
4. Under Actions, open Add field.
5. Type a Field key, for example meter_reading, and the Label people will see.
6. Choose the Field type: Text, Long text, Number, Date, Choice, Checkbox or Email.
7. Tick Required if the field must be answered.
8. For a Choice field, type the options in Choices (one per line).
9. Select Add field. Repeat for each question.
10. Open Publish and select it. The form shows Published and its version number.

Good to know

• A form holds up to 20 fields. A field key starts with a letter and uses only letters, numbers and underscores; each key is used once.
• A choice field needs between 2 and 20 options.
• To change a published form, add or remove fields and select Publish again. Each publish is a new version, up to 25 per form. Submissions already made keep the version and answers they had.
• Close submissions stops new submissions to a published form.
• There are no file, photo, signature or location fields, and forms cannot be filled in by the public: only signed-in members of your organisation fill them in.
• With several branches, each branch keeps its own forms. Choose the Branch at the top.
• Next: fill in a form and review submissions.