Key Points

• Forms control how data is collected and stored in FlowLogic.

• You must have the correct permissions to access Form Management.

• Forms can be created, edited, activated, or archived.

• Fields define the structure and layout of each form.

• Bulk Add Fields allows you to create multiple fields quickly.

• Once saved, forms can be added to sections in the system.

Accessing Form Management

To manage or create forms:

1. Click the System Menu (top right).

2. Select Forms.
   
   

Note:
This option only appears if your user account has the correct permissions.

If you cannot see it, speak to your administrator.

Understanding the Form Management Page

The Form Management Page is your central hub for all forms.

For each form, you will see:

• Form ID

• Form Name

• Description

• Path (where the form sits — e.g., Staff, Participants)

• Record Number (how many entries exist)

• Last Modified Date

• Status (Active or Inactive)
  

You can:

• Adjust entries per page

• Navigate between pages

• Use the search bar to locate specific forms

Creating a New Form

Step 1 – Click Add New Form

This opens the Form Details Page.

Step 2 – Enter Basic Details

• Form Name
  Example: Test Form

• Description
  Example: Testing a new form layout

Step 3 – Limit per Primary Record

This controls how many times the form can be created under one record.

Options:

• Unlimited (default)

• Set a specific limit (e.g., 1 per staff member)

Most forms remain Unlimited.

Step 4 – Active or Inactive

• Active → Form is immediately available.

• Inactive → Form is hidden until ready.

You can activate it later.

Step 5 – Advanced Settings

You may see:

• System Tags

• Revisions

• Advanced Settings

These are more technical and can be configured later.

For now, basic details are enough to begin.

Adding Fields to the Form

Once the form details are saved, go to the Fields tab.

Initially, there will be no fields.

Adding a Single Field

Click Add Field.

This opens the field settings window.

Example: Creating a First Name Field

1. Enter Field Name → “First Name”

2. (Optional) Enter a Short Name

3. Choose Field Type → Text Field

4. Click Apply Settings

The field will now appear in your form layout.

Understanding Field Types

FlowLogic supports many field types, including:

• Text Field

• Date Field

• Dropdown List

• Checkbox

• File Upload

• On-Screen Signature

• Full-Width Text Box

• And more

Choosing the correct type ensures better data accuracy.

Using Bulk Add Fields

If your form requires multiple fields:

Click Bulk Add Fields (top right of the Fields section).

This allows you to:

• Add multiple field names at once

• Select basic field types

• Quickly build form structure

Example Bulk Fields

You might add:

• Last Name → Text Field

• Date of Birth → Date Field

• Upload Document → File Upload

• Signature → On-Screen Signature

• Additional Notes → Full-Width Text Box

Click Add Fields to generate them instantly.

Rearranging and Editing Fields

After adding fields, you can:

• Reorder them

• Edit labels

• Adjust field types

• Refine layout

Review carefully before saving.

Saving the Form

Once your structure is complete:

1. Scroll to the bottom.

2. Click Save.

Your form is now created.

If active, it is ready to be added to a section.

What Happens Next?

Creating a form does not automatically place it in the system.

To make it visible to users:

• Add it to the appropriate Section

• Configure Section Permissions

• Assign appropriate Group Access

This will be covered in the section configuration

Outcome

You now understand:

✔ How to access Form Management
✔ How to create a new form
✔ How to configure basic settings
✔ How to add individual fields
✔ How to use Bulk Add Fields
✔ How to activate and save a form

Forms are the foundation of data collection in FlowLogic.
Once you’re comfortable building them, you can fully customise your system to match your organisation’s workflows.