Getting Started with the Form Builder
The Form Builder is a tool in WriteUpp that can be used to create your own custom assessment forms.
- To access the Form Builder, go to Settings -> Assessments and click on the green Create New Assessment Form button at the bottom of the screen:
- Give your assessment a Name and an optional description
- You can now start adding fields to your form...
You can choose between 2 different layout styles:
- Full width - where the chosen field will cover the full width of the form
- Split view - where fields will appear side by side in two columns
And from different field types:
- Text - designed for a few words or a short sentence.
- Paragraph - a larger text entry field, with choices of 256, 512 or 1024 characters.
- Single Choice - gives clients the option to choose one answer from a number of possibilities. Possibilities can be listed horizontally or vertically.
- Multiple Choice - allows clients to choose multiple answers from a list of possibilities. Again these can be listed horizontally or vertically.
- Options List - displays a dropdown list for clients to choose their answer
- Signature - inserts a box for an electronic signature to be captured
- Annotation - inserts an image of your choice that can be annotated with text and freeform scribbles
- Heading - adds a heading to a section of your form
- Helper Text - used to provide instructions or guidance when completing a form
- Horizontal Line - inserts a horizontal line into your form
- Date - allows a date to be selected from a calendar or manually entered in the format DD/MM/YYYY
- Smart - a set of predefined fields which once completed, can populate the matching field of the Client Summary
- Import - allows you to reuse a field you've already used in another form
- Any Forms that you create in the Form Builder will automatically be added to 'Your Assessment Collection' and favourited. When a form is “favourited” it is made available to your team and can be accessed via Create -> Assessment for use with clients either in clinic or sent to them as a smart form.
If you want to remove a form from your Favourites, head to Settings -> Assessments, click on the three dots at the end of the row of the form you wish to remove and click on 'Remove From Favourites':
For a look at the Form Builder, this video can be very useful. In it, we take a look at how the different fields and layouts work, and build a form step by step. If you need a hand with anything, please drop the team a message!
Updated on: 21/12/2023
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