Create a new form
The form builder now has 3 core sections and building a form will flow through each section, working left to right. - This training will guide the manual build of a form. - For building a form using excel, go here → [**Create New Form: Import from Excel**](https://talonsupport.freshdesk.com/support/solutions/articles/44002756158-create-a-new-form-import-from-excel/preview)
Create new form
1
Click "Forms"
2
Click "Create New Form"
3
Type to enter a unique form name. *Example: "Daily installation form"*
4
Start by naming the form. Double-click the "Form name" field.
5
Click and drag the question (control) type to the middle section.
About question (control) types: **checkboxes** → For a list of options, which users can select multiple answers, recommended for shorter lists of options. **date** → For quick selection and formatted input of a date. **date and time** → For a quick selection and formatted input of a date and time. **dropdown** → For compacting a long list of options into a small space, allowing users to expand (and search) the dropdown and select one option, recommended for longer lists of options. **email** → For email addresses, hyperlinked to prompt email from device. **phone number** → For phone numbers, hyperlinked to prompt call from device. **qr / barcode** → For QR or Barcode scanning, to retrieve a unique value embedded into the code. **radiobuttons** → For a list of options, which users can select only one answer, recommended for shorter lists of options. **text** → For short answers, typically one line, and often specific or unique, such as First Name/Last Name, Address Line, or unique ID number. **textarea** → For long answers, typically multiple lines of text, such as unique comments or descriptions. **tabs** → Rather than a specific answer style like the others below, tabs allow for you to add additional positions or sectors for the same set of questions. For example, if you have multiple items or equipment that require the same set of questions, you can add additional tabs to provide the required photos or images for each.
6
Double-click the "Name \*" to edit the question. *Example: "Installation type(s)"*
7
Optional: Click the "Required" field.
8
Double-click the options to edit the answer options for the question. *Example: "Concrete"*
9
Click "Add" to add more answer options.
Add Info (Talonview Teach)
10
Click "Info"
11
Click here to add an image from your computer. An example photo can help users in the field to better understand the question, standards, and/or expectations.
12
In addition to the example photo, add a description below. *Example: "See attached layers for new patio installation. Ensure the existing soil is the base layer."*
Add Conditions (Smart Forms)
13
With a question selected, click "Conditions"
14
Click "Add" next to an answer option to apply conditions: - Attach Form - Send Email - Add Video by URL - Show info pop-up
15
To attach another form when a condition is met, click "Add" → "Attach Form"
16
Then, select the form you wish to attach when this condition is met.
17
Click "Save"
18
To send an email notification when a condition is met, click "Add" → "Send Email"
19
Optional: Type a custom message here. Otherwise, the system will send a generic email including the question, answer, and session hyperlink when the condition is met.
20
Next, you can select one or multiple options below to determine which user(s) to notify when the condition is met: - All Participants (all users in the session) - Session Owner - Specific Users (other users not necessarily in the session, such as a distribution email group or department)
21
With specific users selected, you can enter the email address of the user(s) you wish to notify.
22
Click "Save"
As you are working with more complex forms, use the **Tree view** for quick selection/navigation between questions. Switch back to the **Components** view to add more questions.
23
Click "Save" in the upper-right corner to save the form. *Reminder: Forms can now be edited by the owner at any time.*
Coming soon - *Attributes* - *Dependencies* - *Validations* - *Workflows*
Create a new form
The form builder now has 3 core sections and building a form will flow through each section, working left to right. - This training will guide the manual build of a form. - For building a form using excel, go here → [**Create New Form: Import from Excel**](https://talonsupport.freshdesk.com/support/solutions/articles/44002756158-create-a-new-form-import-from-excel/preview)
Create new form
1
Click "Forms"
2
Click "Create New Form"
3
Type to enter a unique form name. *Example: "Daily installation form"*
4
Start by naming the form. Double-click the "Form name" field.
5
Click and drag the question (control) type to the middle section.
About question (control) types: **checkboxes** → For a list of options, which users can select multiple answers, recommended for shorter lists of options. **date** → For quick selection and formatted input of a date. **date and time** → For a quick selection and formatted input of a date and time. **dropdown** → For compacting a long list of options into a small space, allowing users to expand (and search) the dropdown and select one option, recommended for longer lists of options. **email** → For email addresses, hyperlinked to prompt email from device. **phone number** → For phone numbers, hyperlinked to prompt call from device. **qr / barcode** → For QR or Barcode scanning, to retrieve a unique value embedded into the code. **radiobuttons** → For a list of options, which users can select only one answer, recommended for shorter lists of options. **text** → For short answers, typically one line, and often specific or unique, such as First Name/Last Name, Address Line, or unique ID number. **textarea** → For long answers, typically multiple lines of text, such as unique comments or descriptions. **tabs** → Rather than a specific answer style like the others below, tabs allow for you to add additional positions or sectors for the same set of questions. For example, if you have multiple items or equipment that require the same set of questions, you can add additional tabs to provide the required photos or images for each.
6
Double-click the "Name \*" to edit the question. *Example: "Installation type(s)"*
7
Optional: Click the "Required" field.
8
Double-click the options to edit the answer options for the question. *Example: "Concrete"*
9
Click "Add" to add more answer options.
Add Info (Talonview Teach)
10
Click "Info"
11
Click here to add an image from your computer. An example photo can help users in the field to better understand the question, standards, and/or expectations.
12
In addition to the example photo, add a description below. *Example: "See attached layers for new patio installation. Ensure the existing soil is the base layer."*
Add Conditions (Smart Forms)
13
With a question selected, click "Conditions"
14
Click "Add" next to an answer option to apply conditions: - Attach Form - Send Email - Add Video by URL - Show info pop-up
15
To attach another form when a condition is met, click "Add" → "Attach Form"
16
Then, select the form you wish to attach when this condition is met.
17
Click "Save"
18
To send an email notification when a condition is met, click "Add" → "Send Email"
19
Optional: Type a custom message here. Otherwise, the system will send a generic email including the question, answer, and session hyperlink when the condition is met.
20
Next, you can select one or multiple options below to determine which user(s) to notify when the condition is met: - All Participants (all users in the session) - Session Owner - Specific Users (other users not necessarily in the session, such as a distribution email group or department)
21
With specific users selected, you can enter the email address of the user(s) you wish to notify.
22
Click "Save"
As you are working with more complex forms, use the **Tree view** for quick selection/navigation between questions. Switch back to the **Components** view to add more questions.
23
Click "Save" in the upper-right corner to save the form. *Reminder: Forms can now be edited by the owner at any time.*
Coming soon - *Attributes* - *Dependencies* - *Validations* - *Workflows*
