Custom Forms | Scribe

Custom Forms

  • Will Stevenson |
  • 0 step |
  • 3 minutes
  • OnboardOnboard
Click "Settings"
Scroll down to "Custom forms"
Click and enter the name of the custom form. Set an internal description to easily distinguish between forms.
Use the "Add field..." dropdown to select existing custom fields or click "Create new" to create a new custom field.
Pro Tip! All the users data will automatically be included in the submission, so no need to add name, email, etc. to the form.
Create the custom field and it will be automatically added to the form.
To require the field to be submitted, check "Required"
There are several options when creating a form, including allowing multiple submissions, requiring the form submission for the tasks to be completed, and automatically marking the task as complete, when the form is submitted.
Click "Save" to create the form
Navigate to your "Global tasks"
Click the Global Task that you'd like to attach the form to and click "Add form..."
Select the correct form and save the task.
After creating a new map, click on the task name where the form lives
Pro Tip! If you have existing Maps that you'd like to add the form to you can rerun the Map or manually add it to the task. To learn more about rerunning maps, check out these helpful article: Adding a new Global Task to an existing Map & How to refresh a Map task against a Global Task
You'll see the form inside of the task
Your customer will also see the form on the task in the customer portal
Want to make guides like this in seconds? Yes, it's really that fast.
0 Selected
This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe