Forms

A form is a template used by businesses to collect information. They’re typically created to obtain a particular set of information a business needs from its audience members. The form can be used to serve any purpose like conducting surveys, collecting feedback, booking orders, capturing sign-in and sign-out information, collecting customer information, etc. Forms reduce paperwork, minimize the time spent in processing, and enable faster transmission of data.

The Effort form builder is bundled with 47+ data types to capture the information you need. You can define validations, conditions, and restrictions to customize the form fields to fulfill the various business needs. The publishing options simplify the data capturing process and allow you to capture information from both internal and external users. Also, you can make the form as an activity, assign approval flows, manage customers, lists, works, etc. Here are some configurations that you can define for a form template:
  • Make a field appear based on the value of another field
  • Add extra pages to the form
  • Enable approval workflow for the form
  • Restrict form availability to certain employee groups
  • Send an email notification to administrators whenever a form is submitted
  • Validate fields using a number of different criteria
  • Define Form Rules to create dynamic form behavior (for example, show or hide a field based on input in another field)
  • Drag and drop fields onto the fields canvas
  • Clone a form from the Forms Marketplace instead of starting a similar form from scratch

Various reports can be generated based on the data collected through forms. These reports help organizations to make informed decisions and analysis.

When creating a new form, you can choose to either start with a blank form or use one of our existing templates from the marketplace and customize it.