We are going to show you how to build a mobile form using doForms, step-by-step. When you’re finished, it’s going to look like this:
Let’s get started!
Creating A New Mobile Form
When you log into your doForms account, this is the first screen you’ll see:
On the left-hand side of the screen, you’ll find the form-building components.
Adding Components To Your Mobile eForm
Using Your Mobile Electronic Form To Create An Employee Survey
Now let’s get a little more sophisticated by creating an employee survey, using the Questionnaire function.
To add survey questions, you can use the “Choose One” function, the “Select Multiple” function or the “Score” function.
For this example, we are going to use the “Select Multiple” function, setting the answer to “yes” and the caption to the question you wish to ask.
Then, you simply use the duplicate button to create additional questions, changing the caption for each question.
Finalizing Your Mobile Form
Adding pictures to doForms is easy: simply use the “Image” function and use the caption to give your picture a name.
Next, you want the employee to sign the form. Click on the “Signature” function. You can use “Hint” field, to add any legal disclaimer that might be required.
You can automatically send the form as a .pdf using the email function. All you need to do is capture the email address. Remember, you can use “Hint” in most of the functions to provide additional instructions on how to enter questions.
Once your form is complete, add an action button, give the button a title and then choose the “Send and Save” action.
Previewing And Publishing Your Mobile Form
To get a sense of what your form will look like, and how it will function on a mobile device, click “Preview”. You can enter data in the Preview, so go ahead and try out your form.
Once you’re happy with your form, hit the “Publish” button, give your form a name and click “Save”.
Then, pet yourself on the back – you’ve built your first doForm!