How to create a fillable form | Fluix Form Builder
Data collection in forms is an integral part of the job of frontmen, while data review and analysis is a common work for office staff. To ease the task for both teams, managers try to make digital forms easy to fill in, and advanced – to collect all needed data.
Fluix is a platform that covers all the mentioned aspects:
- Form creation
- Form filling
- Workflow automation
- Data reporting
In this article let’s see how you can create a fillable form in Fluix Form Builder. Fluix allows you to create a form both in a PDF format, or web form, depending on your preferences and needs.
How to create a fillable form in Fluix?
To create a Web form in Taskstreams, navigate to Setup -> Form Library, and select Create Form.
To create a PDF form, navigate to Actions, and select Create a PDF Form.
Once done, you will be asked to choose whether you want to create a new form or select the one from existing forms from the Fluix storage or the local files on your computer to edit it further. Depending on your selection, you will be redirected to the Fluix Form Builder showing either a blank page or the document you’ve picked before.
In both cases, you will see the menu on the left containing a list of elements that can be added to your form upon clicking on each of them.
The elements are divided into three different groups:
- Blocks – allow using presets of the most commonly used fields combined into blocks for your convenience.
- Layout – lets customizing your forms by adding the text, your company’s logo, and divider.
- Fields – provide you with the fields of different types to allow users to fill out the most relevant information.
Once the element is added, you may do the following:
- Modify its properties by clicking on it on the page.
- Duplicate or delete the element by hovering it over and selecting the option.
- Select one or multiple elements by clicking on it/them, continuing to hold down to draw a selection box, and selecting the necessary element(s).
- Move the one or multiple elements through the page by a simple drag-and-drop.
Additionally, you may modify pages of your form:
- To add a new page, click Add Page at the bottom of the last page.
- To delete the page, click a garbage icon on the top right side of the page.
Once the form is ready, click Save Form in the upper right corner specify its name and click Save.
Once done, the form will appear in the Form Library from where you may select it while configuring a Taskstream.
In case you have any questions on setup, contact our team at support@fluix.io and we’ll be happy to help you.