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:
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.
Note: to create your first form in Fluix, please register a free 14-day trial account.
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:
Once the element is added, you may do the following:
Additionally, you may modify pages of your form:
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 firstname.lastname@example.org and we’ll be happy to help you.