Data collection in forms is an integral part of front-line staff’s jobs, while data review and analysis are everyday tasks for office staff. To ease the task for both teams, managers try to make digital forms easy to fill in and advanced enough to collect all the needed data.
Fluix is a platform that covers all the mentioned aspects:
- Form creation
- Form filling
- Workflow automation
- Data reporting
In this article, we will see how to create a fillable form in Fluix Form Builder. Fluix allows you to create a form in PDF or web format, depending on your preferences and needs.
How to create a fillable form in Fluix?
To create a web form in Fluix Docs, navigate to the Workflow setup section -> Form Builder.
The left menu contains a list of elements that can be added to your form by clicking on each.
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 you customize your forms by adding the text, your company’s logo, and a divider.
- Fields – displays the different types of fields 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 over it 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 one or multiple elements through the page with a simple drag-and-drop.
Additionally, you may modify the pages of your form:
- To add a new page, click Add Page at the bottom of the last page.
- To delete the page, click the garbage icon on the top right side of the page.
Once the form is ready, click Save Form in the upper right corner. You will be prompted to select how you would like to save the form: Upload to Fluix Storage or Download file directly.
In case you have any questions on setup, contact our team at support@fluix.io and we’ll be happy to help you.