Create New Form Types

Account administrators are able to create new form types. This is a preliminary step to using the Forms modules and is typically done during the initial account configuration. If your account is configured with import capabilities, then you can also import forms. If not, to make the process of creating forms a little easier, it's good to have the hard-copy or electronic form handy so that you have a visual of what the sections and fields of the forms will be. If you do not have an actual form to base this e-Builder form on, it is a good idea to sketch a draft of the form before actually creating it in the system, so that the process is much smoother. Ideally, the questions you should have answered before creating the form are:

  • What kind of form are you creating?
  • Is this a standard form or a project issue form?
  • Should this form be accessible on e-Builder Mobile™?
  • What questions make up this form?
  • What form fields do you need?

To create a new form type

  1. Go to the Manage Form Types Page.

    2. For instructions, see Access Manage Form Types Page.

  2. Click Create New Form Type.

    3. The Create New Form Type page is displayed.

  3. Complete the required fields.
  4. Click Create.

    5. The Sections tab displays.

  5. Add the required number of sections.

    6. For instructions, see Manage Form Sections.

  6. Click Next.

    7. The Edit Fields tab is selected.

  7. Add Form Fields.

    8. For instructions, see Manage Form Fields.

  8. Click the Preview tab.
  9. Review the form for accuracy.
  10. Click the Permissions tab to update form permissions. For instructions, see Manage Form Permissions.

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