> For the complete documentation index, see [llms.txt](https://360-review-club.gitbook.io/360-review-club-users-manual/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://360-review-club.gitbook.io/360-review-club-users-manual/for-administrators/form-builder-guide.md).

# Form Builder Guide

<figure><img src="/files/huog79OrDZtz3M1UidrE" alt=""><figcaption><p>Form Builder</p></figcaption></figure>

## Accessing the Form Builder

1. Navigate to the **Review Cycle** page.
2. Select the type of form you want to customize: **Self Review Form**, **Manager Form**, or **Peer Review Form**.
3. Click on the relevant button to open the form builder interface.

## Form Builder Interface

The form builder consists of three main sections:

* **Element Buttons**: A set of buttons for adding new elements to the form.
* **Form Editor**: The area where elements can be customized, reordered, or removed.
* **Form Preview**: A preview panel to see how the form will look to the end user.

### Adding Elements to the Form

1. **Choose an Element**: Click one of the buttons below the instructions to add an element to your form:
   * **Short Answer**
   * **Long Answer**
   * **Dropdown**
   * **Single Checkbox**
   * **Linear Scale**
   * **Multi Checkboxes**
   * **Description**
2. **Edit the Element**: Click on the element in the form editor to customize:
   * **Label**: Change the label text to describe the question or prompt.
   * **Required**: Check the box to make the question mandatory for the respondent.
   * **Options**: For multi-option elements like checkboxes or dropdowns, enter options separated by commas.

### Reordering Elements

* **Drag and Drop**: Use the drag handle on the left side of an element to move it up or down within the form. This allows you to reorder questions as needed.

### Removing Elements

* **Remove Button**: Click the **Remove** button within the element box to delete it from the form.

## Previewing the Form

* The **Form Preview** panel on the right side of the screen updates in real-time as you add or modify elements. This helps you understand how the form will appear to users.

## Finalizing the Form

* **Save**: Click the **Save** button when you are satisfied with the form layout and content.
* **Discard**: If you want to discard any unsaved changes, click the **Discard** button.
* **Close**: Use the **Close** button to exit the form builder.

## Tips for Using the Form Builder

* Ensure that mandatory questions are appropriately marked to collect necessary information.
* Preview the form to verify the structure and user experience before saving.
* Use descriptive labels to make questions clear and easy to understand for respondents.