📖Form Builder Guide

The form builder allows admins to create and customize review forms for Self Review, Manager Review, and Peer Review. This guide explains how to use the form builder effectively to tailor review forms

Form Builder

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.