Digital Forms Template

    Last updated on 

    Digital Forms is a feature that allows for the collection and management of information through digital forms accessible via the Staffinc Work app. Here are the steps to access, create, and manage form templates:

    Accessing the Form Template Page

    1. Navigate to Form Template

    • Open the application and log in to your account.

    • Click on Digital Forms > Form Template. 1.png

    • On the Form Template page, you will see a list of previously created forms.

    Creating a Form

    1. Click Create Form Template

    • Click the Create Form Template button in the upper right corner. 2.png

    • You will be directed to the Create Form Template page.

    2. Fill in Form Data

    • a. Basic Information Field 3.png

      • Form Template Name: Enter the name of the form template (mandatory).
      • Form Template Description: Add a description of the form template (optional).

    • b. Field Page 1 4.png

      • Page Title: Enter the title of the page (mandatory).
      • Jump To: Specify the next page to navigate to.
    3. Determine Questions

    • a. Input Type and Question Label

      • Determine the Input Type. There are various types, such as:

        • Text
        • Number
        • Phone Number
        • Address
        • Dropdown Single Select
        • Dropdown Multi Select
        • Radio
        • Checkbox
        • Open Camera or Upload Photo
        • Currency (IDR)
        • Upload Image and Docs
        • Upload Video
        • Upload Audio
        • Fixed Location
        • Open Camera
        • Linear Scale
        • Branch
        • QR Scanner 5.png 6.png 7.png

      • The Question Label must match the Input Type. Examples:

        • Name: Text 8.png
        • Number: Number 9.png
        • Address: Address 10.PNG
        • Video: Video 11.PNG
        • Dropdown: Dropdown 12.PNG

    • b. Fill in Prefilled Text

      • Fill in prefilled text as needed. It can be commands, statements, or questions. 15.png

    • c. Fill in Caption

      • Fill in the caption as needed. It can be commands, statements, or questions. 16.png

    • d. Require Unique Answer (Optional)

      • If enabled, form respondents cannot provide the same exact answer. 17.png

    • e. Minimum Character

      • You can set the minimum number of characters that can be submitted. Enter the number of characters required. 17a.png 17b.png

    • f. Maximum Character

      • You can set the maximum number of characters that can be submitted. Enter the number of characters allowed. 17c.png 17d.png

    • g. Enable Custom Value

      • Enable if you want to allow form respondent to provide their own answers outside of the predefined options. 18.png

    • h. Enable Logic Jump

      • For Question Types like Dropdown and Radio, enable Logic Jump to control the flow of questions. 13- lo.png

      • For example, if an employee selects "Yes," the next page or question will be different from those who answer "No." 14- lo.png

    4. Add Questions and Pages

    • Click Add Question to add more questions. 19.png

    • Click Add Page to add more pages. Each page can contain multiple questions. 20.png 21.PNG

    5. Review Form

    • Once you have finished creating the questions, click Next Page. 22.png

    • You will be directed to the Logic Jump page to review the page flow.23.PNG

    • If any flow is incorrect, click the Jump To button and specify the correct page. 24.png

    6. Save Form
    • If everything is correct, click the Create Form button. 25.png
    • The new form will appear in the Form Template list and will be considered as a template. 26.PNG

    By following these steps, you can efficiently create and manage digital forms, ensuring all necessary information is collected and organized properly.