Digital Forms Template

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.

For more on form template, check out this guide.