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Create & Build Forms

Heather C.
  • Updated

A Form template is created in the Catalyst Portal.     

Jump to Section: [Create a Form] [Build a Form]

Insert Form Custom Fields: [Free Text] [Likert Scale] [Email] [Numeric] [Date Picker] [Time Picker] [Duration] [Signature] [Slider] [Multiple Choice] [Multiple Select]

Once a Form has been created, Administrators can rearrange, edit, or delete fields.

 

Create a Form

Start from the Administration tab. 

Admin_menu.png

 

Access Form Builder from the Administration Menu in the Administration Section.   
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  1.  Scroll to the bottom of the page and click New Form.
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  2. Enter a Name for the form. A Custom Identifier is created automatically based on the entered name.
  3. Select the Restricted Access checkbox if the form should only be accessible by certain security groups.

    NOTE: Select desired Security Groups if Restricted Access is desired.

  4. Click Save.
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Build a Form

Once a form has been created, click Actions and Edit to start custom building the form.
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Click Add New Entry to select a custom field. 
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There are three types of custom fields available:

Question – Insert fields that collect information from the user completing a Form on the app. There are several answer types. 

Text– Insert desired text into the Form. Text is left-aligned and unbolded. Use to insert information or instructions.

Section Break – Inserts text that is center aligned, bolded, and underlined. Use to insert headers in Form.

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Insert Question Field

FREE TEXT 

Free Text inserts an open text field where users can type using their device keyboard.

image.png Free Text example in the Catalyst App.

 

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*Denotes Required Field
  1. Click Add New Entry.
  2. Type - Select Question.
  3. *Entry Text - Format question or statement as it will display in the app.

    NOTE: Entry Text is a required field. This will display directly above the free text field. Check spelling and formatting as this is not editable once saved. To make changes, it must be deleted and recreated.

  4. Answer Type - Select Free Text.
  5. Maximum Length - Impose a character limit on the free text box. e.g., 1500 Maximum 

 

6. Is Required - Select if this field should be required in order to complete the form in the app.

7. Click Save.

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LIKERT SCALE

A Likert Scale is used to measure the users' preferences or degree of agreement with a statement.

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Likert Scale example in the Catalyst App.

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*Denotes Required Field
  1. Click Add New Entry.
  2. Type - Select Question.
  3. *Entry Text - Format question or statement as it will display in the app.

    NOTE: Entry Text is a required field. This will display directly above the Likert Scale. Check spelling and formatting as this is not editable once saved. To make changes, it must be deleted and recreated.

  4. Answer Type - Select Likert Scale.

5. Comma-Separated Choices - Dictates available options on the Likert Scale. Enter three to seven options separated by commas, in desired order from left to right. e.g., Strongly Disagree, Disagree, Neutral, Agree, Strongly Agree.

NOTE: Check spelling and formatting (i.e. capitalization or punctuation) as this in not editable once saved. To make changes, it must be deleted and recreated.

6. Is Required - Select if this field should be required in order to complete the form in the app.

7. Click Save.

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EMAIL

Insert a field that is specific for an email address.

image.png Email Address example in the Catalyst App.

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*Denotes Required Field
  1. Click Add New Entry.
  2. Type - Select Question.
  3. *Entry Text - Format question or statement as it will display in the app.

    NOTE: Entry Text is a required field. This will display directly above the Email field. Check spelling and formatting as this is not editable once saved. To make changes, it must be deleted and recreated.

  4. Answer Type - Select Email.

5. Is Required - Select if this field should be required in order to complete the form in the app.

6. Click Save.

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NUMERIC

Insert a field that is specific for numbers. This field will only accept numbers, not letters.

image.png Numeric example in the Catalyst App.

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*Denotes Required Field
  1. Click Add New Entry.
  2. Type - Select Question.
  3. *Entry Text - Format question or statement as it will display in the app.

    NOTE: Entry Text is a required field. This will display directly above the Numeric field. Check spelling and formatting as this is not editable once saved. To make changes, it must be deleted and recreated.

  4. Answer Type - Select Email.
  5. Minimum Number and Maximum Number - Restricts the range of numbers to be accepted by the form.

6. Is Required - Select if this field should be required in order to complete a form in the app.

7. Click Save.

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DATE PICKER

Insert a spinning picker that includes month, date, and year.

image.png

 Date Picker example in the Catalyst App.

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*Denotes Required Field
  1. Click Add New Entry.
  2. Type - Select Question.
  3. *Entry Text - Format question or statement as it will display in the app.

    NOTE: Entry Text is a required field. This will display directly above the Date Picker. Check spelling and formatting as this is not editable once saved. To make changes, it must be deleted and recreated.

  4. Answer Type - Select Date Picker.

5. Is Required - Select if this field should be required in order to complete a form in the app.

6. Click Save. 

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TIME PICKER

Insert a spinning picker that includes hour, minute, and am/pm.

image.png Time Picker example in the Catalyst App.

image.png

*Denotes Required Field
  1. Click Add New Entry.
  2. Type - Select Question.
  3. *Entry Text - Format question or statement as it will display in the app.

    NOTE: Entry Text is a required field. This will display directly above the Time Picker. Check spelling and formatting as this is not editable once saved. To make changes, it must be deleted and recreated.

  4. Answer Type - Select Time Picker.

5. Is Required - Select if this field should be required in order to complete a form in the app.

6. Click Save. 

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DURATION

Insert a spinning timer that records minutes and seconds.

image.png Duration example in the Catalyst App.

 

image.png

*Denotes Required Field
  1. Click Add New Entry.
  2. Type - Select Question.
  3. *Entry Text - Format question or statement as it will display in the app.

    NOTE: Entry Text is a required field. This will display directly above the Duration field. Check spelling and formatting as this is not editable once saved. To make changes, it must be deleted and recreated.

  4. Answer Type - Select Duration.

5. Is Required - Select if this field should be required in order to complete a form in the app.

6. Click Save. 

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SIGNATURE

Insert a field for a signature. User will use a stylus or finger to insert signature in app.

image.png Signature example in the Catalyst App.

image.png

*Denotes Required Field
  1. Click Add New Entry.
  2. Type - Select Question.
  3. *Entry Text - Format question or statement as it will display in the app.

    NOTE: Entry Text is a required field. This will display directly above the Signature field. Check spelling and formatting as this is not editable once saved. To make changes, it must be deleted and recreated.

  4. Answer Type - Select Signature.

5. Is Required - Select if this field should be required in order to complete a form in the app.

6. Click Save. 

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SLIDER

Insert a circle that can be dragged along a sliding scale where administrators choose the minimum and maximum.

image.png Slider example in the Catalyst App.

image.png

*Denotes Required Field
  1. Click Add New Entry.
  2. Type - Select Question.
  3. *Entry Text - Format question or statement as it will display in the app.

    NOTE: Entry Text is a required field. This will display directly above the Slider. Check spelling and formatting as this is not editable once saved. To make changes, it must be deleted and recreated.

  4. Answer Type - Select Slider.
  5. Minimum Number - Number selected when the slider is dragged completely to the left.

6. Maximum Number - Number selected when the slider is dragged completely to the right.

7. Is Required - Select if this field should be required in order to complete a form in the app.

8. Click Save. 

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MULTIPLE CHOICE

Insert a spinning picker that includes options of your choosing (numbers, words, phrases, etc.).

image.png Multiple Choice example in the Catalyst App.

image.png

*Denotes Required Field
  1. Click Add New Entry.
  2. Type - Select Question.
  3. *Entry Text - Format question or statement as it will display in the app.

    NOTE: Entry Text is a required field. This will display directly above the Multiple Choice. Check spelling and formatting as this is not editable once saved. To make changes, it must be deleted and recreated.

  4. Answer Type - Select Multiple Choice (Static List).

5. Comma-Separated Choices - Dictates available options on the picker. Enter options separated by commas, e.g., One, Two, Three, Four, Five, Six

NOTE: Check spelling and formatting (i.e. capitalization or punctuation) as this is not editable once saved. To make changes, it must be deleted and recreated.

6. Is Required - Select if this field should be required in order to complete the form in the app.

7. Click Save.

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Multiple Select

Insert a multiple-choice field where more than one option can be selected.

image.png

 Multiple Select example in the Catalyst App.

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*Denotes Required Field
  1. Click Add New Entry.
  2. Type - Select Question.
  3. *Entry Text - Format question or statement as it will display in the app.

    NOTE: Entry Text is a required field. This will display directly above the Multiple Select. Check spelling and formatting as this is not editable once saved. To make changes, it must be deleted and recreated.

  4. Answer Type - Select Multiple Select (Static List).

5. Comma-Separated Choices - Dictates available options on the picker. Enter options separated by commas, e.g., One, Two, Three, Four, Five, Six

NOTE: Check spelling and formatting (i.e. capitalization or punctuation) as this is not editable once saved. To make changes, it must be deleted and recreated.

6. Is Required - Select if this field should be required in order to complete the form in the app.

7. Click Save.

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Insert Text Field

Insert desired text into a form. Text is left-aligned and unbolded. User to insert information or instructions.

image.png Text example in the Catalyst App.

image.png

*Denotes Required Field
  1. Click Add New Entry.
  2. Type - Select Text.
  3. *Entry Text - Format statement as it will display in the app.

    NOTE: Entry Text is a required field. Check spelling and formatting as this is not editable once saved. To make changes, it must be deleted and recreated.

  4. Click Save.  

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Insert Section Break

Insert text that is center aligned, bolded, and underlined. Use to insert headers in the form.

image.png Section Break example in the Catalyst App.

image.png

*Denotes Required Field
  1. Click Add New Entry.
  2. Type - Select Text.
  3. *Entry Text - Format statement as it will display in the app.

    NOTE: Entry Text is a required field. Check spelling and formatting as this is not editable once saved. To make changes, it must be deleted and recreated.

  4. Click Save. 

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