How can admin create and customize form using Form Builder?

The Form Builder within the greytHR application is an invaluable tool/feature that empowers you to effortlessly create, modify, and validate personalized forms. With its user-friendly interface, you can easily design and assign job-specific forms by utilizing the intuitive drag and drop functionality.

To create/customize a form using the Form Builder feature, the admin must perform the following actions:

1. From the greytHR Admin portal, navigate to Settings Icon > System Settings > Checklist > Checklist Dashboard.
2. Select a checklist.
3. Expand the Task Templates card.
4. Click Add new task template. Add Task Template pop-up appears.
5. Under the Add a form option, click Add to add a form. Form Builder pop-up appears. 
6. In the Form Title text box, enter the name of the form as per your requirements. For example, Bank information.
7. From the Field column, drag and drop the fields you require to the right side of the form. For example, drag-drop the Text Field. Text Field Component pop-up opens. 
   Note: At any point in time, you can move, edit, and copy the fields as per your requirements. Types of Fields available are:
   1. Text Field: Helpful in creating name fields such as bank name and branch name.
   2. Text Area: Helpful in creating description fields such as remarks. Provides space to write complete sentence structures.
   3. Number: Helpful in creating numeric fields such as IFSC Code or Amount.
   4. Checkbox: Helpful in creating the options you can select using checkboxes such as acknowledgment and notifications.
8. Enter the required information to create the form component. In the Components pop-up, there are two tabs:
   1. Display: Information you add under this tab, displays in the form. 
   2. Validation: Information you add under this tab helps you to make the field as Required. You can also set the character limits.
9. Under the Text Field Component pop-up, click Save to add the form component in your form.
10. After adding all the required components in the Form Builder, click Save to save and create the form for the owner.

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Related Links:

Video: To watch a video on Tasks and Checklists, click here.

FAQs: To read more FAQs about Tasks, click here.

Documentation:  To learn more about the Checklist Dashboard page, click here. 

Product Update: To read about the product update, click here.