This lesson explains how to add and create a Custom Form
In addition to the following field types used in the video:
- Tick Box
- Signature Field
- Text Field
- Date Field
There are also these additional fields:
- Multi-line Text Field
- Option Groups
Multi-line Text Fields are perfect for capturing paragraphs of information where a single line is not sufficient, and the Option Groups allow people completing the form to select one of multiple options. To make this more useful, we have provided up to 4 different option groups to use when creating new custom forms.
Example Document before completion using Red, Blue and Green as 'Options' and 'Multi-line Text Field' for the describe yourself section:
After completion:
Completed forms are still instantly sent to both the sender and completer in PDF format and stored within Tracker as a PDF document in the record from which the custom form was sent.