How to work with "Forms"

Modified on Fri, 12 Jul at 9:34 AM

Most of our users have many forms in Word or Excel. Qooling makes it possible to create active forms for your employees to fill in easily on the spot. Your employees can fill in the form with there mobile phone or computer. No more paperwork for them.

Where do I find my forms in Qooling?

You find the forms of your company on the menu on the left side of your screen. If you don't see the button, please contact our customer service.

How to make a new form?

After you clicked on the "Forms" button in the menu, you will get an overview of all your forms. If you want to make a new form you click on "New form" followed by "Dynamic form".

If you have selected to create a dynamic form you will see the interface below. Here can we compose our new form. First, we start to give the form a name. Then we select if this form can be filled in on mobile. And we select the owner of the form.

Choose a template or create your own

In Qooling we have a lot of templates to help you start. If you want to use a template please contact our customer service. They know exactly which template suits your situation the most.

Also, you can create your own template by dragging the boxes on the right spots. You can choose different catagories of boxes like, basic fields, advanced fields, checkbox fields, select input fields and entreprise fields.

Changes of the boxes

If you have chosen a box you can edit the name of the box by clicking op the tool icon. There you can change the name in every language and choose if the textbox is required to fill in before submitting the form. Also you can check of the "available on mobile" box to make the form available in the app.

If you completed your form, you can save it.

Review and publish your form

After you saved your form it still is in draft. First of all you need to review your form to know for sure that it is correct. Click op "Review". If you clicked on "Review" you will see a preview of your form. If your form is OK, you can click on "Publish" to publish the form for your company. If you miss something you click on "Edit" to edit your form. When you have published your form, you can always make a new version of it.