How to create and manage forms
Create a form, add its fields, and edit, duplicate or delete it from Modules > Forms & Surveys > Forms List. Responses are reviewed in the Responses List.
How do I create a new form?
Go to Modules > Forms & Surveys > Forms List.
Click New Form.
Fill in Form name and, if you want, a Description and an image.
Under General, choose the options you need: Is Anonymous?, Is Learn Evaluation Form?, Single submission per user and Unlisted form.
If needed, choose the Users to be notified on form submission.
Under Content Segmentation, set Groups Segmentation and Team Segmentation to choose who the form is for. The team is only saved when the Teams feature is active for your organisation.
Set the Status (Active or Inactive).
Click Create.
How do I add fields to a form?
Open the form from Forms List (click its name, or use the actions menu and choose View Details).
On the Form Details page, in Form Fields, click Add Form Field.
Enter the Field name and choose the Field type.
Select Is required? if the field must be filled in.
For a Text Field, you can set Max characters.
For Single Choice Field and Multiple Choice Field, add the options with Add Choice. For a Likert Field, use Add Choice for the scale and Add Question for the questions.
Click Create.
See How to add and configure form fields for details.
How do I edit a form?
Open the form's Form Details page.
In the Form Details panel, click Edit.
Make your changes.
Click Update.
How do I duplicate a form?
In Forms List, open the actions menu of the form.
Choose Duplicate.
The copy opens on its own Form Details page. It keeps the same name, settings, segmentation, fields and close reasons, so rename it to tell the two apart. Responses are not copied.
To change the close reasons of the copy, see How to configure close reasons for response statuses.
How do I delete a form?
On the Form Details page, click Delete in the page header, or use Delete in the form's actions menu in Forms List.
Confirm the deletion.
Forms managed by a Learn Content cannot be deleted here. See How Learn Content-managed forms work.
How do I manage form responses?
Go to Modules > Forms & Surveys > Responses List.
Use the filters to choose a form (Select Form) or a status.
To export, open Export and click Export Report.
To change a response's status, use Update Status in the row's actions menu or on the Response Details page.
To add internal comments, open Response Details and click New Note.