How to create and manage forms
Create a new form, add fields, and manage its settings from the Form Details page. You can also edit, duplicate, delete, and review form responses from Modules > Forms & Surveys.
How do I create a new Form?
Go to Modules > Forms & Surveys > Forms List.
Click New Form.
Fill in Form name.
Choose the settings you need, such as Is Anonymous?, Single submission per user, Unlisted form, and Is Learn Evaluation Form?.
If needed, define Users to be notified on form submission.
If the form is not managed by Learn Content, set Groups Segmentation, Team Segmentation, and Status. Team Segmentation appears only when the Teams feature is enabled on your tenant.
Click Create.
How do I add fields to a Form?
Open the form from Modules > Forms & Surveys > Forms List.
In Form Details, go to Form Fields.
Click Add Form Field.
Enter the Field name and choose the Field type.
Set the field as Is required? if the response must be filled in.
If the field type is text, set Max characters.
For choice-based fields, add the available options with Add Choice. For Likert forms, use Add Question and Add Choice.
Click Create or Update.
How do I edit or duplicate a Form?
Go to Modules > Forms & Surveys > Forms List.
Find the form you want to change.
Use the actions menu and choose View Details to edit the form settings and fields.
Make your changes.
Click Update.
To copy an existing form, use the form actions menu and choose the duplicate option.
How do I delete a Form?
Open Form Details.
Use the form actions and choose Delete.
Confirm the deletion.
How do I manage form responses?
Go to Modules > Forms & Surveys > Responses List.
Use Select Form to filter the responses you want to review.
To export them, click Export Report.
To change a response, open Response Details and use Update Status.
If you need to add or edit internal comments, use New Note in the response details.