The Form Builder helps you create custom digital forms for care providers to complete online, streamlining data collection, compliance checks, feedback, surveys, and audits.
It enables you to design, distribute, and analyse forms quickly, replacing paper-based processes with efficient digital workflows, and includes a drag-and-drop interface that supports a wide range of field types, layouts, and advanced logic for building forms that can be sent as part of a campaign.
Key Features
Before exploring the key features, it’s helpful to understand that the Form Builder is designed to make creating customised, efficient forms both simple and flexible, allowing you to tailor forms to suit your specific data collection needs.
1. Drag-and-Drop Form Creation
Easily build forms by adding fields such as:
Short text (e.g., provider name).
Date fields.
Phone number fields.
Number inputs.
Rating scales.
Signature capture.
File upload fields.
Fields can be:
Renamed.
Marked as mandatory or optional.
2. Conditional Logic
Create dynamic forms that adapt based on user responses.
Example:
If a user selects Option A, they see one set of questions.
If they select Option B, they see a different set.
This helps:
Reduce unnecessary questions.
Tailor the experience per provider.
Improve data quality.
3. AI Form Builder
The AI builder significantly speeds up form creation.
Option A: Text Prompt
You can generate a form by entering a simple description, such as:
“Create a residential care assessment form”
The AI will automatically:
Create relevant questions.
Structure the form logically.
Option B: Document Upload
Upload an existing file such as:
Spreadsheet (CSV / Excel).
Existing questionnaire.
Document template.
The AI will:
Extract questions from the file.
Build a fully structured form automatically.
✅ This replaces what could previously take days of manual setup.
4. Calculated Fields
Create fields that automatically calculate values based on user input.
Example:
Field A: Number of staff.
Field B: Cost per staff member.
Calculated field: Total cost (A × B).
This is useful for:
Financial data collection.
Totals and projections.
Standardised calculations.
5. Form Preview
Before publishing, you can preview the form:
From the recipient’s perspective.
Across different device types (desktop, mobile).
With logic enabled to test behaviour.
6. Branding & Layout
Customise the form appearance with:
Logos or images.
Layout elements (dividers, page breaks).
Help text instructions.
7. Templates
Once created, forms can be saved as templates for reuse in future campaigns.