How to create Dynamic Forms in ClayHR
To create a form, follow the steps below:
- Go to the top right "Setup" menu
- Scroll down to the "Forms, Workflows & Templates" sub-menu
- Click on the "Forms" link under Forms section
- Now click on "New Form" button and fill out the required fields
- Type of Form:
- Open: Open forms will be publicly available to all users to fill out at any given time. This gives the flexibility for users to access these forms in the Forms Library
- Assigned: Assigned forms will only be available by assignment to specific users.
- Anonymous: form results can be anonymous or user/candidate specific
- Save form
To create or edit the fields/questions of the forms, follow the steps below:
- Click on "Add Section" button to create a section
- Click on "+ New Item" link to add a question/field to the form (Items can be: text areas, drop down menus, check boxes, radio buttons)