VerticalChange

How to use the Form Builder to edit activity and assessment forms for your users to complete

Edit an Activity or Assessment Form

Angela Lim

Justin Rohrer

William Randall

Creating new and editing existing form templates, definition and use cases for form fields

Form Builder

What is the form builder and how you can create new forms

Getting Started with the Form Builder

How to use the Form Builder to create new activity and assessment forms for your users to complete

Create an Activity or Assessment Form

Learn about the different actions you can perform on contact forms

About Contact Forms

How to create a contact form to collect basic information about a contact

Create a Contact Form

How to set contact details to show in the contact's sidebar

Display Contact Information in the Sidebar

How to find, filter, and export your form templates through the grid

Activity and Assessment Forms Grid

Getting Started

Connect an activity or assessment form to a specific program so you can see it in the dropdown

Assign a Form to a Program

How to associate your forms with specific types of program enrollments

Connect Forms to an Enrollment Type

How to assign a form to a person, group, or program

Assign a Form to a Contact Type

How to add tags to your forms to categorize similar forms

Add a Tag to an Activity or Assessment Form

How to change the label for the Date of Activity and Date of Assessment and set visibility options

Administered At Date Settings in the Form Builder

How to copy results from fields in contact forms to those in activity/assessment forms

Field Mapping in Forms

How to hide the Participants option on group form results

Hiding Group Participants from Forms

See specified form data, viewable at-a-glance in a contact's completed form list and on the contact dashboard

Enable Top Level Display

Standard Fields in the Form Builder

Available field types you can choose from when creating a form and how to use them!

Form Builder: Glossary of Fields

How to use the Address field type when creating or editing a Form

Using the Address Form Field

How to use the Date Field when creating or editing a Form

Using the Date Field

How use the Descriptive Text Field in your forms!

Using the Descriptive Text Field

How to add the email field to your form and use it in a form result

Using the Email Field

How to add a Field Group to your form and use it in a form result

Using a Field Group Field

How to add Likert Scales to your form and use it in a form result

Using the Likert Scale Field

How to use the Multiline text field type when creating or editing a form

Using the Multiline Text Field

How to add the Multiple Answer field to your form and use it in a form result

Using the Multiple Answer Field

How to add a Numeric Value field to your form and use it in a form result

Using the Numeric Value Field

How to add the Other Contacts field to your form and use it in a form result

Using the Other Contacts Field

How to add the Phone Number field to your form and use it in a form result

Using the Phone Number Field

Using a Signature Field

How to add the Section Label field to your form

Using the Section Label Field

How to add a Relationships field to your form and use it in a form result

Using the Relationships Field

How to add a Single Answer field to your form and use it in a form result

Using a Single Answer Field

How to add a Single Line text field to your form and use it in a form result

Using a Single Line Text field

How to add a Time Entry field to your form and use it in a form result

Using a Time Entry Field

How to add a URL field to your form and use it in a form result

Using a URL Field

How to add an Upload field to your form and use it in a form result

Using an Upload Field

How to add a Yes/No field to your form and use it in a form result

Using a Yes/No Field

How to use branch logic in your forms with field groups and multiple answer/single answer questions

Branching Field Groups from Questions

Field Types

What is a slug and how the team at VerticalChange uses it to get you the data you need

Use slugs in forms and fields

How to use our results forwarding feature to automatically copy previous form results to new forms

Forward Form Results from Previous Forms

Using Field Access Levels to control view and edit permissions to fields in forms

Field Access Levels

Extra Features

How to pull out phone number information from a Phone Number Field, and write Phone Numbers, using our scripting language

Accessing data and writing data to Phone Number Fields using Lua

An introduction to our scripting language, Lua, that allows you to add complex calculations to your form

Complex Calculations with Lua

How you can use the Lua scripting language to modify string text fields in your form

Modifying Strings with Lua

Modifying Dates with Lua Calculations

Calculating Duration from a Date Field

Calculating Duration from two Time Fields

Pull a Contact's First and Last Name into a Script

How to use our cross-form Lua scripting language to access contact form data from an activity or assessment form

Pulling data from a contact form into an activity/assessment form

How to pull out city, state or zip code information from an Address Field using our scripting language

Accessing data from an Address Field using Lua

Single/Multiple answer values in lua

Lua scripting now allows users to check and uncheck multiselect fields

Using Lua Scripting to Check/Uncheck Multiselect Fields

Users Field (Lua)

Form Scripting & Calculations

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