Templates Form Builder

This article covers creating form templates to transform and digitize previously manual processes.

Forms are a way for suppliers to provide structured company information.

You can access and create forms by:

• Navigating to Settings. 

• Clicking on Templates.

• Select Form Builder.

To create a form, click on "Create New Form" on the top right corner:

Which will take you the the new form screen.

Creating or editing a form:

First, click on the '+' or 'Add' button to add pages. You can then select the page type:

• Accounting
•  Key Figures  
• Company details 
• Company Header  
• Locations
• Contacts
• Legal
• Company overview

Each page contains predefined sections that suppliers must complete and answer. 
The status of each field can be set as either 'Voluntary' or 'Mandatory'.

• Click on 'Form Details' to change the name of the form, select a language, and add notes for the supplier. Remember to click 'Update' to save your changes.
• Preview the form by clicking the 👁️'Preview' button.
• Once you have completed the onboarding form, click 'Update Form' to save your changes. 

After selecting a page:

1. You can delete sections by clicking the 'Delete' button. You can also change their order by clicking the arrows.
2.  You can also edit the page title by clicking 'Edit Page'. 
3. You can also add fields from other pages to the same section if you want to customise the page. 
4. Click on the arrows to rearrange the order of the questions.

1. You can make it mandatory for suppliers to complete a field by ticking the 'Supplier MUST fill this field' box.
2. You can change the label of a section by editing the “New field label” field.

You can edit or delete a page by clicking on the three dots (hamburger menu) in the top left-hand corner of the page.

When the form is ready, click on 'Update Form' and then 'Back' to go back to the main template section.

Need Additional Support?
Should you require additional help, feel free to send us a support ticket or reach out to your CSM.