Building Your First Form

In this article we'll give an overview of the steps you'll need to take to create a mobile form.

Accessing your forms



Step 1: Click on the forms Icon on the lefthand menu of your dashboard.

When your trial account is first configured, we'll install some demo forms to get you started. Feel free to play around with them to get a better understanding of how it works.

Another way to access your forms is to click the "8 Forms" link on your dashboard as shown below:


Step 2: Click on "+New" to create a new form



The Forms Designer Menu

You will then be redirected to the web-based form designer. The forms designer is where you create and edit your organization's forms.

On the top we have a row of buttons:



Convert a Form


Tools (which contains Import JSON, Export JSON and Exit)


Save (which contains Save + Exit).


How the Designer Works


Your Question Fields 


About your Question Fields

Your questions can be renamed to give it the label of your choice. Every question has a set of settings and advanced settings on the right that you can amend to suit your needs. Here is an example:


What happens when you are done building your Form?

When you are done building your form, click Save & Exit to return to the Forms page.


This concludes our overview of building your first form.  If you have any questions or comments feel free to send us a message at or leave us a comment below.

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  • Avatar
    Nu-Way Hvac

    Before I switched over to "Destinations" from "Connections" the PDFs were much better, any way to get the old PDFs Back?

  • Avatar
    Double Vision Inc
    Edited by Double Vision Inc
  • Avatar

    Good day, Can I ask you to send me a sample of the old and the new .pdf version to

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