Form Builder
The Form Builder in Plan A ERP offers a range of features that allow you to create, manage, and track forms. Here are the key functionalities:
Copy Link: Once you create a form, you can copy its unique link and share it with other people. This allows them to access the form and submit responses.
Add: You can create new forms by adding various form elements such as text fields, checkboxes, dropdowns, radio buttons, and more. This enables you to customize the form according to your specific requirements.
Edit: You have the flexibility to edit the form by modifying existing form elements, adding new ones, rearranging the layout, or adjusting the settings. This allows you to refine and update the form as needed.
Delete: If a form is no longer needed or if you want to remove it from the system, you can delete it. This helps in keeping your form list organized and removing any unnecessary forms.
View Response: Once respondents submit their responses, you can view and access them within the system. This allows you to review and analyze the collected data.
Track Response: The Form Builder tracks and captures all responses submitted through the form. This provides you with a centralized location to access and manage the data collected.
Customize Form Settings: You can customize various settings for each form, such as defining required fields, setting validation rules, enabling notifications, or configuring auto-responses. This allows you to tailor the form's behavior and functionality.
Share Form: In addition to copying the link, you can share the form with others by embedding the form on a website or intranet. This expands the reach and accessibility of the form.
With these features, the Form Builder in Plan A ERP empowers you to create, manage, and analyze forms effectively, whether for surveys, feedback, registrations, or any other data collection purposes.
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