A form template is the set of questions your team fills in. This guide builds one from scratch with a single required question, then saves it and checks what saved.

Two choices shape what you get back. Answer type decides what kind of answer you collect: a dropdown gives the same words on every response, so they line up when you compare them. Required decides whether the form can be sent without an answer.

You need access to create form templates, under Forms > Management. To make a question appear only for certain answers, see Show a question only when needed.

Step 1
Choose how to start
In the side menu, click Forms, then Management, then click Create Form. You can start From Scratch, From Prompt (AI drafts it from a description) or From Document (it reads an existing one). This guide uses From Scratch.
Step 2
Name and describe it
Enter a title your team will search for, and a short description of when to fill it in.
Step 3
Choose the form type
Choose a Form Type. It decides what the form is filed against: a client, a staff member, a facility, or General for something that stands alone. It's required, and has no default.
Step 4
Write the question
Every new form starts with one blank question. Click its pencil and type your question, worded the way people will read it.
Step 5
Choose the answer type
Choose Dropdown, then open Dropdown Options and click Add Option for each answer. A dropdown with no options can't be answered.
Step 6
Make it required
Turn on Required so the question can't be skipped, then click Done. Done accepts the question inside the builder, but doesn't save anything yet.
Step 7
Save, then check it saved
Click Save Form, at the top of the page. Then open the form from the list: it opens as your team sees it, with your question and its answers. Answering it starts a draft response, so discard it from Form Responses once you've checked.
Step 8
Requires Approval is a separate choice
Requires Approval decides what happens after someone sends the form. With it on, responses arrive as Pending and wait for review. With it off, they're Approved straight away. Set it to match your own process.
Step 9
Saved isn't the same as available
Saving creates the form, but doesn't decide who can fill it in. That's set by permissions and by where the form is filed, so if a colleague can't see it, check their access.