How to Create a Form/Checklist from Scratch
This article lists the steps to create a form/checklist using your own questions and personalized responses.
simplchek
Last Update há um ano
When is this helpful?
This is helpful when you want to create a form/checklist using your own questions and response type.
Video: How to Create a Form from Scratch
- Log in to the admin portal on your computer.
Navigate to Setup > Forms/Checklist.
Click on Create New.
4. Select Start From Scratch.
5. From the Select a company drop-down, select the company you want the new checklist to go under.
6. In the Template Name field, enter the desired name of the template for the checklist.
7. Click Take me to the Template Builder.
8. The following screen will show.
9. Enter a title for the Section and a title for the Group.
10. Start creating your questions and choose the response type by dragging and dropping your choice from the Basic Fields on the left.
11. Customize your answers and scoring by using the options on the right.
12. Click Save.
The following is a screenshot of the end result of a configured checklist.
