Generating your Form

Quabbly can help create a form on a board by using the necessary fields found on a Board, and every form submission represents a new record.

Here are the steps to generating a form:

Step 1: Click on Board setting

You can perform all board-related settings here. It is primarily the first step in making any major changes in a board. Move your cursor to the right-hand side and left-click on board setting

Step 2: Click on Managing Forms

This is the control panel for forms. All activities to forms are carried here. You can access previously created forms, edit those forms and even create a new form.

Step 3: Click on Generate Form

This is the action that triggers the creation of a new form. By generating this form, you automatically grant anyone who possesses the form's link, access to submit data on your board.

Step 4: Click on Yes

Are you rest assured you want to generate a form? Click Yes to proceed. If not, click No to withdraw.

Step 5: Fill in the required information.

Since you decided to proceed, this is the step where the main magic trick happens. 🧙‍♂️ Enter the name of the form, its description, select the form type, and choose the expiry date of the form. You can also select the required fields to exclude, and other fields to be included in the form you are creating.

Step 6: Click on Create Form

The final step in form generation. Once this step is complete, the form is ready for use!

You can open a form directly by clicking on Open Form. The Form also has a link which can be shared with various individuals.

This way, it is handy for data collation from foreign and internal sources. You can always share your form when you need to collect data from external sources.

Note: Once a form is submitted, its data is uploaded to the user’s board.

🧙‍♂️ Tip: When you want to use a form that has expired, do this; Click on the form menu. Select Edit and change its expiry date.