# Starting Guide to Forms Forms allow your users to fill in reports, forms, checklists, requests, and more, all from their mobile app. Gone are the days of filling out paperwork using pen and paper and storing them in the file cabinet. Using Forms will improve compliance, standardize operational procedures for your team, and move your business forward. With PushPulse's Forms, everything is digitalized and accessible on the go. In this article, we'll go over how to activate the Forms module and how to create a form from scratch. We'll show you how to navigate the dashboard and introduce the tools you can use to maximize the feature's potential in gathering and tracking information. * [How to Activate the Forms Module](#h_8f561efb92) * [How to Create a New Form](#h_8f561efb92-1) * [Adding Form Fields](#adding-form-fields) * [Publishing Settings](#publishing-settings) * [Forms Dashboard](#h_8f561efb92-2) * [View Responses](#view-responses) * [Export Submissions](#export-submissions-csv-or-pdf) * [How to Edit a Form](#h_8f561efb92-3) * [How to Use Forms in the Mobile App](#h_8f561efb92-4) * [Complete Forms in Mobile App](#complete-forms-in-mobile-app) * [View Form Submissions](#view-form-submissions) ### How to Activate the Forms Module You can activate the forms module by clicking the gear in the upper right-hand corner of the screen. Then select **Add-Ons & Integrations**. If Forms is not activated, select the toggle to activate the module.

### How to Create a New Form To Create a new form, select **Forms** from the modules list and then select **+ Add Form**.

Complete the required fields Form Name: Name of the form

#### Adding Form Fields Available Form Fields\ Header Text\ Single Line Text\ Multi-Line Text\ Number\ Multiple Choice\ Dropdown\ Date & Time\ Signature\ File

Form Fields have various configurations based on the field type. Label: Name of the form field/question.\ Description: A hint or description of the question.\ Required: Set whether or not an answer is required to submit the form.\ Remove the Field: Remove the question from the list

Form Fields can be dragged and dropped to be re-arranged.

#### Publishing Settings Publishing Status: The form will not be visible unless published.\ Visibility: Select the user roles that can see and complete the form.\ Notifications: Select any admins that should receive a notification when a form is submitted.

### Forms Dashboard The forms dashboard provides details, a history of form submissions, and the ability to take certain actions on the form.

Form Actions A user can edit a form, create a new submission, as well as clone, archive, or delete the form.

#### View Responses The submissions tab shows all submissions of a given form, including the user who submitted it, how they submitted it (mobile app vs web app), and when they submitted it.

Users can also select an individual submission to see all the details and answers.

#### New Submission To create a new form submission from the web application, select **Actions** and then **New Submission**.

Complete the required fields and select **Submit Form**.

#### Export Submissions (CSV or PDF) An admin can either export all submissions in CSV or PDF format or only export a single submission. To export all submissions select the **Submissions** tab and the **Export** button followed by the desired output format.

To export a specific submission, select the submission and then the **Export** button and then the desired output format.

### How to Edit a Form Select **Edit** from the **Actions** menu and edit the form as necessary. {% hint style="warning" %} Warning: you might lose response data forever. * Delete a choice\ You'll lose response data linked to that choice. * Add or reorder choices\ Your response data for this field will be inaccurate. * Edit text\ Fixing a typo? It won't affect your response data. {% endhint %}

### How to Use Forms in the Mobile App #### Complete Forms in Mobile App To complete forms in the PushPulse mobile app, select **Modules,** then **Forms,** the desired form, and then complete the required fields.

View Form Submissions To view previous form submissions, select **Submissions** in the forms module and then select the desired submission to view. {% hint style="info" %} Unless the user has admin privileges, users can only see forms they've submitted. {% endhint %}