Skip to main content

Search

We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Create a New Form

  • Updated:

This article will show you how to add new forms to your system.

 

Instructions

  1. Sign in to your site
  2. Navigate to Admin Tools and select Forms Customization
    Forms customization menu.
  3. Select Add New Form in the first dropdown
    Add new form.
  4. Fill out the remaining fields
    New form fields.
    • Form Name: The name of the form. It’s a good idea to include the name of the module you plan to use the form in so that you can find it easier. Such as: “Permitting System - New Building Form”
    • Public Access: Whether or not public users have access to this form
    • Bulk/Individual Availability: Whether or not this form can be used for bulk printing, individual printing, or both
    • Module: The area of the system where this form will appear as an option
    • Orientation: Portrait or landscape
    • Active: Choose yes or no
    • Tab: Select Regular/any tab, certificates, or inspections
    • Check this box if you want to show this on the workflow tab: Check to add to the Workflow tab
    • Check this box if you want to make this letter as a form: Converts the form to be an inbound form
    • Margins: Left, right, top, and bottom can be specified separately
    • Minimum Font Size: The minimum font size will increase any font in the form when printed to the minimum. This can be used to ensure a readable font size for legacy forms.
  5. You can use the editor to put in the content of your form
    New form editor.
  6. Once complete, click Save Form
    Save form.

Comments

Let us know what was helpful or not helpful about the article.

2 comments

Date Votes
  • Sabrina Segura

    How do I make the questions mandatory or not.

    0
  • Lindsey Harmon
    • Edited

    Hi Sabrina Segura,

     

    Thank you for your question! After you select the type of field that you want to use on your form within the editor, a "Properties" popup will appear. If you check the required checkbox in the lower-left corner of the popup, that question/field will be marked as required.

     

     

    0

Please sign in to leave a comment.