Creating a form

to create a new form from the left sidebar, select people ops tools from the sub menu, select forms select create form name your form by replacing the title (new form) edit the default text block and question select save the form will not be accessible to your users until you make it "active" after saving your form, start building it by adding questions, field and text blocks roles with default access to creating forms roles https //docs charthop com/user roles and permissions owner | technical owner | people ops admin any user may be given access to create forms using key concepts role based access docid\ zernfu32jbqjfbn67l fe building a form you can add 3 things to a form questions docid\ gcpvzzt yrd9g5qmik3z , fields docid\ gcpvzzt yrd9g5qmik3z , or text blocks docid\ gcpvzzt yrd9g5qmik3z to add a question, field or text block, click the relevant button at the bottom or side building blocks of forms adding questions use a question if you do not need the answers to be used outside the context of the form most similar to how you would use a google form questions are great for fully anonymous forms where you don't want to know whose answer it was ex what questions do you have for our executive team? quick forms where the information doesn't need to live on the respondent profile forever ex what size would you like in this sweatshirt for your work anniversary gift? ex are you going to attend the team retreat? quick polls or surveys ex who are you rooting for in the super bowl? ex what should our rotating monthly office snack be? responses to questions can be viewed as built in graphs in the summary within forms, surveys or reviews viewed in a table within forms, surveys or reviews viewed as individual responses within forms, surveys or reviews exported as a csv viewed on form responses on custom profile tabs (roadmap) use in custom dashboards possible with help from charthop team (roadmap) pulled into the data sheet questions can be converted into new fields before you have collected any information on them however questions with responses cannot be migrated to fields access to question responses anyone with access to the forms, surveys or reviews will have access to the form responses fields docid\ xyrlltzxie bv4zkzes g have a configured field sensitivity such as org public, manager shared or private questions do not convert a field to a question there is not currently a way to convert a single field into a question if you have an existing form that was made using fields and you would like to convert to using questions you can use the duplicate and convert to questions option within a form, navigate to the split button in the top right corner click the menu and select duplicate and convert to questions the form will be duplicated and all of the fields converted to questions adding fields use a fields docid\ xyrlltzxie bv4zkzes g if you want to store the information on a person's profile or need to use the information in other places such as scenarios, or compensation reviews existing built in or custom fields can be added to forms for example, you might have an onboarding form that collects preferred name & t shirt size as a field that t shirt size field can be later updated by an admin using the data sheet fields and forms responses form responses are always preserved in their original state even if the value of the field is changed in a different context for example a t shirt size field is set as "m" in a form and stored on the field and the form response later, the an admin uses the data sheet (or integration, api or csv import) to change the field to a "s" the form response will still display "m" since that is what was submitted in the form while the field value will display "s " convert a question to a field when building out a form, you are able to convert a question to a field before you collect information on the question select the question click the convert to field button if available fill out additional information about the field all existing information from the question will be used to pre fill the field information question options adding text blocks text blocks allow you to add in instructions, guidance or context into your form for example add a text block at the start of the form to provide an overview add a text block with a header to split up a long form (using markdown formatting docid 4g6vtqhslrsh9rkkx sfy ) add an image in the text block to provide needed context to the question ex an image of a t shirt that is being purchased so that people get an idea for the size that would be best for them add links to helpful resources related to questions ex guidance on a performance management setup image recommendations images are a great way to make a form more engaging and dynamic you can add an image to any text block recommended image size minimum width 800 px 16 9 ratio 800px by 450px editing questions & fields editing questions once you add a question to a form, you can configure that question with the following options question — how the question is framed to someone answering it ( ex what questions do you have for our executive team?) every time you use a field in a form, you are able to specify a different question if you would like what is your t shirt size? > t shirt size we're ordering company shirts, please select your size > t shirt size required — if the questions is required to complete the form conditional — if you would like to display the question to only certain people see conditional questions & text blocks /#conditional questions text blocks type — the format of the question one of the following options most question types will have additional configuration options such as the values in a multi select or min or max values duplicate a question, field or text block select the question, field or text block click the duplicate button (two squares with a +) delete a question, field or text block select the question, field or text block click the delete button (trash can) reorder a question, field or text block select the question, field or text block click the grab handle at the top and drag the question or field up or down in the form conditional questions & text blocks add a filter to any question or text block, so that the question will then only be displayed if the form is about a person who match that filters for example, adding a filter of department="revenue" will only display the form to people who are in the revenue department click the checkbox for conditional type in your carrot filter or use the filter builder click preview, then select a person that matches or doesn't match the filter to verify that it's working as expected there is also a way to configure conditional forms based on the response to previous questions please contact your csm if you would like to configure this advanced option display name forms have both a "display name" and a "form name" allowing you to use the best name to organize your forms and the best name to communicate to employees the display name is shown to employees when they interact with the form for example form name "fy24 emp engagement us" display name "employee engagement survey" the display name will be used in the notification & task to complete the form, in button that links to the form from the profile (more information in distributing forms docid\ zo8zhb5pqnjvtjnclao0v ) at the top of the form to edit the display name within the form builder tab hover over the displayed name , click and edit the name roles https //docs charthop com/user roles and permissions owner | technical owner | people ops admin