ChartHop for Administrators
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Building custom forms, fields,...
Building forms
Creating a form
You can use forms in ChartHop to help gather data about your organization.
To create a new form:
- From the left sidebar, select the Settings menu (gear icon) and select Forms.
- Select New Form.
- Name your form by selecting the placeholder title (New Form) at the top of the empty form, and typing in a new name.
- Edit the default section header to add information that introduces and describes your form. You can edit in rich text or Markdown. The editing toolbar allows you to format as well as add hyperlinks and images.
- Select Save & Exit.
Roles: Owner | Technical owner
Updated 04 Oct 2023
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