In CM New World, you might need to create forms to collect, record, or update important information like service details, client feedback, risk assessments, or visit notes.
To create a form, follow these simple steps:
To add a new form Click Add A New Form.
Choose the Properties required for your form.
Tip: These include adding a logo, questions, page titles, and other form settings.Click on Form Settings and provide the title of your form.
The Tool Box allows you to create the type of question selection views.
Note: You can choose a range of options. Not all questions have to be in the same format. You can also add as many pages as your document requiresThe toolbar for editing a form includes the following:
(X) deletes the question.
• (Eye) will hide or show question title.
• (!) will make the question mandatory.
• (2 square boxes) will copy the question.
• (+) to copy the question to the tool box.
• Properties will bring up the side menu bar.
Once you have created your form this can be previewed, please go to How to preview created form.