Form builder

Civillo’s Form Builder allows you to easily create and customize forms that users can fill out. This versatile tool provides the flexibility to structure forms with various field requirements and conditional logic, ensuring consistent user interaction and data collection.

Each form is structured as a collection of individual items, each serving a specific purpose. These items are the building blocks of the form and can vary in type, allowing for a diverse range of user inputs. Each item typically represents a single field of the form.

Building a form

1. Click the ‘Add line item’ button in order to add an item to your form. There is no upper limit on how many items you can add, but there must be at least one.
2. Choose the item type. The various data types are described in full below.
3. Enter the item prompt. This communicates what kind of response we are expecting from this item.
4. Add sub-items.
   • Available for items of type Yes/No(/NA), Combo box and Checkboxes.
   • These are added to a certain option for the item and will appear conditionally on a user’s response to the parent item.
   • When the parent’s value is equal to this option, the user will be presented with the option’s sub-item(s).
   • To add sub-items, first click on the button to expand the options panel. Then, click the button against the conditional response for the parent item.

Tip

For example, you might create an item with the ‘Yes/No’ prompt type, and add a sub-item with the ‘Yes’ conditional response. In this case if the user answered ‘Yes’ to the top level question they would then be required to fill out the sub-item. If they answered ‘No’, they would simply move on to the next item.

Caution

Please note that Civillo currently only supports one level of sub-items. Sub-items cannot have sub-sub-items and so on.

1. Add notifications.
   • Notifications may also be added to options for Yes/No(/NA), Combo box and Checkboxes items.
   • Similarly to sub-items, when the parent item’s value equals a certain option on which a notification is configured, the notification is sent.
   • To add a notification, with the options panel open, click the button.
   • Notifications are configured to be sent to a selection of groups, with all users in each group receiving a notification in the Civillo navigation bar and an email.
2. You may want to reorder your form items. To do this, drag and drop using the handles. This applies to top-level and sub-items.
3. To remove an item, click the button.

Data types

Text header

Appears as highlighted text in the form, useful for breaking up the form into logical sections. Does not require user feedback.

Image header

Display the provided image within the form. Does not require user feedback. Header images are limited to 20MB and must be a .png, .jpeg, or .jpg file.

Free text

Type anything into a text-field. Optionally, include a default value that will pre-fill the text-field.

Yes/No

Choose between ‘Yes’ and ‘No’.

Yes/No/NA

Choose between ‘Yes’, ‘No’ and ‘N/A’.

Combo box

Define a variety of custom options for the user to choose from. The user will be allowed to select one.

Checkboxes

Define a variety of custom options for the user to choose from. The user will be allowed as many as they like (including none).

Document

Allows the user to attach a file. Files are limited to 60MB. Some file extensions are restricted for security reasons.

Image

Allows the user to attach an image file. Images are limited to 20MB and must be a .png, .jpeg, or .jpg file.

Date

Select a date.

Time

Select a time.

Date time

Select a date and time.

Permit links

Define one or more permit types. The user will be able to select one or more permits from the pre-defined types. If no type is selected, users will be allowed select any permit.

Table

Define one or more column names, along with individual titles prompts for each cell. The user will be able to add rows (minimum 1) and fill out the cells accordingly.

Wet signature

Requires the user to draw their signature in the provided box.

Data type overview

Data type	Requires user input	Optional Default value	Sub-items allowed
Text header
Image header
Free text
Yes/No
Yes/No/NA
Combo box
Checkboxes	Optional
Document
Image
Date
Time
Datetime
Permit link
Table
Wet signature