Creating an InForm

InForms can be created in several ways depending on who will use the form and how responses will be managed. This article provides step-by-step instructions for creating a Private Form, Organizational Form, or a form from a Template in Laudio.

Key Benefits:

Create forms tailored to team, department, and organization needs.
Collaborate with other users on form creation and management.
Customize forms while saving changes automatically in real time.

Create a Private InForm

1. Click InForms from the left-hand navigation menu.

2. Click Add New InForm.

3. Under Build Your Own InForm, click Start from Scratch.

4. Enter an InForm Title, select Private, and click Create InForm.

5. Add collaborators, if needed.

6. Use the Manage Questions tab to build the form:

Select question types such as paragraph, short answer, radio button, or checkbox.
Configure question settings as needed:
- Mark questions as required.
- Upload files.
- Reorder questions.
- Delete questions.
Note: Changes made while updating questions save automatically.

7. Follow the steps on the InForm Distribution and Data Collection Methods support center page to begin collecting responses.

Create an Organizational InForm

1. Click InForms from the left-hand navigation menu.

2. Click Add New InForm.

3. Under Build Your Own InForm, click Start from Scratch.

4. Enter an InForm Title, select Organizational, and click Create InForm.

5. Add collaborators, if needed.

6. Add and configure questions in the Manage Questions tab as needed, including any standardized questions available within the organization.

Note: Changes made while updating questions save automatically.

7. Follow the steps on the InForm Distribution and Data Collection Methods support center page to begin collecting responses.

Add an InForm from a Template

1. Click InForms from the left-hand navigation menu.

2. Click Add New InForm.

3. Under Templates, select the desired template.

4. Click Use Template.

5. Add collaborators, if needed.

6. Review and update questions from the Manage Questions tab.

7. Follow the steps on the InForm Distribution and Data Collection Methods support center page to begin collecting responses.

FAQs

Q: Who can create Organizational Forms?
A: Only select users can create Organizational Forms. Access is granted through the Laudio Administrator portal to support form governance and consistency across the organization.

Q: What is the recommended approach for creating an Organizational Form?
A: Create and test the form as a Private Form first. Once the content is finalized, update it to an Organizational Form.

Q: What is the Access section on a form?
A: The Access section, located in the form header, displays the form's visibility and permissions, including whether the form is private or organization-level.

Q: How do I update a form's access level?
A: Open the form, click the Access icon, make the desired changes, and click Save Access.