Frontline Portal - Create a new form
In addition to the ability to create forms and surveys as part of a task, the Frontline Portal offers the ability for users to submit forms without needing to receive a Task first. We understand that the need to complete a form often originates from:
- general queries (Merchandising Query, HR Query)
- something happening in-store (Accident Reporting, Stolen Goods, Product Feedback, Local Competitor Report)
- something that needs to be completed regularly (Daily Opening Checklist, Weekly Health & Safety Report, Weekly Sales)
- other store needs (Uniform Ordering, Non-Stock Requests, Stock Transfers).
HQ & field teams can create forms and make these available for the stores & users who might need them.
Getting started
![](https://files.helpdocs.io/BbQNTEsnCh/articles/bmv0vipr1q/1667463569598/2022-11-03-09-13-49-1.gif)
Select Form from the + menu to get started. If there are templates available then you can choose Select from Template to make this process quicker.
![](https://files.helpdocs.io/BbQNTEsnCh/articles/bmv0vipr1q/1667463664818/screenshot-2022-11-03-at-09-20-55.png)
Recipients
Who should be able to submit these forms?
Approvers
Who should receive a notification when a new submission of this form is made?
Category
What category is the form for?
![](https://files.helpdocs.io/BbQNTEsnCh/articles/bmv0vipr1q/1667464535337/screenshot-2022-11-03-at-09-27-13.png)
Form Elements
Several simple elements can be added to a form to ensure that the right information is gathered in the easiest way, whatever the form's purpose. Select Add question to choose the form elements you want to include.
![](https://files.helpdocs.io/BbQNTEsnCh/articles/bmv0vipr1q/1667463895276/screenshot-2022-11-03-at-09-24-42.png)
Short Answer: Capture short responses.
Example: NON-STOCK ORDERING - How many items do you need?
Example: STOLEN GOODS - Product Code
Paragraph: Capture longer responses.
Example: INCIDENT REPORT - Describe what happened Example: NON-STOCK ORDERING - Do you have any special requirements for your store?
Multiple Choice: The user submitting a form can select ONE of the options provided.
Example: INCIDENT REPORTING - Has a police report been submitted? (Yes/No)
Example: NON-STOCK ORDERING - Which non-stock item would you like to order? (select from list)
Checkboxes: The user submitting a form can select MANY of the options provided.
Example: FIRE SAFETY CHECK FORM - Where are you fire extinguishers situated? [Front of store, Back of store, Store office, other]
Example: UNIFORM ORDERING - Which of the below items are needed? (select many from list)
Date: Pick from a date picker.
Example: NON-STOCK ORDERING FORM - When would you like to receive these items?
Upload Files: Prompt or force submitters to upload files to support their submission.
Example: MONTHLY RISK ASSESSMENT - Upload pictures of all fire exits.
Content: Add content to support the understanding & completion of the form. Can be used to add quick introductions or to create headers for different sections in long forms.
Example: FIRE SAFETY CHECK FORM - Introduction to explain how to complete the check.
Example: NON-STOCK ORDERING - Images & descriptions of items available for order.
Example: HEALTH & SAFETY REPORT - Fire section, Falls from height section,....
Drag & drop to move Form Elements around the Form.
![](https://files.helpdocs.io/BbQNTEsnCh/articles/bmv0vipr1q/1667467892805/2022-11-03-10-30-57-1.gif)
Mandatory or Optional elements.
![](https://files.helpdocs.io/BbQNTEsnCh/articles/bmv0vipr1q/1663657194461/image.png)
Delete elements.
![](https://files.helpdocs.io/BbQNTEsnCh/articles/bmv0vipr1q/1663657226866/image.png)
When you're ready to make the form available for recipients to use then click Publish. Recipients will receive a notification to alert them to the new form.