Paths Help | Overview of Working in the Form Step Type

Form Steps - Overview of Working in the Form Step Type

Creating a New Form

In your Path, click on the "Add Steps" button in the upper right. 

From the Step Types toolbox, find the Form box and choose "Create" 



Name your form and add a description.


Then click on "Add a Question" to start building your form. 




Form Block Options

Overview


Once you have added a question, click on the form block option picker to choose what type of block you would like to add. 
Note: The option picker defaults to the "Written Answer" block option. 



There are several options to choose from when building a form. Each option is described in detail below.



Block Options

  1. The Written Answer block adds an open answer text box to your form. This allows a user to type freely into the box. 
  1. The Multiple Choice block adds a question where you can add a list of choices and the user can choose multiple options from that list. 
  1. The Single Select block adds a question where you can add a list of choices and the user can choose only one option from that list
  1. The Dropdown block adds a question where you can add a list of choices to a dropdown and the user can choose only one option from that list. This is useful when the list of choices may be very long. 
  1. The Upload block allows you to request a file upload from a user. This can be useful for images, documents, and other types of files that need to be collected. 
  1. The Signature block adds a digital signature line to your form. 
  1. The Name block automatically adds First and Last name text boxes to your form. 
  1. The Address block automatically adds Country, Street, Apt Number, City, and Zip Code text boxes to your form. 
  1. The Statement block adds text to your form but does not include any input boxes for responses. Statement text is useful for creating section headers, offering a description or instructions to questions, or simply just inserting text as needed. 

Adding a question to a form

Click on the "Add a question" button to add a new question to your form. There is no limit to the number of questions you can add to a form. 



Reordering form questions

Use the "handles" next to the question numbers to drag and drop your questions into any order. 



Previewing your form before saving

Click on the "Preview" button in the upper right hand part of your screen at any time during the form creation process to get a preview of the form to see what your form will look like to a Path member.   



Saving Your form

When you have completed your form, click on the "Create" button in the upper right part of your screen to save the form. 

Making Form Revisions

  1. Forms can be modified at any time
  2. IMPORTANT: Once a Path is published, any later modification to a form will generate a new Form Version
    1. The purpose of form versions is so a Path admin can track which version of a form a member completed.
    2. There is no limit to the number of form versions you may create. In other words, you may edit the form as often as needed. 
    3. PLEASE NOTE: If you make changes to an existing form Step after a member has completed it, their set of questions will differ from newer versions of the form.
    4. For example: A doctor's office uses a form for intake and decides to add a new drop down question block to the form they have been using for several months prior. Anyone who completed that form prior to the form update will not have had that question available in which to respond. 

Form Responses

To view form responses:
  1. Click on the "Organizations" tab in the top nav bar of the Paths window
  2. Then click on then "Forms" tab in the Organizations options on the left
  3. This will display all of the forms available for the organization and show the number of responses. 




  1. Clicking on the "Responses" link will take you to a new window displaying the members who have completed your form.
  2. Click on each member to see their responses to the form. 
  3. To Export form responses in bulk, click on the "Export" button


Form responses can be printed or exported as text or as a CSV file. To export to PDF, choose Print and then print to PDF in your operating system. 



If you have issues with this process or something is not working as it should, please reach out to our support team HERE. 

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