Building Forms

Overview

Forms in Qik allow you to collect structured data from people. Whether you need a volunteer application, event registration, feedback survey, or any other type of input, the form builder lets you design custom forms with the fields you need.

Creating a New Form

To create a form:

1. Navigate to the Forms section in the sidebar
2. Click Create a new Form
3. Enter a title for the form (e.g. 'Volunteer Application')
4. Optionally describe what the form is for — Qik can use AI to suggest fields based on your description
5. Select the scope(s) the form should belong to
6. The form definition will be created and you'll be taken to the form editor

AI-Assisted Form Creation

When creating a form, you can provide a description of what the form should collect. Qik uses AI to generate an initial set of fields based on your description. For example, describing 'A volunteer application where the user can select up to 4 weekdays they prefer to be available' will generate appropriate fields for you. You can then refine the generated fields in the form editor.

Adding Fields

In the form editor, you can add various field types:

• Text — Single-line or multi-line text input
• Number — Numeric input
• Date — Date picker
• Dropdown / Select — Choose from predefined options
• Checkbox — Yes/no toggle or multiple selection
• Email — Email address with validation
• Phone — Phone number input
• Address — Structured address fields
• File Upload — Allow file attachments
• Rich Text — Formatted text with an editor
• Reference — Link to other content items in Qik

Field Configuration

Each field can be configured with:

• Title — The label shown to the user
• Description — Help text shown below the field
• Required — Whether the field must be filled in (set via minimum value of 1)
• Placeholder — Example text shown when the field is empty
• Default value — A pre-filled value
• Validation rules — Minimum/maximum values, patterns, etc.

Person Fields

Every form includes a built-in Person field group by default. This captures the submitter's basic details (name, email, phone, address) and can be used to automatically create or link profiles when submissions come in.

Conditional Logic

Fields can be shown or hidden based on values in other fields. This allows you to create dynamic forms that adapt to user input. For example, show an 'Other — please specify' text field only when the user selects 'Other' in a dropdown.

Form Settings

Forms have several configurable settings:

• Security — Whether the form is public (accessible without login) or secure (requires authentication)
• Status — Active or inactive (inactive forms cannot accept submissions)
• Scopes — Which organisational scopes the form belongs to

Previewing Your Form

Use the View Form button to preview how the form will appear to submitters. This opens the form in its public-facing layout so you can test the user experience before sharing it.

FAQs