Building Forms

Forms in Qik let you collect structured information from people — event registrations, job applications, feedback surveys, enrolments, incident reports or anything else. You design the form with the fields you need, share it, and every response is saved as a submission you can review, filter and act on.

Creating a new form

1. Go to Forms in the sidebar.
2. Click Create a new Form.
3. Enter a Form Title, for example "Workshop Registration". The plural name and database key are generated from the title; you can review them later on the form's Basic Info tab.
4. Choose the scope(s) the form belongs to. Only scopes where you're allowed to create forms are offered.
5. The form is created and opens in the form editor.

Every new form starts with a Person field group containing first name, last name, email address, phone number and an address. You can edit or remove it, but keeping it is what lets Qik link submissions to people's profiles (see below).

Adding fields

In the Field Editor tab, add fields from the field tree. Ready-made field templates cover the common cases, including:

• Basic Text Field and Rich Text Area
• Number Field and Currency Input
• Date Picker and Time Picker
• Select Dropdown, Buttons, Checkbox, Switch and Yes / No Button
• Email Input, Phone Number and URL Input
• Address and Person / Profile
• File Upload, Image Upload, Video Upload and Audio Upload
• Content Reference — choose another record in Qik, such as an event
• Signature Pad, GPS Location, Color Picker, Range Slider and more

The preview panel shows the form as you build it, so you can try each field straight away.

Configuring a field

Select a field in the tree to edit it. Common settings include:

• Field Title — the label shown to the person.
• Hint / Description — help text shown with the field.
• Placeholder — example text shown when the field is empty.
• Minimum Answers — set to 1 to make the field required, or 0 to make it optional.
• Maximum Answers — set to 1 for a single answer, or 0 for unlimited.
• Default Answer — a pre-filled value.
• Validation such as minimum and maximum numeric values or character lengths, depending on the field type.

See Advanced Form Building for every field type, widget and setting.

The Person field and profiles

When someone submits a form with a Person field, Qik looks for an existing profile with the same first and last name and a matching email address or phone number (or the same name, when neither has any email or phone recorded). If it finds one, the submission is linked to that profile; otherwise a new profile is created. This keeps one profile per person instead of a new record every time someone fills in a form.

Conditional logic

Fields can be shown or hidden based on other answers using expressions. For example, show an "Other — please specify" text field only when someone chooses "Other" in a dropdown. Expressions are set on the field's Expressions tab in the field editor.

Form settings

• Security / Privacy (on Basic Info) — Public lets anyone with the link view and submit the form; Secure restricts it to people with permission.
• Status — inactive forms can't accept submissions.
• Scopes — which parts of your organisation the form belongs to, and therefore who can manage it.

Payments, confirmation emails, notifications and the other tabs are described in Form Editor - Overview.

Previewing and sharing

On the Forms dashboard, click View Form next to a form to open it as people will see it. Fill it in yourself before sharing to check the experience. To test without creating real records, use the form's test mode link (select the form and choose Test Form Link from the Actions menu); test submissions are marked as test entries.

To put a form on your website or app, see Embedding Forms and Content. To send it to particular people and track who has completed it, see Form Requests and Automation.

FAQs