Survey Form

Survey Forms module is for building custom forms — feedback forms, satisfaction surveys, intake questionnaires, or any structured data you want to collect — and collecting responses from three different kinds of people, without writing any code.Every form can be targeted at one or more of these audiences:Staff — the form appears under Survey Forms → My Survey Forms in the staff sidebar. Staff must be logged in.Patient — the form appears

Open a draft form from the Survey Forms list to reach the Edit page. Below the form details, the Survey Builder panel lists every field currently on the form and lets you add a new one, giving it a Field Label, a Field Type, an optional Placeholder, whether it is Required, and its column width on the form (full width or half width).The following field types are supported:Field TypeDescriptionTextA single line of free text.NumberA numeric

Go to Survey Forms → Survey Forms from the sidebar and click on the + Create Survey Form button on the top right of the list page.On the Create Survey Form page, enter the Form Title, an optional Description shown above the form fields, and a Thank You Message shown to the user after they submit — leave the thank you message blank to show a default message instead.Under Schedule, you can optionally set a Start

Where a published form shows up depends on which Target Audience it was assigned to when it was created. The same form can appear in up to three different places at once.StaffA staff member sees any form assigned to the Staff audience under Survey Forms → My Survey Forms in their own sidebar, with a red badge showing how many are still pending.Clicking Fill Form opens the form, deadline shown at the top if an end date was set. All fields are filled in

Once your form has at least one field, click Save changes and then click the Publish button on the Edit page (shown as Close once already published, which is used to stop taking new responses later).If Front Site was selected as a Target Audience, a Public Link and an Embed Code appear on the right side of the Edit page as soon as the form is saved — every form actually gets its own unique link the moment it is created, so this

From the Survey Forms list, click the View Submissions action on any form to open its Submissions dashboard. The top of the page shows four quick summary tiles: Total Responses, Form Fields, Status and Schedule, followed by three tabs.Response StatisticsEvery Radio, Checkbox and Yes/No field gets a breakdown of votes and percentage per option, with a bar and a donut chart. Free-text fields