Custom Forms Overview

The Custom Forms module lets you:

• Build forms using drag-and-drop field types
• Publish forms publicly with shareable links and QR code
• Map submitted data into Lead, Student, or Class Enrollment workflows
• Track and manage submissions from the Responses section 

Step 1: Access Custom Forms

• From Dashboard, go to Settings
• Open Custom Forms
• You will land on the Custom Forms List page

Create a Custom Form

Step 1: Open Create Form

• Click “+ Create Form” from Custom Forms list

Step 2: Fill Form Information

• Enter Form Title (must be unique)
• Select Status:
  • Draft: Not publicly active
  • Published: Live and accessible
  • Archived: Not active for collection
• Add Form Description (optional)

Step 3: Build Fields

• Drag field types from left panel to canvas
• Configure each field in Field Settings
• Supported fields include:
  • Text Input, Text Area, Number
  • Radio, Select Dropdown, Checkbox
  • Email, URL, Date, Time
  • File Upload, Signature, Rating

Step 4: Preview and Save

• Click Preview to check layout
• Click Save

Edit a Custom Form

• Open form from list and click Edit
• Update title, status, description, and field settings
• Click Save

Note:

• If the form already has responses, changing status to Archived is restricted

Generate and Share Form Link

Step 1: Generate Link

• From form actions, click Generate Link

Step 2: Share

• Use Copy Link tab to copy URL
• Use QR Code tab to download QR image

Note:

• Link generation is blocked for Draft or Archived forms

Connect Form to Lead

Step 1: Open Connect

• From list actions, click Connect Form
• Select Lead Records

Step 2: Set Availability

• Choose Subsidiary and Branch scope

Step 3: Map Fields

• Map each form field to a lead field
• Only compatible field types are shown

Step 4: Save Mapping

• Click Save Mapping

Rules:

• Duplicate mapping is not allowed
• Required fields must be mapped

Connect Form to Student

Step 1: Open Connect

• Click Connect Form and select Student Records

Step 2: Configure Availability

• Select subsidiaries/branches

Step 3: Map Fields

• Map form fields to student fields

Step 4: Save

• Click Save Mapping

Rules:

• Duplicate mapping is not allowed
• Required fields must be mapped

View Responses

Step 1: Open Responses

• To view form responses, click anywhere on the respective form row to access its submitted responses.

Step 2: Use Response List

• Search responses
• View submitted values
• Check submission date and time
• Use actions for detail or delete

View Response Details

• Open a response from the list
• To view the response details, click on the respective response row from the response list.

• View full submission field-by-field
• File and signature fields are shown in detail view

Disconnect a Form

From List:

• Click Disconnect from form actions
• Confirm disconnect

From Connection Screen:

• Open connection page
• Click Disconnect
• Confirm action

FAQs

FAQs

• Why can’t I save mapping?
  Duplicate or required fields missing
• Why can’t I generate link?
  Only Published forms allow this
• Can I restrict by branch?
  Yes, using availability settings
• Can users upload files?
  Yes, file upload is supported