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Creating an editable form in CheckHub is straightforward and efficient. This guide will walk you through the process of building a form to collect details from candidates, such as during a hiring process.
Step-by-Step Guide to Building Your First Form
- Access the Form Builder
- Log in to your CheckHub account.
- Navigate to
Settings > Form. - Click on "Add" and select "Form Builder".
- Create a New Form
- Click on the "New Form" title and enter a name for your form (e.g., Application Form).
- Add an Introduction
- In the introduction section, type some text to explain the purpose of the form and why the data is being collected.
- Use text decorations like H1, H2, H3, bold, and italic to format your text.
Adding Elements to Your Form
- Insert Form Fields
- Place your cursor at the beginning of a line. Click on the "+" icon that appears.
- Select "Dynamic Field" from the options.
- Click on "+" > "Dynamic Field" and choose "Standard - Text".
- Set the field options as shown in the screenshot.
- Prefilled Values
- Use the "prefilled" value option to preload existing information, allowing users to adjust and correct any details if necessary.
- Repeat for Additional Fields
- Add other fields like last name, email, job title, and starting date by repeating the above steps.
Exploring Advanced Features
- Enhance Your Form
- Explore additional features such as adding your company logo, setting conditional displays, and creating lists of values to tailor the form to your needs.
Finalizing Your Form
- Save and Implement
- Once satisfied with your form, save your changes.
- You can now set this form as mandatory in your next contact onboarding process to start collecting data efficiently.
Congratulations! You've successfully created your first editable form in CheckHub.
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