Creating and Managing Forms in the Form Builder
To create or edit forms within the Registers section of Diversity Sync'd, please ensure you have the appropriate permissions.
Accessing the Form Builder
Open the side menu in Diversity Sync'd.
Navigate to Registers
Creating or Editing a Form
To create a new form, click the blue Create Form button located at the top right of the table.
To edit an existing form, select a form from the list, then open the grey Options dropdown and choose Edit Template.
Overview of the Form Builder
The form builder consists of two main areas:
Form Details - where you define the following details:
Form Name.
Form Description.
Choose whether the form should appear in the Quick Action Modal within participant shift notes.
Form Sections - where you build and organise form fields.
At the top of the form builder, you'll find three key actions:
Archive - Hide the form from staff.
Duplicate - Create a copy of the form.
Save - Save any changes made to the form.
Adding and Configuring Fields
The form builder supports the following field types:
Text
Text Area
Number
Switch (yes/no option)
Date
Phone
Currency
Signature
Select Dropdown
Multi-Select Dropdown
Image
Attachment
Dialogue
List
Need a different field type? Contact Support.
To Add a Field:
Drag and drop your chosen field into a section.
To Reposition a Field:
Use the Position Buttons within the Field Options OR Drag and drop it to the new desired location within the form.
Managing Sections
To add a new section, click the blue Add Section button.
Click on a section (not an individual field) to:
Edit the Section Title and Description
Define the number of Columns (up to 6)
Adjust the Position of the section within the form
Managing Fields Within a Section
Click on an individual field to:
Add a Label and Placeholder
Define the Width (column span)
Adjust its Position (via drag and drop or field settings)
Different field types may have specific configuration options.
Column Layout and Field Widths
Each section supports up to 6 columns (representing 100% width).
Example:
A section with 6 columns means the total width is split into 6 columns.
You can add up to 6 field, each with a width of 1 column (or a single field with a width of 6).
Use column widths strategically to create a well-structured layout.
Saving the Form
Be sure to Save the form before exiting the builder.
Once saved, the form will appear in your organisation's Registers section.
It will also become available for staff to attach to participant shift notes within the participants 24 hour block.
If you need further assistance, please contact Support.