- Log in to Legwork and navigate to the Forms tab.
- Click Form Builder in the sub-navigation.
- Click Add a Folder, or select a folder you want to add a new form to.
- Click the New Form button in the top right-hand corner of the screen.
- Name your new form and select a folder to add it to.
- If you want your form to create new leads in Legwork, select This is a lead capture form.
- If you want your form to add submitters to groups in Legwork, select Add Submission contacts to a group in Legwork and select the group(s) you want to add contacts to.
- Click the Create Form button. Your new form will appear in the folder you saved it to.
No matter how you build them, all forms are mobile responsive and will look good on any device.
Building a Form
- Log in to Legwork and navigate to the Forms tab.
- Click Form Builder in the sub-navigation.
- Navigate to the form you want to edit and click on the form name. For creating a new form, please see Creating a New Form
Tip: If you hover over the form name, you can select quick actions from the dropdown.
- Drag and drop the fields you want to use on your form.
Creating a Multi-Column Form
- Select the Section Break field and drag it on to your form.
- Click on the Section Break you just dragged on to your form. Field configuration options will display on the left side of your screen.
- In the Section Break configuration options, click the Columns dropdown and specify if you want a 1, 2, 3, or 4 column layout.
- Drag fields into the section break field to add them to the new layout.
Adding New Pages to a Form
- Click the Add New Page link at the bottom of the form builder. This adds a new page to the form.
- Drag fields underneath the Page Break to add to the new page.
Tip: You can preview your form at any time to see how it will look with multiple pages.
Configuring Form Fields
There are a number of different fields you can configure to fit your needs. Please refer to the following articles to learn about each form field.
Form Field Name | Article |
Name | Configuring a Name Field |
Sex | Configuring a Sex Field |
Phone Number | Configuring a Phone Number Field |
Email Address | Configuring an Email Address Field |
Address | Configuring an Address Field |
Birthdate | Configuring a Birthdate Field |
SSN | Configuring a SSN Field |
Date Picker | Configuring a Date Picker Field |
Time | Configuring a Time Field |
Number | Configuring a Number Field |
Short Text Entry | Configuring a Short Text Entry Field |
Long Text Entry | Configuring a Long Text Entry Field |
Dropdown | Configuring a Dropdown Field |
Single Choice | Configuring a Single Choice Field |
Multiple Choice | Configuring a Multiple Choice Field |
Spinner | Configuring a Spinner Field |
Signature | Configuring a Signature Field |
Description Area | Configuring a Description Area Field |
Section Break | Configuring a Section Break Field |