Accessing Design and Preview UI

  1. Choose a Template: Open a template or create a new one and enter the Design and Preview UI.

Adding and Configuring Request Fields

  1. Add Fields: Click on ‘Add a new field’. Choose from various field types such as ‘Text Area’, ‘File Upload’, ‘Phone’, ‘Multi-Choice’, and more.
  2. Configure Fields: Set up each field according to your needs, including optional settings like conditional logic.

Advanced Features

  1. Conditional Logic: Implement conditional logic to show or hide fields based on user responses within the form.
  2. Encrypted Fields: Use the encrypted field option for sensitive information to ensure security and compliance.
  3. Multiple Pages and Sections: Organise your template into multiple pages and sections for complex data collection projects.

Finalizing and Testing

  1. Preview Your Template: Use the preview function to see how the template will appear to end-users and make adjustments as needed.