Frisco Form Forge User Guide

Form Forge User Guide

FormForge allows users to create their own custom forms within Frisco 2.0. Users can design forms for clients, agency operations, or staff-related processes, and control how data is collected and submitted.

Accessing FormForge

1. Go to Setting then Templates then click Forms.
   
   

2. Click Forms to access the FormForge.

Creating a New Form

1. Click the Create Form button.

2. Enter the Form Name.
   
   

3. Select the Form Context:
   
   

   • Client – For client-related data
     
     

   • Agency – For agency-wide use
     
     

   • Staff – For staff-related data

4. Click Create this Form.
   
   

FormForge Layout

After creating a form, users will see three main tabs:

1. Fields Tab

• Add and customize fields for the form.
  
  

• Field types include:
  
  

  • Text, Text Area, Email
    
    

  • Number, Phone
    
    

  • Date, Time, Date/Time
    
    

  • Radio Buttons, Checkboxes, Dropdowns
    
    

  • Autofill fields (for Client context only) – automatically populate client information

2. Appearance Tab

• Form Status: Published or Unpublished
  
  

  • Published – Form is available for submission
    
    

  • Unpublished – Form is not visible to users
    
    

• Form Type: Global or Private
  
  

  • Global – Available to everyone
    
    

  • Private – Restricted to specific clients or users

3. Behavior Tab

• Configure confirmation messages after submission.
  
  

• Optional: Add Signature Field so submitters can sign the form.
  
  

Saving the Form

Once all fields are added and configured:

1. Click Save Changes to finalize the form.
   
   

2. The form is now ready for submission based on its context, type, and status.
   
   

Tips

• Use Autofill Fields for client forms to save time and reduce errors.
  
  

• Double-check the Form Type to ensure the correct visibility.
  
  

• Use Signatures for forms that require acknowledgment or approval.
  
  

Need Help or Support?

If you need further training or assistance using FormForge, please reach out to our support team at:

? support@frisco.care

We’re happy to help you get the most out of your forms and ensure a smooth experience with Frisco 2.0.