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Illinois State University

Creating a Form and Basic Settings in Formstack

Form Creation

 

To create a new form, or edit an existing form, follow the steps below:

 

  1. Launch Formstack.
  2. Within the application, use the Search field to find the folder from which you wish to create a form or choose a folder by clicking the folder name in the list.
  3. Click to open the folder for the department or group to which the form will be related.
  4. Select [New Form] to create a new instrument or click the form name to begin editing an existing form.

 

Basic Fields

 

Basic fields include:

 

 

 

Advanced Fields

 

Advanced fields include:

 

  1. Types of fields:

1a. File Upload

1b. Date/Time

1c. Matrix

1d. Event

1e. Credit Card

1f. Signature

1g. Description Area

1h. Embed Code

 

 

 

Field options

 

Field Options include:

 

 

 

Sections

 

Adding sections to a Formstack document will allow for pagination and creating multiple pages on an instrument. It is recommended that multiple sections and pages NOT be used.

 

 

Themes

 

Basic Settings

 

General settings include:

 

 

 

More advanced settings are available, including:

 

  1. Emails & Redirects
  2. Security
  3. User Access
  4. Approvals
  5. Integration Hub
  6. Plugins

 

 

 

 

How to Get Help

 

For technical assistance, contact the Technology Support Center at 309-438-4357, or by email at SupportCenter@IllinoisState.edu.

 

 

 

Additional Information: