How to create a form in Audiri

Learn more about creating digital forms that can be completed and submitted directly from the Audiri app or from a users browser.

Updated over a week ago

Go paperless with the Forms function in Audiri

  • Collect information from your app users digitally.

  • Once the information has been submitted, a link to download a PDF copy of the submission details will be sent to the email address/es that you designate.

  • All submissions will be available on the admin console, ensuring you never lose the important details.

Note: The link to PDF submission details is only valid for 7 days and it is highly recommended that forms should not be used to collect payment or financial information.

Layout of the Forms builder

  1. Use this function to move or reorder the questions/fields in the form.

  2. Use this to Add additional questions/fields

  3. Use the Clone button to copy the field/question that is currently being edited.

  4. Use Delete to remove the current field/question that is being edited.

  5. Check the Required box in the bottom left-hand corner if applicable.

Follow the instructions below to create a form using Audiri.

Step 1

  • From the home screen, create a new form by clicking on the Form icon.

  • You can also navigate to your list of forms via the left-hand menu of the admin console.

    • From here, you can create a new form by clicking on the Create form button on the top, right-hand corner of the screen.

Step 2

  • A new form template will appear.

  • Begin by filling in the form's title and description (optional).

  • Click on the Add button to add fields to the form.

    • A box will appear with a dropdown menu in its top right-hand corner.

    • Use this dropdown menu to select the type of field.

    • Field options include:

    • Parent name

      • First name

      • Last name

    • Contact details

      • Phone number

      • Email

    • Short response

    • Long response

    • Date

    • Selection

      • Yes/No

      • Dropdown

    • Payments

      • Fixed amount

      • User-entered amount

      • Single selection

      • Multi selection

      • Document

      • Signature.

Step 3

  • Once all of the fields are set, navigate to the settings panel on the right-hand side of the page.

  • To make the form visible (or active), add a group into the Share with groups field.

    • To make the form inactive, leave this field blank or remove the group that is currently there.

  • In the Send new submissions to field, select the user who will receive the form submissions.

    • The user can be an Active or Invited user.

    • When creating a form, you can nominate one or many email address/es to receive the submissions from your audience.

      • To send all submissions to an email address, go to the "Send submission notifications to" section on the right-hand side of the admin console screen.

      • From here you can add one address, or many address.

      • You can also separate the submissions by their particular response criteria.

      • To do this, click on "Add conditional notifications" (which appears below the "Send submission notifications to" section), then allocate an email address to each of the form's selection criteria.

        • For instance, if your form asks, "Which session would you like to attend?" and the selection criteria are "Morning", "Afternoon" and "Evening", you can set the submissions that selected "Morning" to be sent to Admin A and submissions that selected "Afternoon" to Admin B and so forth.

Note: This form defaults to the submission email that is linked to your admin login details.

Once completed, select Publish to publish the form. The form will now be visible to the selected groups in the app under the Forms tab (located next to the General tab).

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