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Forms

What it does​

Forms are the structured screens used to capture information consistently — for example an intake questionnaire or an assessment. Each form is built from concepts so the data it collects is standardized.

Where to find it​

Choose Forms from the navigation (/forms). You'll see the forms available to you.

📸 Screenshot: the Forms list (forms-list).

Common tasks​

Fill in a form​

Open a form and complete its fields, then submit. Your submission is saved and can be reviewed later under Submissions (/forms/submissions).

Build or edit a form (administrators)​

  1. Open the Form builder (/forms/builder).
  2. Add fields by choosing the concepts you want to capture, arrange them into sections, and set which are required.
  3. Save to create a new version. Existing submissions keep the version they were entered with, so history stays accurate.

Preview a form​

Use Preview to see exactly how a form version looks and behaves before people use it.

Review submissions​

Open Submissions to browse completed forms and open any one to see the captured answers.

Tips & limitations​

  • Editing a form creates a new version rather than changing past submissions — so reports stay consistent over time.
  • A form can only capture concepts that exist in the dictionary; add the concept first if it's missing.