Rival Help CenterWorkflow

Checklist: Building a Form

Before starting your Form in Form Builder, plan it out. Here's a checklist:

green check mark icon Design the form on paper first

green check mark icon Identify any fields requiring validation

green check mark icon Create any lists you need (Lists tab) or import them (Import Lists tab)

  • green check mark icon Create the form using Form Builder green check mark icon Set properties on each element you add to the Form green check mark icon Preview the form as you add elements

green check mark icon Save and publish

green check mark icon Attach a form to a task