Contents

• Overview
• Step-By-Step Instructions
  • Add a Form
  • Next Steps
• Related Articles

Overview

This article shows Program Admins how to create a new form in Next. In the example below, an Intake Form is shown, but the process of adding a form to other areas of the workflow is the same.
 

Step-By-Step Instructions

Add a Form

1. In Cycle Settings, click Intake in the top menu, then select Intake Forms from the left menu.  
   
   

    

2. Click Create New in the upper-right corner. 

   

   
   A new form will appear on screen. 

Next Steps

1. Set Up the Form: Follow the steps in  ➡️ Build a Form to set up the form's structure The Intake Form will automatically save as changes are made to it.
    
2. Rename the Form: Forms are created with a default name — follow the steps in ➡️ Rename a Form if you want to give the form a more specific name.
    
3. Add Fields: Follow the steps in ➡️Add a Form Field and ➡️Customize Form Fields  to add and customize form fields. For an in-depth overview of each form field type, see ➡️Understanding Form Field Types.

Related Articles

➡️ Changing Form Structure 
➡️ Add a Section
➡️ Delete a Form

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