Contents

• Overview
• ⚠️Important Notes
• Step-By-Step Instructions
  • Build a Form
  • Next Steps
• Related Articles

Overview

This guide shows Program Admins how to build a new form in Next. The example below uses an Intake Form, but the process is the same for other forms in the workflow.

⚠️Important Notes

• The steps in this article apply to a form's first setup. To make changes after that — like adding fields or changing structure — see ➡️ Add a Form Field or ➡️ Change Form Structure.
   
• The form must already exist. You can't build out a form until it's been created. See ➡️ Add a Form if you still need to create one.
   
• Changes save automatically as you build the form, noted at the top of the screen.
  
  

Step-By-Step Instructions 

Build a Form

1. Select Open next to the form you want to build. 
   
   

    

2. If this is a new form you're opening for the first time, a structure prompt appears. Select either "Divide form into sections" or "No Sections," then click Confirm. 
   
   📌 Note: You can change this later. See ➡️ Change Form Structure.

The following message will appear on screen: "You can change whether or not you want sections for this form at any time by accessing the gear icon." Click Got It to close the message.

Next Steps 

1. 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.
    
2. 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

➡️ Add a Section
➡️ Delete a Form
➡️ Intake Forms
➡️ Eligibility Forms
➡️ Request Forms
➡️ Building Custom Review Feedback Forms
 

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