Custom forms

Custom forms let you build your own data-collection forms without a developer. Add the fields you need, save, and your team can start filling them in — and workflow rules can act on the answers.

Design a form

1. Open Custom forms.
2. Enter a form name and a category.
3. Under Fields, add each field with a key, a label, a type (text, multiline text, number, checkbox, date, or email), and tick required if it's mandatory. Use + Add field for more.
4. Click Create form. It appears in Your forms.

Add workflow rules (optional)

• Under Workflow rules, make the form act on an answer: pick a field, an operator (equals, not equals, contains, greater than, less than), and a value, then choose an action:
  • Flag for review marks the submission so it stands out on the responses page.
  • Raise CAPA auto-creates a corrective action from the submission — give the rule a CAPA title (a response raises at most one CAPA even if several rules match).
• Rules are evaluated on every submission; see CAPA for what happens to raised actions.

Fill in a form

• In Your forms, click Fill next to a form, pick the site, answer the fields and Submit. Any workflow rules run against what's submitted.

Read the responses

1. Click Responses next to a form (or go to /forms/{id}/responses).
2. Every submission is listed newest first, showing who submitted it, when (UTC), and each answer under its field label.
3. Use the Show filter to see only responses flagged for review — flagged ones carry a warning badge and border.
4. A response whose rule raised a CAPA shows a badge linking straight to that CAPA, so you can follow the corrective action without leaving the trail.

Tip: keep field keys short and stable — the label is what people see, so put the friendly wording there. Workflow rules refer to fields by key.

Related

• CAPA (corrective & preventive actions) — Workflow rules raise CAPAs to closure
• Reference lists — Managed pick-lists keep form field values consistent
• Observations (BBS) — Another field-capture flow with CAPA follow-up
• Audits & inspections — Checklist-based inspections that also raise CAPA