Create a New Form

Creating New Forms

1. In Admin, under Global, click “Forms” 
2. Hover over  the plus sign.
3. Click “Create new form.” You’ll also be given the option to create a new form from PDF. Review Creating New Forms from PDFs for more information.
4. Under “Settings,” type in all the required information and any additional information you have into the text boxes.
   Note: Required information is highlighted in green and has an asterisk. Optional information is not highlighted and has no asterisk.
   Note: Users can click into the access rules without committing to adding them or not; changes save after you hit save button.  
   • Title: This is the name of the form.
   • Description: These are details about what the form is used for.
   • Access: This is where you indicate if the form should be available to provider types, and license statuses.
     
     
     • If you say no, you will be asked to create an access rule for the form (i.e. which provider type(s) and which license statuses).
       
   • Comments for this version: This can be any additional information you want to write down related to this version of the form.

1. Under “Form builder,” click, drag, and drop a component from the sidebar into the form space. (Check out Form Components for more information.)
2. When the component’s window appears, fill in all the information for the form component. (Go to Form Component Customizations for more information.)
3. Check how the form component will look in the preview section of the form components window.
   
4. Click  save to save this form component in the draft stage. (Review Publishing Forms and Deleting and Archiving Forms for more information about form stages.)
5. To preview how the form will look, click  preview.
   • To download the previewed form as a test to review how it will look as a PDF, click  Download PDF.
   • Then click  Edit to continue editing the form.
6. Click  Move to in review to save this form into the review stage.

If you plan to use cb Reporting to gain insight into the data that you are collecting with forms, there are a couple of things to keep in mind. 

Each Form Component must have a unique label. For example, you are unable to have two components that are labeled "First Name." As you are building your Forms in cb Admin, please be on the lookout for the error icons shown below. If you see these icons on any form component, please delete the components and then re-add a component with a unique label.

Editing Existing Forms

1. Click “Forms” 
2. Click the form you want to edit.
3. Follow step 4 and onward in the Creating New Forms process above.