Your own individual forms

Create your own forms for your visit.
This tutorial explains by means of an example where and how you can create and customize your own form.

1 With the following example form, we will demonstrate the use and presentation of a new form:
2 Revision
3 Übersetzung der Formulare

You can find the view for your own forms in the administration on the Visitor Portal tab under Visitor Form.

With the following example form, we will demonstrate the use and presentation of a new form:

When creating a new form via "NEW", assign a name for the form.

With Active, we can generally de-/activate the form.

Empfang Preregistration / Intranet Preregistration
Select which pre-registrations you want to make the form available for.

Default value
During pre-registration, you can use this checkbox to define whether the form should be preselected.

Delete data after (days)
With this setting, the data collected from this form will be automatically deleted after X days.

Please note, the name of the form is later visible to the visitor, when he has to give his signature to confirm which forms he has read and filled in.

After saving, you will return to the form overview.

Now select Form-Elements to continue editing the form.

Your new form is still empty, with New you add the first element.

For detailed explanations of the individual attributes, please see at the end of this help page.

We will first create a heading element (Headline). Fill in the form element as shown in the screenshot:

Save this form element.

Create another element, here we now want to ask a question to the visitor.

Save this form element.

At the end we want to create an input field for the answer option.

Create another element in the form element overview with the following parameters.

Save this form element.

If everything worked out, you should now have the following listing in the form overview:

Done.

Your visitor will now be additionally asked in the visitor portal with the following form:

Revision

Keep track of changes and versions.

The button Versions takes you to an overview of all versions of the form. This allows you to look at previous versions again or, for example, to create a revision based on another version of the form.

A new revision is in draft status. If the yellow lock symbol is visible, the form is in draft status and can be finalised, i.e. closed, via the lock.

From this moment on, these changes are available as a new revision in the versioning list.

Example case: If you created a new version of a form today, but sent a visitor a pre-registration of this form a few days ago, the visitor will see the version at the time the visit attachment was sent. Regardless of how many new versions you have created in the meantime.

Übersetzung der Formulare

You can translate the individual elements manually in the labels.

If you have a paid licence for the DEEPL connection, you can also have the individual elements translated in one step at the touch of a button. You will find a suitable button for this in the label view below.

If you have activated the DEEPL connection by means of a licence, you can also have the complete form translated with one click. You will find the corresponding button in the form overview.

For more help on the current form elements to customize the content of the forms, see the separate page: Form elements.