Creating and Editing Forms in DriverHub

1. Access the Forms manager

To access the Forms configuration page, navigate to Config > Forms. This will open up Forms, where you can view a list of existing forms, their Responsible Party, the Record Type they generate, and their creator.

2. Create a new form

To start a new form, click the Add New Form button. Alternatively, click on an existing form name to edit it.

3. Configure form settings

When creating or editing a form, you must first complete the top fields in the Form Dialog box. These settings control how the form behaves.

• Template: (Optional) Load a template to use as a starting guide. This can help you quickly create a customized version of a standard form.

• Form Name: Enter a unique name for the form. (Required)

• Output Record Type: Select which type of Record is created in the system upon completion (e.g., Application, Medical, Previous Employment). (Required)

• Prefill Mode: Choose how the form handles existing data:

  • Prefill: Automatically fills fields with information already collected or stored in DriverHub.

  • Widget Settings: Defers to the individual settings of each widget (some widgets may be set to prefill while others are not).

• Responsible Party: Determine who is required to fill out the form.
  • Recipient: The applicant or driver completes the form.
  • Assigned Team Member: The recruiter or manager completes the form.
  • Both: Requires input from both parties.
• Signature Requirements:  Toggle each setting to determine who is required to sign the form and in what order. 

• Type of Signature: Select the signature style for the signer:

  • Fancy Font: The signature appears as a script font based on the name of the user completing the form.

  • Manual: The signer uses their mouse or touchscreen to draw their signature.

• Visibility Limit: (Optional) Use this to make the form visible to only the recipient or only the admin. This is useful for forms that are for internal Recruiter/Admin use only, avoiding confusion during the application process. Selecting "No Limit" will keep the form visible to all parties. 

4. Building the form: Steps and Widgets

Once the general settings above are configured, you will build the actual content of the form. DriverHub forms are structured using Steps (pages) and Widgets (questions/fields).

• Creating Steps: Steps are the individual sections or pages of your form that a user sees one at a time. Breaking a form into multiple steps improves the user experience for longer forms/applications.
  • Name the Step: In the field labeled "New Step Name", enter a clear name for your step (e.g., "Personal Information," "Employment History," "Consent").
  • Add the Step: Once the step name is entered, click the designated button to create the new step.
  • Note: Every form must have at least one step.

• Adding Widgets: Widgets are the building blocks of your form. They represent the specific questions, data fields, or blocks of information within a Step. You can choose from Simple Widgets or Complex Widgets in the dropdown list.

  • Simple Widgets (Custom Fields) Use these to build your own custom questions field-by-field. Common types include:

    • Text Input: For short answers like names or single-line responses.

    • Date Picker: For selecting dates (e.g., Date of Birth, Start Date).

    • Select List / Dropdown: To provide a list of predefined options for the user to choose from.

    • Checkbox: For "Yes/No" confirmations or multi-select options.

    • Instruction/Label: To add read-only text or instructions for the user.

  • Complex Widgets (Pre-made) These are pre-configured collections of fields designed to capture standard data sets efficiently. Using a Complex Widget adds multiple related fields at once.

    • Examples: A generic "Address" widget might automatically add fields for Street, City, State, and Zip Code.

    • Configuration: While pre-made, these widgets may still offer configuration options to tailor them to your needs (e.g., making certain fields required).

• Configuring Widgets: After adding a widget to a step, you can configure its specific properties, such as:
  • Label: The question or text displayed to the user.
  • Required: Check this box to force the user to complete the field before proceeding.
  • Pre-fill: If available, set whether this specific widget should pull data from the user's profile.
  • Who can edit this field?: For dual-responsibility forms, this allows you to lock down the specified widget so that only one of the responsible parties can complete it. This is useful for forms such as offer letters or disciplinary forms where an admin would complete fields that they wouldn't want a candidate or driver to change as they sign their part of the form. 

5. Saving the Form

Once all Steps and Widgets are added and configured:

1. Click the Save button.

2. Your new form is now complete and ready for use.