Adding a Form to Your Agenda

BoardCloud has a built-in form builder that can produce any kind of form - from a one click survey to a multi-page fill-in form.

Click here for more information about the new BoardCloud Form Builder.

There are a few different ways to add a form.

Adding a form via Settings

To the left of the screen, click 'Admin' and then 'Settings'. Find the 'Forms' section, the fourth option from the top. This opens the forms definition list, where a button to add a new form is located (outlined in yellow in the images below)

 

Adding a form via the Agenda

A different way to add a form is to add it from the Agenda. The Add Form button, outlined in yellow in the image, allows you to add forms to the agenda. This functionality is available by clicking the three dots next to any agenda item.

The add form dialog will pop up and should look similar to this:

Click on "Pick Your Form Options" if you want to add an already existing form. The available forms displayed are sourced from the forms created in the Forms Builder.

It is quick to add new forms by creating them in the forms builder. At the bottom of this dialog is an option to collect form submissions with anonymized results. Check this option should you require your form to carry this option. Once clicked, you will be able to select the form you want to add to the meeting.

By clicking the Continue button, Members can be selected who need to fill in the form.

After clicking the Finish button, the form will be added to the meeting agenda.

Form Options

Once a form has been embedded into an agenda, the following options are available for working on the form:

View Form

When clicked, this option will open the form in a full-screen pop up window. The window can be closed by clicking on the 'X' icon in the very top right of the window.

The form is not usable in this view. It is designed to allow for a read-only view of the form for checking purposes.

View Form Results

This option will open up a review window, which will show the results of the form completion. This works well for multiple choice options, but text based options are more difficult to reduce to a single statistical result.

Email Form Notice

A form that has been added to a meeting agenda can be emailed to form participants. This will serve as a reminder to members to complete the form. 

The email carries a link to the form for completion and submission.

Now that you've added a new form, you can create a beautiful, customized form.