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Creating Forms

by Feb 10, 2021Basic Setup, Creating Forms

Nucleus One gives you the power to create fillable forms for your business from directly within the application. Once you’ve created your form, simply make it public and publish the hyperlink on your company’s website to have people filling out the forms with ease. If you don’t wish to publish it on a site, you can simply send the hyperlink to those you wish to fill out the form.

In order to create forms in Nucleus One, you must be the creator of a project or have the Administrator role for the project.

1. Open the main menu.

Hamburger Main Menu
Form Templates Main Menu

2. Expand the Administration Menu at the bottom.

3. Click Form Templates.

4. Click the Plus button in the bottom right corner to create a new form template.

• To edit an existing form template, click its name and skip to step 8.

Form Template Page
5. Enter a name for the new template and click ADD.
Add Form Template

6. Watch the short animation explaining how to add fields to the form, then click CLOSE.

7. Choose an existing classification from the dropdown menu on the right.

Choose Form Classification

7a. If you need a new classification click the vertical ellipses next to Toolbox on the left of the window.

7b. Click Manage Classifications.

Toolbox Ellipses
Toolbox Manage Classifications

7c. Start with Step 7 in Creating Document Classifications to create a new classification for your form.

• If your form needs to be multiple pages, you can increase the page count using the page box on the right under Classification. You can type in the field or use the arrows to change the value.

Forms Page Count

• You can change which page of the form you are working on by using the arrows in the toolbar across the top or clicking the go to page button to jump to a specific page.

Form Template Toolbar Page Number

8. Drag a field from the selections on the left onto the body of the form.

Presentation Fields

Text fields are non fillable fields for conveying information on your form.

You can change the font size of the text in the field by replacing the default 16 on the right panel with your own value, or clicking the up and down arrows that appear in the Font size box when you click into it.

The double vertical ellipses allow you to move the field around the form. Clicking the arrows on the right panel allows more fine adjustments to the field’s location.

You can also resize the width of the field by clicking on the rightmost edge of the field and dragging to your preferred width.

In this example, we have the name of the form at the top and some instructions about when the form must be completed prior to the time off.

Form Presentation Text Fields

Image fields allow you to upload images to your form by clicking SELECT IMAGE on the right panel. Then browsing to the image you wish to use on your local device.

Form Presentation Image

Input Fields

Index Fields are linked to the fields that are part of the classification. Any values entered in these fields will also be entered in Nucleus One’s index fields when the document is captured.

In the example, we’ve added the Name field for the person requesting time, as well as the Start and End dates of the time requested.

You can also see that since the two date fields are required fields in Nucleus One they have the required tag under them on the form.

Form Input Index Field

If you need additional index fields in this classification you can click Manage Fields, under the Toolbox menu.

You can learn more about adding new index fields to classifications in the article Creating Fields And Including Them In Classifications.

Toolbox Ellipses
Toolbox Manage Fields

Text Box fields are fillable text fields that will save on the form but aren’t tied to Nucleus One index fields. Using the right panel, you can name the new text box.

The text boxes have all the same data types and most of the options are available to them as a Nucleus One Index Field.

If you’d like to know more about the data types, please check out this article Creating Fields And Including Them In Classifications, starting with Step 7.

In this example we’re using a single Text Box field named Reason for Leave, which is of the Text Data type.

Form Input Text Box Field

List Box fields are dropdown lists that can be populated by uploading a text file that contains one entry per line.

You can learn more about the List options by following the link to the List Datatype in the article Creating Fields And Including Them In Classifications.

In the example, I’ve created a Type of Leave list and uploaded it using the UPLOAD button in the right panel.

Forms Input List Box Field

Check Box fields add simple check boxes to the form. You can rename the check box field by adding a value to the Field Name box on the right panel.

Forms Input Check Box Field

Radio Group fields allow an alternative to a dropdown list by presenting all of the options on the form.

Name your field, then enter your choices in the Radio Value box on the right panel. You can toggle whether the buttons are displayed horizontally or vertically by clicking the ”Display in column checkbox”.

In the example we added the Types of Leave again using the Radio Groups.

Forms Input Radio Group Field

Sign & Date fields allow you to define areas that require signatures on the form.

It will create a button on the form that when clicked will prompt for the signer’s name to be typed into a field. You can name the field using the Label area in the right panel.

In the example, we’re requesting the employee’s signature and their supervisor’s signature.

Forms Input Sign and Date Field

You can change an existing field’s type at any time by selecting another type from the Field Type dropdown in the right panel.

Form Field Type

To remove any unwanted fields from the form template:

Click the double vertical ellipses and drag the field to the left panel into the trash can.

Delete Form Fields

You can preview the form at any time by clicking the PREVIEW button on the top toolbar.

Form Preview Button

Here is a preview of the example form that we just created after Jon Smith has clicked the Employee signature button. Now, it just needs his supervisor’s signature.

Completed Form Preview
Public Form

The form is automatically available to members of your Nucleus One project.
You can make it available outside of Nucleus One by clicking the Public checkbox under Classification on the right panel.

You can then obtain the public URL by clicking PREVIEW and copying the address from your address bar.

Form Public URL

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