Planning Your Capture Forms

Creating useful forms for your clients or other prospects to complete requires a bit of planning. Before creating and publishing your Capture forms, you might consider the following:

• Section order/layout: Consider the way the client or prospect will see and enter data in your forms. Do you want them to enter all contact/participant data at the beginning of the form, or would it be best to have a particular contact section before or after a specific data collection section? 
• Carefully pre-plan your form: All sections of your Capture form can be arranged however you like until you publish the form. Once the form is published, you can’t make changes to it unless you unpublish it, so it’s recommended you evaluate, build, and test the form before making it available to your prospects/clients.
• Build the form for your audience: Rather than ask all potential questions in a single form, consider splitting the questions into multiple forms that you can selectively target clients with.
• Required fields: Determine which form fields should be required in each of your Contact / Data Collections sections.
  NOTE:  When your form contains required fields, clients cannot submit the form until all required fields have been answered. If you have checkbox fields in your forms, you should never set those to Required unless you know their response should always be checked (as in EULA cases, indemnification agreements, etc.).
• Single or multiple answers: Determine whether you should allow users to add two or more sets of answers and then add multiple rows accordingly.