--- title: Creating a Form description: Creating a Form --- [Skip to content](https://support.wellifiy.com/en-au/knowledge-hub/creating-a-form#main-content) ![Wellifiy Logo Horizontal-1](https://support.wellifiy.com/hs-fs/hubfs/Wellifiy%20Logo%20Horizontal-1.png?width=145&height=51&name=Wellifiy%20Logo%20Horizontal-1.png) Open main navigation Close main navigation How can we help you? - There are no suggestions because the search field is empty. 1. [Wellifiy Knowledge Hub](https://support.wellifiy.com/en-au/knowledge-hub?hsLang=en-au) 2. [Forms, Assessments, & Docs](https://support.wellifiy.com/en-au/knowledge-hub/forms-assessments-docs?hsLang=en-au) # Creating a Form Forms collect structured information from patients, such as intake details, consent, and surveys. Your Organisation can build and manages its own Forms. This article walks through creating one. (For the difference between a Form and an Assessment, see the Forms vs Assessments guide.) --- #### 📍 Where to Create a Form Go to: **Administration → Form Management** Then click **+ New Form** in the top right. This opens the Create Form builder, where your new Form starts as a **Draft**. --- #### 📝 Name the Form 1. Enter a **Form name**. 2. Add a **Description** (optional). 3. Tick **Allow patients to make updates to their form submission** if patients should be able to change their answers after submitting. This is what appears as **Patient Can Edit** in the Form list. --- #### 🧩 Build the Form Content Forms are built from one or more **Sections**. Each Section has a **Section Heading** and a **Section Subheading**, and holds the content patients work through. Within a Section you can add two kinds of block: - An **Information Screen** is a rich text block for instructions or context, with no answer required. It supports headings, formatting, lists, tables, images, and links. - A **Question** is something for the patient to answer (covered below). Use **+ Information Screen** and **+ Question** to add blocks to a Section, and **+ Section** to add another Section. Each block can be reordered or removed using the arrow and bin icons beside it. --- #### ❓ Add a Question For each Question: 1. Enter the **Question text**, which is the question the patient sees. 2. Add **Helper text** (optional) to show guidance beneath the question. 3. Choose a **Question Type** from the dropdown. The options are: - **Free Text** - **Multiple Choice (Single Select)** - **Multiple Choice (Multi Select)** - **Rating** - **Date** 4. Turn on **Required** to make the question mandatory. Depending on the Question Type you choose, the builder will prompt you for any further details that type needs, such as the answer options for a multiple-choice question. --- #### ✅ Save and Publish Click **Save** in the top right to save your Form, or **Cancel** to discard your changes. New Forms are saved as a **Draft**, which isn't yet available for use. When the Form is ready, **Publish** it from Form Management to make it live. While it's still a Draft, you can also edit, clone, or delete it. See the Form Management guide for the full set of actions. --- #### 💡 Best Practices - Give the Form a clear, descriptive name so it's easy to find in Form Management. - Use **Sections** to group related questions, and **Information Screens** to set context before a set of questions. - Only mark a question **Required** when patients genuinely must answer it, so the Form stays easy to complete. - Keep a Form as a **Draft** until it's ready, then Publish it, since Published Forms can't be deleted (only archived). --- Next step: ➡️ *Publish the Form from Form Management, then attach it to a Service, a Patient Journey stage, or your patient sign-up flow.* - [General](https://support.wellifiy.com/en-au/knowledge-hub/general?hsLang=en-au) - [Product Release Notes](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#main-content) - [January 2026](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#january-2026) - [December 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#december-2025) - [November 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#november-2025) - [October 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#october-2025) - [September 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#september-2025) - [August 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#august-2025) - [July 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#july-2025) - [Getting Started](https://support.wellifiy.com/en-au/knowledge-hub/getting-started?hsLang=en-au) - [Appointments & Booking](https://support.wellifiy.com/en-au/knowledge-hub/appointments-booking?hsLang=en-au) - [Patient Groups](https://support.wellifiy.com/en-au/knowledge-hub/patient-groups?hsLang=en-au) - [Forms, Assessments, & Docs](https://support.wellifiy.com/en-au/knowledge-hub/forms-assessments-docs?hsLang=en-au) - [Group Programs](https://support.wellifiy.com/en-au/knowledge-hub/group-programs?hsLang=en-au) - [Case Notes](https://support.wellifiy.com/en-au/knowledge-hub/case-notes?hsLang=en-au) - [Messaging](https://support.wellifiy.com/en-au/knowledge-hub/messaging?hsLang=en-au) - [Billing & Payments](https://support.wellifiy.com/en-au/knowledge-hub/billing-payments?hsLang=en-au) - [Content Management](https://support.wellifiy.com/en-au/knowledge-hub/content-management?hsLang=en-au) - [Patient Journeys](https://support.wellifiy.com/en-au/knowledge-hub/patient-journeys?hsLang=en-au) - [Activities & Check-Ins](https://support.wellifiy.com/en-au/knowledge-hub/activities-check-ins?hsLang=en-au) - [Troubleshooting](https://support.wellifiy.com/en-au/knowledge-hub/troubleshooting?hsLang=en-au) - [Contact Us](https://support.wellifiy.com/en-au/knowledge-hub/contact-us?hsLang=en-au) [![Wellifiy Logo Horizontal](https://support.wellifiy.com/hs-fs/hubfs/Wellifiy%20Logo%20Horizontal.png?width=145&height=51&name=Wellifiy%20Logo%20Horizontal.png "Wellifiy Logo Horizontal")](https://support.wellifiy.com/?hsLang=en-au) [mailto:hello@wellifiy.com](mailto:hello@wellifiy.com) Copyright © 2025,