Forms
Building, queuing, completing and reviewing forms.
Sections
Filling in forms
For carers: how to find and complete a form, what auto-saves, what locking means.
Queued forms & assignments
Queuing a form for someone to complete, the "For you" pile, recurrence, deadlines.
Building templates (admin)
For admins: the FormBuilder, question types, conditional logic, sharing, notifications.
Audit, history & reporting
Completed-form filters, lock/unlock, exports, Insights, single-entry view.
All articles in Forms
Forms — overview
Templates, queued submissions, and completed history — all on one page with three tabs.
Filling in a form
The carer's flow: find the template, answer each question, hit submit. Auto-save is silent.
Queuing a form for someone to complete
Send a template to one or more users with an optional deadline, reminders and recurrence.
Building a form template
The FormBuilder — adding elements, the per-element editor slide-over, conditional logic, save flow.
Forms Insights
Personal and team-wide stats on your forms — completion rates, top performers, streaks.
Queue pips on Templates rows
The amber "Due in" and red "Overdue" pills on Templates rows — what they mean and how to act on them.
Yes/No questions have an extra comment box
Every yes/no question in Carerealm forms has an optional "Additional information" textarea — easy to miss.
Form notifications and linked workflows
Email notifications on submission, plus the per-form workflow links surfaced in the builder.
Forms history (Completed tab)
Past submissions for the area — filter by submitter, form, date range. Open a row to read.
Exporting form submissions
Per-area XLSX exports, plus PDF/Word/Print for single submissions.
Sharing a template
Three modes: realm-wide (default), specific areas, or public URL.
Conditional questions — silent appear/disappear
Form questions can be set to only appear based on an earlier answer. They show/hide without warning.
Who can see and complete which forms
Template-level sharing × area-level access × moderator/admin gates.
Suggest a new help article — or a brand-new feature. Every note lands in our inbox and we reply.