Forms are an excellent way to collect information from your prospects, owners, tenants, vendors, and more! Aptly Forms are wired to your boards and push information directly to your cards. You can get approvals from owners and tenants, updates from Vendors, and much more!

For a more detailed look into forms, check out our recorded webinar on Forms in the community.

Aptly Masterminds

How to Prepare a Board for a Form - Add Fields

Before you create a form, you’ll need to know what information you are gathering. This information needs to be added as a field to the board (Card Settings > Card Fields).

<aside> 💡 Be sure to avoid using special characters including question marks (?) in your fields. They will cause the form field to malfunction.

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Adding a new card field for a form is quick and easy.

1. Click Board Settings
2. Go to Board Fields
3. Click + Add Field.
4. Select the Field Type.
5. Add a Field Name to describe the field.
6. Optional: Add a description. This helps your team understand what the field is used for. An icon will appear next to the field in Card Settings and on the card. Hover the mouse over the i icon to view the field description.
7. Click Save. Your field will appear at the bottom of the list of fields. You can drag and drop the field in any order on the card.

Organize Form Card Fields

This is an optional step, but it’s helpful for instances where you’re gathering data from a form. Field groupings allow you to organize your fields. Think of the field grouping as the actual form. You’ll be able to access this information quickly on the card, and the fields will remain grouped together.

1. Click + Group.