How to Build a Custom Form in Axial Shift

The Custom Form Builder allows you to create forms that can be used for operational checklists, manager logs, audits, surveys, acknowledgments, and other data collection needs.

The page is divided into two main sections:

• Tool Box (left side) – Contains all available form elements.

• Form Builder (right side) – The area where you build and organize your form.

Creating a New Form

1. Navigate to the Custom Form Builder.
2. Enter a name in the Form Name field.

3. Ensure the Is Active checkbox is selected if the form should be available for use.

4. Begin building your form by dragging items from the Tool Box into the Form Builder area.

Using the Tool Box

The Tool Box contains a variety of form elements that can be added to your custom form. Common elements include:

• Header – Add section titles or form headings.
• Paragraph – Display instructions or informational text.
• Line Break – Separate sections visually.
• Text Input – Single-line text field.
• Number Input – Field for numeric values.
• Multi-line Text Input – Larger text area for comments or notes.
• Single Drop Down – Allow users to select one option.
• Multi Drop Down – Allow users to select multiple options.
• Date Time Picker – Select both date and time.
• Date Picker – Select a date.
• Time Picker – Select a time.
• File/Image Input – Upload documents or images.
• Message Acknowledgment – Require users to acknowledge a message before submitting.

To add an element, drag it from the Tool Box and drop it into the Form Builder area. Once added, you can rearrange the elements to create the desired form layout.

Customizing Form Elements

Each form element includes several action icons:

Settings (Gear Icon) 

Click the Settings icon to customize the selected form field. Depending on the field type, you may be able to:

• Change the field name or label
• Add instructions or descriptions
• Configure dropdown options
• Mark fields as required
• Adjust field-specific settings

Duplicate (Copy Icon)

Creates a copy of the selected element, saving time when building similar sections.

Delete (Trash Can Icon)

Removes the element from the form.

Move (Arrow Icon)

Allows you to reorder elements within the form.

Required Fields

Fields marked as Required must be completed before the form can be submitted. This setting can be configured through the element's Settings menu.

Saving Your Form

Once your form is complete:

1. Review the layout and field settings.
2. Click Save in the upper-right corner.
3. Your form will be available according to its assigned configuration and active status.

By combining different field types and organizing them into sections, you can quickly create custom forms tailored to your operational needs.