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How to Create Form-like Experiments
How to Create Form-like Experiments
Usage of the form element
Meirav Matto avatar
Written by Meirav Matto
Updated over a week ago

Create protocols and convert them into form-like experiments, allowing members to interact with the form object but not edit.  

How to create a form element:

1. On a protocol page > Click on any section to activate the editing mode --> Go to the 'More' menu --> Choose  'Add form':

2. Start building your template by adding new form objects from the text editor toolbar by clicking on the round circle button at the right and click Insert.

The form objects can be inserted anywhere within the element.

The form objects you can add are: 


Simple Text input - Any text can be entered in this field. You can optionally add a hint to let the users know what should be written in that field.


Numbers only input - Only numbers can be added to this field.

Paragraph input - Add longer text than the simple object.

Collection input - A collection dropdown menu to choose one item of that collection. In case you might need to get collection item data automatically see this article

Checkbox - Add a checkbox to allow users the option to select from a list or verify a step. Many options can be checked in parallel.

Radio button - Add buttons under the same group name to create a list of options where only one can be selected.

Select box - Create a pre-defined list for users to select only one the options.

Date Picker - Brings up a mini calendar.

Time Picker - Add the time.

Member input - Add any of the members of your account to the form template

Equipment - Creates a dropdown menu to choose an instrument from the equipment list

Insert workflow trigger - Add a link to an existing workflow

Form example:

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