> ## Documentation Index
> Fetch the complete documentation index at: https://docs.openfuturecoalition.org/llms.txt
> Use this file to discover all available pages before exploring further.

# Form Publishing

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# **About**

The Form Publisher is a tool designed for capturing field-level insights and coordinating work across an ecosystem. It allows managers to build structured data templates that can be assigned as tasks within projects.

# **Quick Start**

* To access the Form Publisher, navigate to the menu in the top-right corner of the platform and select “My Workflows”
* Click the ‘Create Form’ button to enter the builder.
* Basic Information: Provide a Form Name and Directions.
  * Directions are the "helper text" that the person filling out the form will see to help them understand what information is required.

## **Methods for Building Forms**

There are two primary ways to create forms within Open Impact: using the AI Generator or the Manual Builder.

### **1. AI Form Generator**

The AI Generator is the most efficient way to convert existing documents (like PDFs) or written instructions into digital forms.

* Input Information in the ‘Chat’  Input Information in the ‘Chat’ Input Information in the ‘Chat’
  * Give Instructions: In the chat field, tell the AI what you need the form to do and any specific constraints.
  * Upload or Paste: You can upload a PDF of an existing form or paste text directly into the query field.
* Preview and Edit in ‘Review’  Preview and Edit in ‘Review’ Preview and Edit in ‘Review’
  * Before the fields are finalized, you can preview, reorder, and rename them by clicking on ‘Review’ at the top of the form builder 
* Iterative Building: You can ask the AI to edit the form, such as asking to add additional fields to further refine the form before finishing.
* Click “Create Form” when you are satisfied with the results 

#### **2. Manual Field Builder**

To build field-by-field, the manual builder allows you to add blocks.

* Click “+ Add your first block”
* The ‘Fields’options contain containers for collecting data:
* Text Input/Area: For short written responses such as names
* Text Area: For longer written responses, such as paragraphs.
* Select: For multi-select options.
* Radio Groups: For single-select options.
* File upload: To collect files
* Color Picker: for selecting color values 
* Date Time: For selecting from a range of date and time options 
* Range Slider: For selecting from a range of numerical values
* After selecting a container, choose your prompts 
  * To Select from Existing Prompts
    * Check the box next to the prompt you would like to use
    * Use the search bar to find prompts
  * To Add a new Prompt: click the “+ Add Prompt” button
    * Enter the prompt information and click ‘Save’
    * Find the new prompt in the list and check the box to use it 
* Once you have selected all of the prompts you would like to use, click ‘Add Selected’
* Continue to add blocks until your form is complete 

<Info>
  Reuse existing prompts whenever possible to ensure data is codified and structured consistently across all your forms.
</Info>

# **Publishing and Collections**

Once your form is built, it must be published to a Template Collection to be used in projects.

1. Click ‘Publish’ at the bottom of the screen after saving your form
2. Select a Collection: Choose an existing Template Collection (typically organized by organization or project) or create a new one.
3. Task Template Name
4. Instructions
5. Require approval, make active 
6. Publish

# **Managing Your Templates**

You can manage all your form templates. To do so, navigate to the menu in the top-right corner of the platform and select “My Workflows” and then “Template Collections”. 

* View Collections: Expand collections to see individual forms.
* Edit Settings: Use the Settings (Gear) icon to change high-level details like the form name or active status.
* Edit Fields: Use the Edit (Pencil) icon to return to the form builder and modify specific fields.

# FAQ

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