Add Form Blocks

Learn about the type of form blocks available in Presto Assistant's forms.

Who is this for? #

Any director or administrator creating a form for members to complete.

Directors can learn about creating forms for an organization in this support article.

Add a Form Block #

  1. Select the type of respone for the block from the list of options.

Select a form block section highlighting the Next button.

Choose a form block type
  1. Add content that the user will see in the form.

If you make a form block "Required," the user must complete the block before submitting the form.

Add form block content hightlighting the Save button.

Add content that the user will see

Edit form page.

After saving a form block, add another block above or below
  1. Preview the form block to see how your members will see it.

When you press the "Preview" button, a sample form will slide out from the right side of the screen. This preview lets you interact with the form the same way the members will see the form.

Edit form page.

Press the Preview button to see how the form block will look to members

Delete a Form Block #

Use the "Block Actions" at the top right of any block to delete the block. Use the "delete" action if you made a mistake in the block and need to add the block again.

Form block highlighting the block actions menu.

Use the Block Action to delete a block

Types of Form Blocks #

Presto forms offer several types of form blocks to collect different types of information. All form blocks below show what the creator sees while making the block, then what the member sees when they fill out the form.

Heading #

Use a heading to separate sections of the form.

Creator View #

Heading form block, creator view.

Heading form block, creator view
Member View #

Heading form block, member view.

Heading form block, member view

Paragraph #

Add a paragraph to provide instructions or additional information.

Creator View #

Paragraph form block, creator view.

Paragraph form block, creator view
Member View #

Paragraph form block, member view.

Paragraph form block, member view

Short Response #

Allow a member to respond with an answer that is 50 characters long or less.

Creator View #

Short Response form block, creator view.

Short Response form block, creator view
Member View #

Short Response form block, member view.

Short Response form block, member view

Long Response #

Allow a member to respond with an answer that is up to 255 characters long.

Creator View #

Long Response form block, creator view.

Long Response form block, creator view
Member View #

Long Response form block, member view.

Long Response form block, member view

Multiple Choice Response #

Provide a selection of options for a member to choose from.

Creator View #

Multiple Choice Response form block, creator view.

Multiple Choice Response form block, creator view
Member View #

Multiple Choice Response form block, member view.

Multiple Choice Response form block, member view

Checkbox Response #

A checkbox allows a member to give a Yes/No response.

Creator View #

Checkbox Response form block, creator view.

Checkbox Response form block, creator view
Member View #

Checkbox Response form block, member view.

Checkbox Response form block, member view

Date Response #

Allows a member to enter a date.

Creator View #

Date Response form block, creator view.

Date Response form block, creator view
Member View #

Date Response form block, member view.

Date Response form block, member view

Numeric Response #

A member can enter a number.

Creator View #

Numeric Response form block, creator view.

Numeric Response form block, creator view
Member View #

Numeric Response form block, member view.

Numeric Response form block, member view

Signature #

Allow a member to add a digital signature to the form, optionally required to a be a parent signature.

Creator View #

Signature form block, creator view.

Signature form block, creator view
Member View #

Signature form block, member view.

Signature form block, member view

Initials #

Allow a member to add a digital initials to the form, optionally required to a be the intials of a parent.

Creator View #

Initials form block, creator view.

Initials form block, creator view
Member View #

Initials form block, member view.

Initials form block, member view

File Download #

Provide a file that the member can download. For example, if you already have a PDF file for your organization's handbook, you can add it to allow the member to download it here.

Tip

The member should have pop-ups enabled in their browser to download the file.

Creator View #

File Download form block, creator view.

File Download form block, creator view
Member View #

File Download form block, member view.

File Download form block, member view

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