Creating a new form
Navigate to the Assignments tab and click Create Form, then select Create from Scratch to open the builder.The form builder
The builder has your form canvas on the left and a toolbox of field types on the right. Drag and drop elements to build your form.
Available field types
Accumulate numbers
Use the Accumulate numbers field when you need a running total (or average, min, max, or count) of numeric answers a respondent has already given elsewhere on the form. Common examples include totaling weekly hours, averaging rating scores, or counting completed items. The field is read-only for the person completing the form — the value updates automatically as they type numbers into the source questions. To configure it:- Add one or more Text input questions earlier in the form to collect the numbers you want to aggregate.
- Add an Accumulate numbers field below them.
- In the field editor, select which source questions to include.
- Choose an aggregation: Sum, Average, Min, Max, or Count.
- Set the number of decimal places to display (0–6).
Only Text input questions that appear above the accumulate field can be used as sources. Blank or non-numeric answers are skipped rather than counted as zero, so the total reflects only real responses.
Field properties
Click any field to customize:- Mark as Required
- Add help text or instructions
- Set character limits
AI import
Instead of building from scratch, you can upload an existing PDF or Word document (your current Mid-Term Evaluation, for example) and AI will automatically convert it into a FieldX form. Once you save your form, it becomes a reusable template that can be assigned to any cohort or individual user.Once you’ve built your forms, learn how to assign them in Step 4: Create & assign tasks.