6. Building Forms

FieldX includes a robust form builder for creating custom evaluations, surveys, and agreements. All forms are fully HIPAA compliant.

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Creating a new form

Navigate to Assignments → Create Assignment. On the Form tab, click Build New to open the builder.

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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.

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Available field types

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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:

1. Add one or more Text input questions earlier in the form to collect the numbers you want to aggregate.
2. Add an Accumulate numbers field below them.
3. In the field editor, select which source questions to include.
4. Choose an aggregation: Sum, Average, Min, Max, or Count.
5. Set the number of decimal places to display (0–6).

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Field properties

Click any field to customize:

• Mark as Required
• Add help text or instructions
• Set character limits

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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.