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

# Building forms

> Create custom evaluations, surveys, and agreements using the FieldX drag-and-drop form builder.

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

## 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.

<img src="https://mintcdn.com/simcare-83a8bffd/CSjE0LZ3lNsDUBIb/images/building_forms.png?fit=max&auto=format&n=CSjE0LZ3lNsDUBIb&q=85&s=d7e38df403f082cd82a66392628bd597" alt="FieldX Form Builder Interface" width="1999" height="1145" data-path="images/building_forms.png" />

## Available field types

| Type                           | Use case                                                                 |
| ------------------------------ | ------------------------------------------------------------------------ |
| **Text input**                 | Short answer responses                                                   |
| **Text area**                  | Paragraph responses                                                      |
| **Checkboxes / radio buttons** | Multiple choice                                                          |
| **Signatures**                 | Add fields for student, site supervisor, or faculty signatures           |
| **Rating scales**              | Likert scales or custom rating matrices for evaluations                  |
| **Date & time**                | Date pickers and time log entries                                        |
| **File upload**                | Let users attach documents or PDFs                                       |
| **Section headers**            | Organize long forms with clear headings and dividers                     |
| **Accumulate numbers**         | Auto-calculated field that totals numeric answers from earlier questions |

## 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).

<Note>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.</Note>

## 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.

<Note>Once you've built your forms, learn how to assign them in [Step 4: Create & assign tasks](/docs/fieldx/step-4-create-assign-tasks).</Note>
