In Dyrect, forms are used to collect and organize data from users or customers during various interactions. These forms can be customized based on the organization's requirements and are a crucial part of the platform's workflow. Here's how forms are typically used in Dyrect:

1. Customer Information Forms:

• Collect details about customers, such as personal information, contact details, and other relevant data.

• Useful during customer onboarding or support interactions.

2. Warranty Registration Forms:

• Allow customers to register their products for warranty purposes.

• Capture product details, purchase date, proof of purchase, and customer information.

3. Claim Forms:

• Enable customers to raise warranty claims or service requests.

• Include fields to specify the issue, product details, and any additional required information.

4. Feedback Forms:

• Collect feedback from customers about their experience with the product or service.

• It can be designed for general feedback or specific scenarios like warranty claim handling.

5. Repair Order Forms:

• Used to initiate repair orders for products.

• Capture repair type, item details, and required actions for service.

6. Custom Forms:

• Organizations can create tailored forms for specific use cases, such as collecting compliance data or internal reporting.

Each form typically includes:

• Fields: Text boxes, dropdowns, checkboxes, etc., to input data.

• Templates: Pre-defined structures to ensure consistency.

• Validation Rules: To ensure the accuracy and completeness of the data entered.

• Integration: Forms can sync with Dyrect’s modules for workflows, notifications, and reporting.

A step-by-step guide to configure forms in Dyrect:

Navigate to configurations:

1. Once logged inside the Dyrect portal on the left side of the page we have Forms. Under Forms we have Configurations.. 
2. Under “My Forms” we have different Form Modules options like Warranty, Authentication, CRM, Custom, and System Forms.
   

Create New form

1. We have “Create a New Form” on the top left of the configurations page. Click on it.
   
2. A pop-up will appear “ADD Form”. Fill in the details.
   
1. Form Name: Add the title of the Form.
   
2. User Type: Select the user types from the dropdown.
   
3. Module: Select the module from the dropdown.
   
4. Form Type: Select Form type from the dropdown.
   
5. Brand: Select the brand from the dropdown for which you are creating the form.
   
6. Product: Select the from the dropdown. You can select multiple products at once. (Note: You can select multiple products from the same brand) 
   
7. Click on “Create Form”. The newly created form will be added to the Draft section.
   

1. Select the Draft Form:
   
1. Navigate to the Draft section in Forms.
   
2. Locate the form you recently created and select it. Click on the Action button and select Edit.
   

Edit the Form

1. Edit Name of the Form:
1. At the top of the page, the current form name is displayed.
   
2. To edit the name, click on the pencil icon beside the form name.
   

1. Page Layout:
   
1. Page Settings:
   
1. On the left side of the page, under the Settings tab, you’ll find Page Settings.
2. Field Settings:
1. On the right side, under Field Settings, you can edit the content of the form fields like Page title, page description, and page alignment.
   

8. Add Elements to the Form
   
1. Under the Settings tab, locate the Elements section.
   
2. In the Elements section, click on “Add Elements” to add different types of elements to the form as needed.
   

8. Customize Element Field Settings:
   
1. On the right side, under Field Settings, you can customize the properties of the added elements, such as
   
1. Field Name: Update the name of the field.
   
2. Placeholder: Add placeholder text for the field
   
3. Helper Text: Provide additional guidance for users
   
4. Is Required Field: Toggle this option to make the field mandatory.

8. Save Your Changes
1. Once all edits are complete, navigate to the top-right corner of the page.
   
2. Click on “Save”. You will see two options:
   
1. Save as Draft: Save your changes without publishing them immediately
2. Publish Changes: Finalize and publish the updated form.
   

Note: As the form is already in draft we can’t save it as draft.

1. The form has been saved. Now, go to the Published forms page here you can see the Form.
   

Editing and customizing a form in Dyrect is a straightforward process that allows for complete flexibility. From modifying the form name and adding elements to configuring field settings, the platform provides a user-friendly interface to tailor forms to your needs. Once your changes are complete, you can either save the form as a draft for further edits or publish it immediately to make it live. This ensures a seamless and efficient workflow for managing forms.