Drag & Drop Form Builder

Whether you need an internal IT Support request form, an employee satisfaction survey, or a public "Contact Sales" web form, relying on external third-party surveying apps creates data silos. UniTrack’s deeply integrated Form Builder allows you to create customizable forms that feed directly into your HR and CRM modules.

1. Creating Your First Form

No coding required. Build a form visually from the dashboard.

• 1
  Open the Form Builder

  From the main sidebar navigation, go to Forms → Dashboard and click Create Form. This overview also shows high-level stats on your drafts and published forms.

• 2
  General Settings

  Example: Internal IT Request
  Give it a title: "IT Hardware Request Form".
  Set the Visibility:
  • Public — Anyone with the link can fill it out.
  • Private — Only specific participants with unique access links can fill it out.

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2. Designing the Fields

Drag-and-drop the questions you want to ask.

• 1
  Rich Field Types

  UniTrack supports numerous field types: Short Answer, Paragraph, Multiple Choice, Checkboxes, Dropdown, Linear Scale, File Upload, Date, Time, and Contact Infos. Use the sidebar to drag these directly onto your central canvas.

• 2
  Adding a Dropdown

  Drag the "Dropdown" block onto the canvas. Label it "Urgency Level" and add options directly in the property inspector.

• 3
  Configuration Options

  Every field can be marked as Required to ensure essential data is always collected before submission.

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3. Advanced Form Features

Publish and securely distribute your forms.

• 1
  Publishing Forms

  Once your fields are set, use the top toolbar to save your draft and Publish the form. Depending on your visibility settings, you can copy the public link or invite internal members.

• 2
  OTP Verification for Email & Phone

  When you add an Email or Phone Number field, respondents can be required to verify via OTP. This prevents fake submissions and ensures contact data is accurate.

• 3
  Custom Templates

  Don't start from scratch every time. You can save any form you create as a template to reuse across your organization for standardized data collection.

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4. Viewing & Analyzing Responses

Track submissions, analyze trends, and export data.

• 1
  Submissions Dashboard

  The Responses view shows a spreadsheet-style table of every submission — timestamped, with respondent details and IP address recorded.

• 2
  Analyzing the Data

  UniTrack provides visual reports summary statistics, response distribution across choices, and completion rate tracking. This helps you spot patterns immediately.

• 3
  Export to CSV

  Use the export functions to download all response data for offline analysis or archival purposes.