--- title: "Form Creation and Management" slug: "form-creation-and-management" updated: 2025-09-22T20:06:59Z published: 2025-09-22T20:06:59Z canonical: "help.schola.com/form-creation-and-management" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.schola.com/llms.txt > Use this file to discover all available pages before exploring further. # Form Creation and Management In this tutorial, you'll learn how to create and manage forms for participants in your program on Assembly. --- **Step 1:** Navigate to the **Organization Settings** option located at the bottom left corner of your dashboard page. ![](https://usercontent.us.prod.clueso.io/75260944-763f-4d34-8c40-a02fa658aadc/44bb5bb7-4f69-4ea7-a6ff-f91a1f9c7103/31f4ed09-febd-43aa-a789-e724d9239140/images/89a4d8cd-026b-41e6-96d0-85d083bcce6d.gif) --- **Step 2:** Once you're in **Organization Settings**, you'll see various options. Select **Forms** to manage your forms. ![](https://usercontent.us.prod.clueso.io/75260944-763f-4d34-8c40-a02fa658aadc/44bb5bb7-4f69-4ea7-a6ff-f91a1f9c7103/31f4ed09-febd-43aa-a789-e724d9239140/images/fc58a44f-78ec-460e-a8eb-1a74754a58b9.png) --- **Step 3:** In the **Forms** section, you'll see all your existing forms. You have the option to view, edit, copy, or delete a form. Let's edit a form for this tutorial. ![](https://usercontent.us.prod.clueso.io/75260944-763f-4d34-8c40-a02fa658aadc/44bb5bb7-4f69-4ea7-a6ff-f91a1f9c7103/31f4ed09-febd-43aa-a789-e724d9239140/images/a641868b-adbd-47eb-9a13-9802fe981faa.png) --- **Step 4:** You're now in the **Form Builder**. This tool allows you to customize your form as needed. ![](https://usercontent.us.prod.clueso.io/75260944-763f-4d34-8c40-a02fa658aadc/44bb5bb7-4f69-4ea7-a6ff-f91a1f9c7103/31f4ed09-febd-43aa-a789-e724d9239140/images/aba040bc-4c85-4825-858f-d7cac2ccefad.gif)![](https://usercontent.us.prod.clueso.io/75260944-763f-4d34-8c40-a02fa658aadc/44bb5bb7-4f69-4ea7-a6ff-f91a1f9c7103/31f4ed09-febd-43aa-a789-e724d9239140/images/c1702793-34d8-4382-9298-d05833f8fcfb.png) --- **Step 5:** Select the fields you need for your form. You can drag and drop these fields into your form. ![](https://usercontent.us.prod.clueso.io/75260944-763f-4d34-8c40-a02fa658aadc/44bb5bb7-4f69-4ea7-a6ff-f91a1f9c7103/31f4ed09-febd-43aa-a789-e724d9239140/images/db9d8450-1f0a-4eff-8972-9a3bd39b2d11.gif) --- **Step 6:** Rename the label of your fields. For instance, the first field can be renamed as "First Name". ![](https://usercontent.us.prod.clueso.io/75260944-763f-4d34-8c40-a02fa658aadc/44bb5bb7-4f69-4ea7-a6ff-f91a1f9c7103/31f4ed09-febd-43aa-a789-e724d9239140/images/513651ba-a882-4043-bf1f-b2b506abdbfe.gif) --- **Step 7:** Continue renaming other fields. For example, the second field can be renamed as "Last Name". ![](https://usercontent.us.prod.clueso.io/75260944-763f-4d34-8c40-a02fa658aadc/44bb5bb7-4f69-4ea7-a6ff-f91a1f9c7103/31f4ed09-febd-43aa-a789-e724d9239140/images/9787bbc0-08cd-4818-91ca-234f32bf45f5.gif) --- **Step 8:** You can add checkbox fields to your form. These can be used for options like T-shirt or jersey sizes. ![](https://usercontent.us.prod.clueso.io/75260944-763f-4d34-8c40-a02fa658aadc/44bb5bb7-4f69-4ea7-a6ff-f91a1f9c7103/31f4ed09-febd-43aa-a789-e724d9239140/images/68982e01-545a-4ff3-9980-0c7e2931e91b.png) --- **Step 9:** Add options to your checkbox fields. For example, you can add sizes like "Small", "Medium", "Large", and "Extra Large". ![](https://usercontent.us.prod.clueso.io/75260944-763f-4d34-8c40-a02fa658aadc/44bb5bb7-4f69-4ea7-a6ff-f91a1f9c7103/31f4ed09-febd-43aa-a789-e724d9239140/images/1b9f5736-8b48-4f03-ac30-ea54904e4e25.gif) ![](https://usercontent.us.prod.clueso.io/75260944-763f-4d34-8c40-a02fa658aadc/44bb5bb7-4f69-4ea7-a6ff-f91a1f9c7103/31f4ed09-febd-43aa-a789-e724d9239140/images/211c4936-c98e-4f17-b1bc-35d4269c67ad.png) --- **Step 10:** You can add additional fields to your form. These can be dropdowns, multi-select checkboxes, radio buttons, contact fields like email and phone number, or advanced fields like file uploads. ![](https://usercontent.us.prod.clueso.io/75260944-763f-4d34-8c40-a02fa658aadc/44bb5bb7-4f69-4ea7-a6ff-f91a1f9c7103/31f4ed09-febd-43aa-a789-e724d9239140/images/171d224c-b081-48e8-a060-8d709d3fff43.gif)![](https://usercontent.us.prod.clueso.io/75260944-763f-4d34-8c40-a02fa658aadc/44bb5bb7-4f69-4ea7-a6ff-f91a1f9c7103/31f4ed09-febd-43aa-a789-e724d9239140/images/6a22add9-1882-4612-ab7f-c14df4235ddb.png) ![](https://usercontent.us.prod.clueso.io/75260944-763f-4d34-8c40-a02fa658aadc/44bb5bb7-4f69-4ea7-a6ff-f91a1f9c7103/31f4ed09-febd-43aa-a789-e724d9239140/images/d1cb77bf-7501-4bbd-89ca-e7904d608d11.png) --- **Step 11:** Once you're done creating your form, give it a name, a description, and set its status. If the status is set to "Published", it can be used in your program creation flow. ![](https://usercontent.us.prod.clueso.io/75260944-763f-4d34-8c40-a02fa658aadc/44bb5bb7-4f69-4ea7-a6ff-f91a1f9c7103/31f4ed09-febd-43aa-a789-e724d9239140/images/bc1f518a-d4c2-4283-9ecd-d3e4547df0e6.png) ![](https://usercontent.us.prod.clueso.io/75260944-763f-4d34-8c40-a02fa658aadc/44bb5bb7-4f69-4ea7-a6ff-f91a1f9c7103/31f4ed09-febd-43aa-a789-e724d9239140/images/e138a833-fde9-4742-8b74-f5b2e0ef0e4f.png) --- **Step 12:** You can preview your form to see how it will appear to participants enrolling in your program. To complete your form, select **Save Form**. Your form can now successfully be added to your programs! ![](https://usercontent.us.prod.clueso.io/75260944-763f-4d34-8c40-a02fa658aadc/44bb5bb7-4f69-4ea7-a6ff-f91a1f9c7103/31f4ed09-febd-43aa-a789-e724d9239140/images/ea1a601a-268a-4bad-b8c9-bf784ee848bc.gif) ![](https://usercontent.us.prod.clueso.io/75260944-763f-4d34-8c40-a02fa658aadc/44bb5bb7-4f69-4ea7-a6ff-f91a1f9c7103/31f4ed09-febd-43aa-a789-e724d9239140/images/5bee3640-89e8-4653-8c42-4fe86b3386bf.png) ## Related - [How to Use Assembly for Program Creation](/program-creation.md) - [Managing Your Facilities in Assembly](/managing-your-facilities-in-assembly.md) - [Managing Your Staff in Assembly](/managing-your-staff-in-assembly.md)