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Forms (Data Types)

Introduction to creating and customizing forms according to your organization/team workflow needs.

Carolina Esses avatar
Written by Carolina Esses
Updated over 2 weeks ago

Data types help organize information and streamline workflows. Tuqqi offers various default types (article, post, poll, etc.), but you can customize additional ones to fit your needs. Only admins can create and modify data types.

To create data types, select 'Form Builder’ on the left-hand side menu as shown below:

The screen that opens shows you the data types already in Tuqqi, under 'Default Forms' and the data types your organization has created under 'Forms'.

To create a new data type, click the 'New Forms' option at the bottom of the page. This will lead you to the following screen:

On this page you can customize the new data type:

Write a name for the title of this data type .

Select an icon for the form, this icon will be displayed for this template type when choosing which data type you want to use for an item.

In 'Description' you can write a description of what the form is / what it is used for, this is an optional field.

Select ‘New Field’ and the next window will open:

When creating a new field, it will appear as a row in the item using that data type. For each new field, you’ll need to define:

  • Name

  • Field type

  • Description

  • Icon

Available Field Types

Tuqqi offers various field types, including:

  • Paragraph text

  • One-line text

  • Linked datatype (unique)

  • File

  • Simple select

  • Multichoice select

  • Number

  • Title

  • Date / Date & time

  • Barcode

  • Business ID

  • Signature

  • Calculation

  • Article

  • Phone / Email

  • Description / Icon

  • Field ID / Advanced Settings

Special Field Types Explained

  • Linked Datatype – Allows linking to another field. When selected, an additional "Linked From" row appears, where you choose the existing field to connect it to.

  • Simple Select – Lets you define a set of options for users to choose from.

After creating the needed fields you will 'Select default group' which creates a data type that will be published in a certain group by default (learn more in this article)

Next, customize the additional properties of the data type by selecting the button next to each option:

  • Enable Due Date - allows adding a date the item will be due on

  • Automatically build title - allows for the title of the form to be created automatically based on the information available in the form - you can select up to 4 fields that will make up the title.

  • Enable Rating - allows you to set priority for items with a rating

  • Enable Location - allows the connection of a geographical location to the item

  • Enable business ID - allows you to add a unique ID (business ID) automatically

  • RTL form (right to left)- when you export the data to a pdf, this allows you to have it appear from right to left

  • Public Feed - allows for the form to be published publicly - Selecting this option will cause the form to appear as another data type that can be used in the Feed.

  • Enable Tags - allows members to add tags to the form

  • Enable Links - allows members to add links to the form

  • Everyone Can Edit - allows the form to be edited by all users

  • Files - allows members to add files to the form

The final step is configuring default checklists. These checklists help standardize processes by ensuring that each item created with this data type includes a predefined set of tasks.

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