Add a new form

In the previous section, the customer representative created a standard table with the required fields. However, because the entire customer service team needs to standardize the data collection, the team decides to create a form that all team members can access.

You can use the Form Tool to design customized forms that have user-specific instructions to minimize data entry errors. The data entries are then stored in the corresponding data table.

For this example, create a form to collect the date, the customer ID, the customer region, and the type of issue. Follow these instructions to create a new form for manual data entry.

Go the Navigation pane. Under Forms, select Add New Form.
On the Info tab, enter the following:
1. Under Name, enter Download Issues Form.
2. Under Table, select Download Issues. Minitab Connect populates this field when you generate a form from a table.
3. Under Type, select Single.
4. Under Type, select External.
For this example, keep the other default settings. You can also enter optional fields, which are helpful to describe your form.
Select Add Element. For this example, add elements for date, customer ID, customer region, and the type of issue.
Under Type, select Date. Under Options, select Required.
Select Add to save the Date element.
Select Add Element. Under Type, select Customer ID. Under Options, select Required.
Select Add to save the Customer ID element.
Select Add Element. Under Type, select Customer Region and enter the following:
1. Under Help Text, enter Enter an integer between 1 and 7 to represent the customer region. This instruction will display on the form.
2. Under Options, select Required.
Select Add to save the Customer Region element.
Select Add Element. Under Type, select Issue and enter the following:
1. Under Help Text, enter Enter the complaint reason: Browser, Incorrect Billing, Incorrect Link, Return, or Other. This instruction will display on the form.
2. Under Options, select Required.
Select Add to save the Issue element.
Select Save to save the form.

Tip

Another way to create a new form is from the Flow Tool . Under the Inputs tab, select the plus button next to Forms to add a new form. You can follow the same steps as above.

When you save the form, you can toggle between the Form

and the Form (Base)