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Creating a Routing Form

Creating a Routing Form in OnceHub is simple. You can start with a blank form, duplicate an existing form, or use a pre-designed template to get started.

Section titled “Navigating to the Routing Forms Lobby”
  1. Click on Routing Forms in the left-hand navigation menu.
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Create a New Blank Routing Form

Section titled “Create a New Blank Routing Form”

If you prefer to design your Routing Form entirely from scratch, follow these steps:

Creating a Blank Routing Form

Section titled “Creating a Blank Routing Form”
  1. Click on Create routing form in the top right of the Routing Forms Lobby.
  2. Click on Start from scratch in the top right.
  3. Provide a name and select the Owner of the form.

You are now ready to start creating your Routing Form. We recommend taking a look at our Adding Questions to Your Routing Form article to get started.

Create a New Routing Form from a Template

Section titled “Create a New Routing Form from a Template”

Templates can save you time by providing a pre-built structure that you can customize. If you prefer to start off with a template, follow these steps:

Creating a Routing Form using a Template

Section titled “Creating a Routing Form using a Template”
  1. Click on Create routing form in the top right of the Routing Forms Lobby.
  2. Select the template you wish to use.
  3. Provide a name and select the Owner of the form.

Your form will be created based on the chosen template. Afterward, you can learn about customizing the questions by checking out our Adding Questions to Your Routing Form article.

Duplicate an Existing Routing Form

Section titled “Duplicate an Existing Routing Form”

If you have an existing Routing Form you’d like to use as a starting point, you can duplicate it and modify the copy to suit your needs:

Creating a New Routing Form by Duplicating an Existing Form.

Section titled “Creating a New Routing Form by Duplicating an Existing Form.”
  1. Click on the three dots to the right of the Share button of the Routing Form you want to duplicate.
  2. Select Duplicate.
  3. Provide a name and select the Owner of the form.

Your Routing Form will be created using the existing one as a template. From there, you can make any changes or updates you need.