The task has been added, and you can now start creating your forms. You can create different forms using the available sections. Forms may consist of a single section (stand-alone) or a combination of multiple sections (e.g., a mix of Test and Normal Sections).
Type: User (Single)
Type: User (Single)
The simple tasks covers several basic elements that can be shared with & requested from a user. A simple task is mainly focussed at the identification of a person.
💡 Simple tasks are always shown first to the user. They take priority over custom tasks.
Overview
Simple tasks cover several basic elements that can be shared with or requested from a user. Their primary purpose is to support the identification of a person.
Configuration Screen
When configuring a simple task, the screen is structured as follows:
1. Terms and Conditions / Privacy Statement
Add a link to specific terms and conditions, a privacy statement, or other relevant documents.
A custom label can be defined to provide additional context for the link.
Users must read this information before they can proceed.
2. Basic Information
Select the checkboxes for the information you require from the user.
3. Documents
Indicate which documents are required.
If an ID document is requested:
The user will need to take a picture of their ID.
Predefined information will automatically be extracted from the ID.
A copy of the ID card will also be saved.
4. Face Authentication
If the Face Image box is checked:
The user will be asked to take a selfie during onboarding.
The selfie will be used to generate a face authentication profile.
If an ID document is also available:
Both the selfie and the ID photo will be used to create a stronger face authentication profile.
Type: User / Company / Event (Custom)
Type: User / Company / Event (Custom)
When you add a task (user, company, or event) with the type Custom, you need to configure it yourself.
You can do this by clicking Edit Task Form in the Task Details screen. This will open the Form Builder, where you can create your own task.
How tasks are structured
A Task is made up of a Form, and a Form consists of different Sections.
When you click the + button (bottom-left of the screen), you can choose between two main section types:
Test Section – used to create quizzes for users.
Normal Section – used to show or request information.
Other predefined sections include:
Document Section - Section to upload documents
VCA Section - Section to upload a VCA Document and has been predefined for you.
Belgian Social Security Section - Predefined social security check
Dutch Social Security Section - Predefined social security check
Discover more about these by clicking here.
Normal Sections
When you select Add Normal Section, the main screen will display 4 key elements:
Form Sections
Lists the sections in your custom task.
Add new sections at the bottom.
Reorder sections by dragging the = symbol next to each title.
Form Preview
Shows a preview of your form.
Tip: To view the 'live' preview, return to the task’s main page.
Configure Section
The main workspace where you design your section.
Adding Fields - After setting up a section, you can add fields. Two field types are available:
Input – ask users for information.
Layout – present information to users.
⚠️ Note: Uploading documents into forms is not yet supported. If you want to include your own documents, please contact [email protected].
Add Languages
Forms can be translated into Dutch, French, German, English, Polish, and Spanish, either automatically with AI or manually.
The basic idea:
Test Sections
The Test Section is an essential part of ensuring that users not only view training materials but also understand them. For example, after watching a training video, a short quiz helps confirm that everyone has grasped the key points.
When you select Add Test Section, the configuration panel (right column) will ask for:
Minimum score to pass (percentage).
Maximum number of attempts a user can make.
Just like in normal sections, you can add:
Input fields (currently only multiple-choice questions are supported).
Layout fields (for presenting information).
Type: Approval
Type: Approval
When configuring an approval task, the setup typically follows this structure:
The approval task will appear in a dedicated tab.
With the appropriate role, you can open the approval and complete the task by:
Providing a reason
Approving or declining, then selecting Next
Editing the Valid To date (if required)