In the Form Builder, you define what information the whistleblower provides when submitting a report. You can edit the default fields, remove what you don’t need, and add your own questions.
Steps
Go to Reporting channels
Select your reporting channel
Open the Form Builder tab
Add, edit, or reorder form elements
Default fields in your form
When you open the Form Builder, you will already see a set of default fields.
Subject
Click on Subject to rename the field and update it for each available language.
Choose how you would like to report
This section lets the whistleblower choose whether to report:
Confidentially
Anonymously
When Confidentially is selected, the Name and Phone number fields will appear in the form. When Anonymously is selected, these fields will be hidden.
Description
This is where the whistleblower describes the case. You can rename this field by clicking on Description.
Departments and categories
These fields control where the report is assigned.
Select departments associated with the case
Select categories associated with the case
Name and Phone number
Both fields can be removed by clicking the X icon. Phone number is an optional field. Both fields will appear if the whistleblower chose to report confidentially.
Recipients
This determines which case handler the report will be sent to. The available recipients depend on the selected category.
Files
Allows the whistleblower to upload files as part of the report.
Edit and organize fields
You can control when each field is shown, how it appears, and what it contains.
Reorder fields
Click and hold the drag icon to move fields and change the order of your form.
Field settings
Click the settings icon to control when a field is shown. You can choose whether the field should appear when the reporting method is:
Written
Oral
Both
This allows you to show specific questions depending on how the whistleblower submits the report.
Translate fields
Click the translation icon to update the wording in different languages.
For most fields, this allows you to translate the field text
For sections like “Choose how you would like to report”, you can translate multiple parts such as:
Title
Confidential (header, preview, expanded text)
Anonymous (header, preview, expanded text)
Remove fields
Click the X icon to remove a field from the form.
Add custom fields
You can add additional questions to collect more information.
Click Add element
Choose:
Predefined question (ready-made questions)
Custom element (your own fields)
Select the field type
Click Create
We’re here to support you. If you have questions reach out to us directly via the Messenger icon in the bottom right corner of your screen, or send us an email at support@whistleblowersoftware.com