Answers.Body: <p>Welcome to SE!  From the FormBuilder main page, click the arrow next to <code>New Submission Form</code> and select <code>Activity</code> to create a new form.</p>
  <ul>
  <li>Click on the <code>Activity 1</code> tab</li>
  <li>It should show <code>Added by</code> <code>Select Current User</code> - that makes sense: the person to be recorded as the creator of the activity is the current user when the form is filled in.</li>
  <li>In the <code>Activity Type</code> box, select the activity type you created for Accident Reports.</li>
  <li>You probably want to drag the <code>Details</code> field on the right pane so users can describe what happened, and may also add <code>Assigned to</code> in the <code>Values</code> section and add the name of your Health &amp; Safety person so they receive an email when a new accident report is submitted.</li>
  <li>You also want to record who is involved in the accident: (I think this is the bit you're missing)
  <ul>
  <li>A) You could assume that the person filling in the report was involved, so:
  <ul>
  <li>Under the <code>Values</code> section where it says <code>Add value</code>, click that and select <code>With Contacts</code>.</li>
  <li>Click in the new <code>With Contacts</code> box and then on <code>Select Current User</code></li>
  <li>This won't show in the form the end-user sees but will set the fields on the CiviCRM activity.
  <a href="https://i.sstatic.net/Ji4Y8.png" rel="nofollow noreferrer"><img src="https://i.sstatic.net/Ji4Y8.png" alt="enter image description here" /></a></li>
  </ul>
  </li>
  <li>B) Alternatively, you can let the person filling in the form select the people involved:
  <ul>
  <li>Click on <code>With Contacts</code> under the list of <code>Activity Fields</code> and drag it on to the right pane near <code>Subject</code></li>
  <li>The user filling in the form can then select multiple people (including themselves) who were involved in the accident.
  <a href="https://i.sstatic.net/Aox12.png" rel="nofollow noreferrer"><img src="https://i.sstatic.net/Aox12.png" alt="enter image description here" /></a></li>
  </ul>
  </li>
  </ul>
  </li>
  </ul>
  <p>Note that you don't need an <code>Individual</code> tab on the form if you only select existing contacts.</p>
  
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2024-02-12T11:56:27.937Z
Answers.LastActivityDate: 2024-02-12T15:26:16.673Z
Answers.LastEditDate: 2024-02-12T15:26:16.673Z
Answers.UserDisplayName: Aidan
Body: <p>I am trying to create a new form to log health and safety accidents linked to an individual that will work as an online accident book that reports can be pulled from.
  I would like to link the form to existing individuals so that it is stored on their profile as an activity.  I have created an activity type for this.</p>
  <p>How to I link the form to an individual? On form builder I have opted for existing individual but seem to be missing a step.
  Have you used Civi for accident reporting and would you recommend an alternative way to log?</p>
  <p>Thank you!</p>
  
Tags: <forms><formbuilder>
Title: Linking a form to log as an activity on an individual's profile
ThreadText: # Linking a form to log as an activity on an individual's profile
  
  (Asked by: username_0 on 2024-02-12)
  
  I am trying to create a new form to log health and safety accidents linked to an individual that will work as an online accident book that reports can be pulled from.
  I would like to link the form to existing individuals so that it is stored on their profile as an activity. I have created an activity type for this.
  
  How to I link the form to an individual? On form builder I have opted for existing individual but seem to be missing a step.
  Have you used Civi for accident reporting and would you recommend an alternative way to log?
  
  Thank you!
  
  **Tags:** forms, formbuilder
  
  
  ---
  
  ## 1 answers
  
  ### Answer by username_1 on 2024-02-12. Score: 5
  
  Welcome to SE! From the FormBuilder main page, click the arrow next to `New Submission Form` and select `Activity` to create a new form.
  
  * Click on the `Activity 1` tab
  * It should show `Added by` `Select Current User` - that makes sense: the person to be recorded as the creator of the activity is the current user when the form is filled in.
  * In the `Activity Type` box, select the activity type you created for Accident Reports.
  * You probably want to drag the `Details` field on the right pane so users can describe what happened, and may also add `Assigned to` in the `Values` section and add the name of your Health & Safety person so they receive an email when a new accident report is submitted.
  * You also want to record who is involved in the accident: (I think this is the bit you're missing)
    + A) You could assume that the person filling in the report was involved, so:
      - Under the `Values` section where it says `Add value`, click that and select `With Contacts`.
      - Click in the new `With Contacts` box and then on `Select Current User`
      - This won't show in the form the end-user sees but will set the fields on the CiviCRM activity.
        [![enter image description here](https://i.sstatic.net/Ji4Y8.png)](https://i.sstatic.net/Ji4Y8.png)
    + B) Alternatively, you can let the person filling in the form select the people involved:
      - Click on `With Contacts` under the list of `Activity Fields` and drag it on to the right pane near `Subject`
      - The user filling in the form can then select multiple people (including themselves) who were involved in the accident.
        [![enter image description here](https://i.sstatic.net/Aox12.png)](https://i.sstatic.net/Aox12.png)
  
  Note that you don't need an `Individual` tab on the form if you only select existing contacts.
  
  
  ---
  
  