You build the form in Microsoft Word and then upload it from the Configuration screen in iPracticeHub.
You must enable the Developer tab in Microsoft Word before creating the form, via File > Options > Customize Ribbon, then select Developer
Forms are created using text form fields, check box form fields and drop‑down form fields. In Microsoft Office 365, 2016, 2013 or 2010, these options appear under Developer > Controls > Legacy forms.
Rules to remember when creating fields
Assign a unique bookmark ID to each field:
Double‑click the grey form field to open its options.
Enter a unique ID in the Bookmark box.
Unique IDs ensure workflow data does not merge.
Place labels correctly:
For a text form field, place the label before the field.
For a check box form field, place the label after the field.
For a drop‑down form field, double‑click the field to add, reorder or remove list options.
Ensure every field has a label:
All labels must be unique. If you need similar fields, number them (for example, Entity Name 1, Entity Name 2).
Duplicate labels cause values to merge in the workflow.
Use this as a quick sense‑check while building your form.
Word format (control) | Custom form label / bookmark | Result in iWorkflows workflow |
Check box form field | Urgent / Urgent | Boolean flag displayed as checked/unchecked |
Drop‑down form field | Entity type / EntityType | Selected value (for example, Company, Trust, Partnership) |
Text form field | Client code / ClientCode | Free‑text string captured in the task |
Example Word document to download: