Use Case for the General Form

The General Form allows marketplace admins to collect various types of information from partners directly within the Partner Fleet platform. This form can be customized based on specific data collection needs, such as feedback, partner details, or other inquiries.

Walkthrough of the General Form Process

1. Go to Portal → Form Builder, click New Form and set Form type to General Form.
2. Customize the form fields based on your data collection needs and save.
3. Partners complete and submit the form inside the platform.
4. Submitted responses can be reviewed under Submissions → Forms.

Keep partner accounts up to date

A General Form can update the partner's account with their answers, either on submit or when you approve the response. See Update Partner Accounts with a General Form.

Stop accepting responses

When you no longer need a General Form, archive it. It leaves your partners' list of forms, and its responses are kept. See Archive a Form.