How do I create a custom Activity from a Blank form?

Every organisation has unique compliance requirements that standard forms can't always address. This guide provides clear steps for creating custom activities from scratch that you can send to users in your user directory.


What You'll Need:

  • Administrator access to the Kinatico Compliance portal

Time Required: 8 minutes + additional time for complex form design

Instructions


Step 1: Initiate Custom Activity Creation

  • Select Library under the Activities section in the main navigation
  • Click + Create Custom Activity
  • Select Blank Form
  • Click Next

Step 2: Complete the Activity Details

  • Enter the Activity Name that the new activity will be saved as (this will be seen by an admin and app users)
  • Upload an image to use that represents your activity by selecting Choose File (this image will appear to an admin and app users)
  • Optional: Enter a Short Description about your activity (optional, this will be seen by an admin and app users) 
  • Optional: Enter a Long Description or Important Note (optional, this will be seen by an admin only as part of the activity description)
  • Click Next 

Step 3: Add a new page to your Activity Form

  • Click Add a Page

Step 4: Add the elements to your new page

  • Drag and drop an element from the left sidebar onto the central section to add it to the form.
  • Edit the Properties of an element fields by clicking the Element dropped on the middle section. The three most common Properties to edit are:
    • General>Field label: Update to display a question or title.

    • Validate>If enabled, the field will be required: Toggle on if the user must input a response before they can progress through the activity.

    • Data Options>Manage Options: If the element presents the users with options to choose from (Select element, Radio multi-choice element) input the options here.

  • Continue adding and editing the elements until your page is completed

Step 5: Preview your Activity Pages

  • Select Preview in the top right corner of the Form Builder to see how the activity will appear to an app user
  • Select the X at the top of the phone displayed to exit the preview

Step 6: Save and Name your Activity Page

  • Click Save in the top right-hand corner of the Form Builder to save the activity page
  • Click the Pencil Icon to change the name of the page

Step 7: Add/Edit your remaining Activity Pages

  • Repeat Steps 3-4 to add additional pages to your activity
  • Select Edit Form to make changes to a page
  • Select Preview from the Form Details page to see how the activity as a whole will appear to an app user

Step 8: Save your Custom Activity

  • Click Next on the Form Details page
  • Click Publish on the Publish page to save and add your new activity to the Activity Library

Recommended next steps:

  • Assign the custom activity to the users in your user directory

Common Questions

Q: What's the difference between short and long descriptions? A: Short descriptions appear in the user's mobile app and should be concise and clear. Long descriptions are for administrator reference and can include detailed context and instructions.

Need Additional Help?

Still have questions? Our team has over 17 years of experience in people screening and verification. Contact us by selecting Support from the main navigation, then Email to send us a message. Alternatively, email our support team at cxsupport@kinatico.com

Last updated: June 2025 | Reviewed by: Technical Support Team