Forms are the bedrock of your apps, they can be as complicated or simplistic as you require.
The form list page will show you all of the forms you currently have saved in your account, as well as offering you the ability to create new forms. The form list includes a search bar, which allows you to quickly filter your forms. It also includes the form description and some useful icons.
The icons can be either red or grey. If the icon is red it then this means the feature is enabled.
- The lock represents whether or not the form allows anonymous submissions.
- The arrow represents whether or not the form has any submission events.
- Select the three dots to see the form menu
- Form menu options:
- Copy: Create a copy of the form
- Delete: Delete the form
- Download: This will download the JSON definition of the form, which will allow you to share to form between organizations
- View Schema: This option allows you to view the JSON schema of that specific form
- Convert to Info Page: This will convert the form to an information page by removing all of the form element with an input, and placing the form into the Info Pages menu
- Migrate to Environment: This option is only available if you have configured multiple Environments for your account, view more information on migrating Environments
- Form menu options:
When a form is being edited the Save button will become enabled. This will allow you to save any of the changes you have made. While the Save button is enabled the form will be locked, meaning that no other users will be able to edit the form while you are editing it. This prevents the possibility of your work being overwritten. A form can be unlocked by another user if the need is required.
Drag and Drop
To assist in creating a smooth and easy to use interface the builder utilizes drag and drop functionality in several areas:
- Move elements between pages
- Reorder elements
- Reorder form pages
View more information on Reordering Elements and Pages.
To help streamline and organize your forms they can be broken up into separate pages.
The Preview button will show you a preview of your rendered form, within the builder. The preview is entirely intractable; however, you are not able to submit the form from the preview.
There are multiple element types available to add to forms.
When a form is submitted, the form data is automatically saved to a cloud data store.
In addition to this, you can also add other submission events that are performed after a form is successfully submitted. To set these, select the Submission Events tab in the forms section of the console.
Learn more about Submission Events.
The Submission History tab allows you to view the history of forms that your users have previously submitted.
If a submission fails you are able to replay the specific submission events that have failed. Meaning you don't need to replay all submission events for the form. This is incredibly useful when testing, as you can make changes to the submission event, correcting any errors, and then run the submission again.