Overview

This article will show you how to create a form.  

Instructions

1. Navigate to Forms
   
2. Click the + Create button in the lower right corner
   
3. Fill out the fields on the Summary tab
   
   
   • Settings:
     • Form Name (Required): Add a name for your form, this is the name that will appear in the app
     • Description: Type a brief description of the form and what it contains
     • Associated Apps: Select the apps the form will appear in
     • Tags: Tags can be used to filter and sort your forms in the forms list. For example, these can be used to distinguish between internal and external forms. 
   • Access: 
     • Start/End Date: If desired, enter the dates this Form will become available and unavailable
     • Authentication: Choose if the form is Public or Private
       • Private: Only authenticated users are able to view and submit the Form
       • Public: Anyone can view and submit the Form without needing to login
   • Buttons: Choose where you would like users to go after clicking "Submit" or "Cancel"
     
     • My App: The user will be returned to the Forms list in your app
     • Back: The user will be sent to the previous page
     • Close Page: The form page will close
     • Redirect to URL: Specify a URL to direct the user to
   • Validation: Configure an API endpoint for the form to validate against. The endpoint will be called prior to submission and any submission events. 
   • Personalization & Receipt Generation: Configure an API endpoint for the form to generate a receipt number that can be used to search for submissions and also personalize form content. The endpoint will be called prior to the form load. 
4. Select Save
   
5. Navigate to the Builder tab 
   
6. Select Add New Element to add new elements to your form
   
7. Select the Element Type 
   
   
   • Note: Selections will appear in blue
   • Note: We recommend making Heading and Information the first two elements of your form. That way, your form includes an appropriate title and any necessary information or instructions your users need to complete the form
8. Fill in element fields
   
   
   • Text: This is what will be displayed to the form users
   • Name: This is what the element will be named when submitting data
     • Note: This will not be visible to users
   • Size: The size of the Heading text
   • Show Conditionally: This option is used when you want the element to only be shown under a certain condition. Learn more about Conditional Logic.
9. Add additional elements as desired
   • Note: For user input fields, you will have additional options
     
     
     • Label: This is what will be displayed to the form users
     • Name: Add a name for the field
     • Hint: Allow the label to have more instructions if needed
     • Minimum/maximum number of characters: Specify character limits for the field
     • Regular Expression Pattern Validation: Enter a regex pattern and select a flag
     • Default Value: Add default data that will populate in the field unless changed by the user before submitting
     • Placeholder Value: Enter placeholder text that will display in the form's field before edited by the user
     • Read Only: Set a field to "read-only" (not requiring user input) 
     • Required: Make a field required for submission
     • Enable Data Lookup: Enable Data Lookup
     • Enable Element Lookup: Enable Element Lookup
     • Show Conditionally: Choose to only show the field if specific conditions are met
       • Note: Conditions can only be linked to Autocomplete, Number, Calculation, Checkboxes, Radio Buttons, and Select elements.
   • Note: View more information on Element Types
10. If needed, hover over the two lines on an element to reorder the list
    
11. If desired, you can add pages to the form
12. Select Save 
    
    
    • Note: At any point, select Preview to preview your form configured for a phone screen.
      
13. To make the form active, you must create an Email + PDF submission event. To do this, navigate to the Workflow tab 
    
14. Select Add Submission Event 
    
15. Fill out the Submission Event fields
    
    
    • Event Type (Required): Select the Email + PDF type
    • Email Address (Required): Enter an email address (this email address will receive all form submissions)
    • Email Subject Line: Add an email subject line for the form submission
    • Custom Email Template: If desired, select a custom email template from the drop-down
    • PDF File Name: Enter a name for the PDF file
    • Display Submission ID in PDF: Toggle to include the submission ID number in the PDF
    • Page break on form pages: Toggle to break the page to correspond with each form page
    • Run Conditionally: Toggle on to add conditions for the submission event
      
      • Note: Conditions can only be linked to Autocomplete, Number, Calculation, Checkboxes, Radio Buttons, and select elements.
16. Add additional workflows/submission events as needed
17. Select Save