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Create a Form

Alyssa Cook
  • Updated

 

Overview

This article will show you how to create a form.

 

Instructions

  1. Navigate to Forms
    The Forms module on the left-hand navigation menu.
  2. Click the + Create button in the lower right corner
    The green create button
  3. Fill out the fields on the Summary tab
    The summary tab information fields and button options.
    • 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 log in
    • 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
    The summary tab's save button.
  5. Navigate to the Builder tab 
    The builder tab.
  6. Select Add New Element to add new elements to your form
    The Add New Element button for a newly created form
  7. Select the Element Type 
    The Heading element in a list of element types
    • 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 the element's detail fields
    The heading element's information 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
      The text element's detail fields
      • 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 being 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, click the two lines on an element to reorder the list
    The heading element being moved into a new order location
  11. If desired, you can add pages to the form
  12. Select Save 
    The volunteer snow shoveling form's save button
    • Note: At any point, select Preview to preview your form configured for a phone screen.
      The volunteer snow shoveling form's preview button
  13. You must create an Email + PDF submission event to make the form active. To do this, navigate to the Workflow tab 
    The workflow tab.
  14. Select Add Submission Event 
    The submission event actions list and add submission event button
  15. Fill out the Submission Event fields
    submission event details
    • 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
    • PDF File Name: Enter a name for the PDF file
    • Use Email Template: If desired, toggle on this option to select a custom email template from the drop-down
    • Display submission ID in PDF: Toggle to include the submission ID number in the PDF
    • Include payment details in PDF: Toggle on to add a page break after the form content and include payment receipt information
    • 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 
    The workflow tab's save button

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