Forms
  • Accessing the Forms Module
  • General Workflow for Forms
    • Creating a Form
    • Listing a Form
    • Form Page Component
    • Page Settings
      • Rename
      • Duplicate
      • Delete
    • Question
      • Duplicate
      • Delete
      • Properties
        • Properties
        • Condition
        • Look up
    • Form Preview
    • Publishing a Form
      • Options Context Menu
        • Open in New Tab
        • Properties
        • Modifying a Form
        • Adding a Form to Favorite
        • Moving a Form
        • Renaming a Form
        • Copying a Form
        • Deleting a Form
    • Form Response
      • Filter Response
        • Filtering Responses by Page
        • Filtering Responses by Date
        • Filtering Responses by Users
    • Form Settings
      • Properties
        • Status
        • Configuration
      • Theme
        • Form Header Theme
        • Page Header Theme
        • Form Body Theme
      • Form Instruction per User
  • Form Options
    • Edit
    • Delete
    • Duplicate
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  1. General Workflow for Forms

Creating a Form

PreviousGeneral Workflow for FormsNextListing a Form

The user can follow the given steps below to create a new form:

  • Navigate to the Form landing page.

  • Click the Create Form icon.

  • The Create Form window opens.

  • Provide the following information:

    • Form Name: Provide a title for the Form.

    • Form Instruction: Insert a Form Instruction for all the users who access the Form.

    • Form Logo: Attach an image to be used as Form logo (The image file should be less than 50 KB).

  • Click the Save option.

  • A success message appears.

  • The newly created form gets added to the Form Landing page.

  • The user gets redirected to the landing page of the newly created form to add a new page (by default).

  • The newly created Form gets the Connected status by default.

Please Note: The user needs to click the newly created Form tile to open the Form landing page (it opens by default for the first time after creation).

  • The inserted Form Instruction appears by default in a pop-up window while opening that form in the Preview mode (as shown in the below image). Click the Go to form option to access the form content and give a response.

The Create Form window
Default page for a newly created Form