Create a new form

This guide explains how to create a new form. A video tutorial is also available at the end of this guide.

Prerequisites

• Access to the Nutrient Workflow Automation administration menu
• Administrator or form designer permissions

Creating a form

To add a new form, select Forms > Add Form > New from the administration menu.

On the screen that appears, enter the details for the new form:

• Name (required) — The name of the form.
• Category (required) — The category in which the form will be stored. This category can be different from the category of a process that uses the form. A single form may be shared among multiple processes if desired.
• Description (optional) — A brief description or purpose of the form. This is added to the form layout by default, but it’s possible to remove it later.

Once added, click Save in the lower-right corner.

Working with the form

The form consists of the following configuration tabs:

• Form Builder — Enables the form designer to add, configure, and remove questions from the form, as well as format and create sections. For more information, refer to the creating form questions guide.
• Rules — Enables the form designer to add conditional behavior to questions based on values of specified fields using a menu-driven wizard.
• JavaScript — Enables users to create additional coded functionality to enhance the behavior of the form for more specific effects, such as parsing numeric data for calculations.
• CSS — Enables users to add styling and formatting to a form to provide a more customized appearance.
• Preview — Enables users to visualize how the form appears during the execution of a process.
• Detail — Contains basic information about the form, such as name, category, and description.
• References — Displays a list of processes and tasks that use this form, showing the process name, task name, and task type.
• Print Settings — Enables users to configure print options for the form, including page size, orientation, and margins (top, bottom, left, and right).

On the Detail tab, any items highlighted in black can be changed. To change the name of the form, place the cursor on the Name field and delete or modify the current name. Once you finish applying the changes, click Save.

To change the category where the form is stored, place the cursor on the Category field and select the new category from the provided list.

You can make a copy of the form by clicking Copy, or delete the form by clicking Delete.

If you’re ready to create a form approval workflow or any other kind of workflow, refer to the create a process guide.

Watch a video