Create new forms
This guide outlines how to create a new form. We also have a video outlining these steps at the bottom of this guide.
Creating a form
To add a new form, select Forms > Add Form from the administration menu.
You’ll be presented with a small dialog.
Before creating a form, enter data into the following fields:
-
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/purpose of the form. This is added to the form layout by default, but it’s possible to remove it later.
Once the information has been added, press Save. A new tab containing your form detail definition will open in your workspace.
Working with the form
The form consists of six tabs:
-
Form Builder — Allows the Form Designer to add/configure/remove questions from the form, as well as format and create sections (for more information, refer to our guide on creating form questions).
-
Rules — Allows the Form Designer to add conditional behavior to questions based on values of specified fields using a menu-driven-like wizard.
-
JavaScript — This enables users to create additional coded functionality to heighten the behavior of the form for a more specific granular effect, such as parsing out numeric data for calculations.
-
CSS — Within this area, users can add styling/formatting to a form to provide a more customized appearance.
-
Preview — Allows users to visualize what the form would look like during the run time of a process.
-
Detail — Contains basic information about the form, such as name, category, and description.
On the Detail tab, any items highlighted in black may be changed. If you’d like to change the name of the form, place the cursor on the Name field and delete or modify the current name. Then press Save.
If you’d like 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.
Even if a form has been created and is associated with one (or many) currently running processes, changing the category doesn’t impact how a process functions. It’ll simply change the location where the form is stored in the system.
Make a copy of a form by selecting Copy, or delete a form by selecting Delete.
If you’re ready to create a form approval workflow or any other kind of workflow, visit our guide on how to create a process.