Creating a Form

Start Creating the Form

  • Action: User clicks dropdown button "Add>Template” on the Templates page.
  • System Response:
    • A dialog appears
    • The default form name is “Untitled Form.”
    • Optional to select a folder to save this form.
    • A new form is automatically created.
    • Auto-save is enabled.

Build the Form

  • Location: "Form Builder" tab.
  • Actions:
    • Add Fields: Users can add various fields (e.g., question types, layout elements) by dragging them from the field menu or clicking to add.
    • Reorder Fields: Drag and drop fields to rearrange the order. Or do it in the “Current Fields” tab in the side menu.
    • Field Settings: Customize each field using general or advanced settings.
    • Duplicate/Delete: Options to duplicate or delete fields as needed.
    • Copy/Paste: Shortcuts to copy and paste fields.
    • Undo/Redo: Button and shortcuts to undo and redo an action.
    • Add Pages: Users can add pages in the page menu. And link to workflow setting as needed.

Configure Form Settings

  • Location: "Settings" tab.
  • Actions:
    • Form Settings: Define form name, folder to store, reference no., and validation time,
    • Configure Approval Flow: Set up workflows for form.
    • Set Conditions: Establish conditions that control field visibility or form flow based on user inputs.

Preview and Test the Form

  • Location: "Preview" tab.
  • Actions:
    • Preview Form: Users can view how the form appears.
    • Preview Option: Desktop/Phone/Tablet/PDF (Orientation may applied)
    • Test Form: Functionality testing with different roles to ensure proper behavior and logic.

Customize PDF Output

  • Location: "PDF" preview option.
  • Actions:
    • Fill Out Form: Dummy data by default. Users can complete the form to generate a filled-out PDF.
    • Customize Format: Adjust the PDF format based on the filled-out form to ensure the output meets user expectations.