Form Building Overview
Last updated
Last updated
Navigate to Forms tab and click "New" button.
New Form screen will show up. First, select a Data Source. Data source is object the form is associated with:
If you can't find your object in the list it means it maybe has not been added to list of "Allowed objects" on "Settings" tab (Settings -> Objects Settings).
Once data source is selected, all object required fields will appear in a new form default section. Other object fields you can find in the "Data Source Fields" section of the left sidebar. Fields are sorted alphabetically and grouped in collapsible sections:
User can add to a form other type of fields as:
Options (sections, blank spaces, custom buttons, lists, file and image inputs, static texts, etc.)
Using components of the Right sidebar you can:
Settings - set basic properties of form or form elements
Context - pick fields of available context objects
Search - find location of form elements
Form builder toolbar contains the following components:
"Close" button - closes currently opened form and returns to page what user navigated from. If there are unsaved changes, asks for confirmation.
"Save" button - saves changes in currently open form. If this button is not disabled, this indicated the presence of unsaved changes.
"Delete" button - deletes selected elements from the form canvas.
"Action" menu contains the following items:
Run - helps to preview the form.
Open Sharing Rules - user can share the form to the Individual User, Public Group, Roles, Roles and Subordinates.
Clone - clones the current form.
Show Dependencies - helps to see where the current Form is used.
"Tools" menu contains the following items:
Fields - allow to add needed fields to form context objects (useful in some cases)
Variables - allow to manage form variables
Form Actions - allow to configure form actions
"Help"- links to the Documentation web site.
