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.)
See proper article about fields and other form components and how to add them to the form.
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.
