Components of Form Builder

You have to specify the name of the form template with which the users can identify. The title describes the purpose of the form template to the user who is working with it. For instance, if you name a form as an Order Booking form, the users can know that this can be used for booking orders. Look at the below screenshot to know where to specify the form title.

Look at the below screenshot to know how the Title looks when you access the form through the Web App.

It is useful if you want to provide the users with additional guidance or instructions to fill the form. Look at the below screenshot to know where to specify the help text.

Look at the below screenshot to know how the Help Text looks when you access the form through the Web App. You need to hover the cursor onto the info icon to see the help text.

A field type or data type can be used to capture data. They are used as form fields and accept entering the data according to its nature. For instance, if you added number data type into your form, then it accepts entering only numbers. The below categories of the data types are available to create form.

• Data Types - Basic
• Data Types - Assistance
• Data Types - Media
• Data Types - Predefined List
• Data Types - Dynamic List
• Data Types - Others

Look at the below screenshot to know where you can find the data types in the form builder.

The fields canvas is an area where you can drag and drop the required data types to create a form template. You can create pages, add more fields, and define customizations. The field must be added to the field canvas to customize the field and validate the input. Look at the below screenshot to know where you can find the fields canvas in the form builder.

The properties section allows you to customize the data type that you added to the fields canvas. You can specify the label, help text, computed/default, required/optional, etc. Refer to the Field Properties topic to know more about all the properties applicable for all the data types. Look at the below screenshot to know where you can find the Properties section in the form builder.

Additionally, you can define the following:

• Manage Validations: You can define conditions to validate the value entered in the field based on values entered in the current/other form fields. These settings help you to either show a warning/error message or highlight the field background when the entered value satisfies the defined condition. Refer to the Manage Validations topic to know more about all the validations that you can define for all the data types. Look at the below screenshot to know where you can find the Manage Validations section in the form builder.
  
  
  
  
• Define Conditions: You can define conditions to change the functional behavior of the field. These settings help you to make the field mandatory/hide/disable based on the values entered in other form fields. Refer to the Define Conditions topic to know more about all the conditions that you can define for all the data types. Look at the below screenshot to know where you can find the Define Conditions section in the form builder.
  
  
  
  
• Manage Restrictions: You can restrict the field visibility and accessibility only to the particular employee groups. These settings help you to hide/unhide some sensitive fields to a particular group of people. By default, the field is accessible to everyone. Refer to the Manage Restrictions topic to know more about all the restrictions that you can define for all the data types. Look at the below screenshot to know where you can find the Manage Restrictions section in the form builder.
  
  
  
  
• Other Settings: You can enable the additional features that the field supports. Also, enables you to customize the field and field value with various currency types and custom fonts. You can manage the decimal values to be entered and quickly adjust the values with up-down arrows. Refer to the Other Settings topic to know more about all the other settings of all the data types. Look at the below screenshot to know where you can find the Other Settings section in the form builder.
  
  
  
  

You need to publish any form template after creating it. Publishing makes the form template available to make form submissions. It enables your employees to access the form and start submitting forms. You can find different publishing options in the form builder that enables you to accept form submissions from both internal and external users. Refer to the Publishing Options topic to know more about the available publishing options. Once published, any changes that you make to the form template will be reflected in the published form automatically. Look at the below screenshot to know where you can find the Publishing options in the form builder.