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Creating a form

  1. In the Forms module, click + Create.

  2. Enter a form title and page title, and click Create.

    Note

    You can make the page title match the form title, or you can make them different.

  3. To add a new page, click + Add page.

  4. To add a new section, click + Add section.

    Note

    You can add as many sections as you need, but you must have at least one section per page.

  5. To change a page title, select the page under Pages, and edit the page title in the Page details tab.

  6. To edit a section, select the section and edit as needed under Section details.

  7. Select the data source you want users to submit new data into.

  8. Select the columns from the data source that you want to add to the form.

    Note

    To set a field as required, click the more options menu (…) and click Set as required. You can remove the required field setting by clicking the more options menu (…) and clicking Set as optional.

  9. For each input rule you want to create, click on the section and click + Add rule. Select Input rule, as the type. Select the column and operator, then input or select a value (if applicable). Next, enter an error message and click Done.

    Note

    You must select a source for the section before you can add input rules to it.

    Note

    You must enter an error message for each input rule. The error message shows when an entry breaks the input rule.

    Note

    To edit an input rule, click the more options menu (…) and click Edit. To delete an input rule, click the more options menu (…) and click Delete.

  10. For each validation formula you want to create, click on the section and slick + Add rule. Select Validation Formula as the type. Select the function, operator, and source that you want to apply to the rule. Next, enter an error message and click Done.

    Tip

    For more information on creating formulas, see Formulas.

    Note

    You can only use numeric and date fields in formulas. Available fields are listed in the format: [page title].[section title].[column name]. Each page title must be unique. Each section title must be unique to the page.  Titles must not contain special characters. Key fields must not conflict with existing keys.

    Note

    You must enter an error message for each validation formula. The error message shows when an entry breaks the rule.

    Note

    To edit a validation formula, click the More options menu (…) and click Edit. To delete a validation formula, click the more options menu (…) and click Delete.

  11. To rename a column, click the more options menu (...) next to a selected column and select Rename.

  12. To change column settings, such as setting a placeholder text or a default value, next to a selected column, click the more options menu (...) and select Column settings.

    Tip

    To automatically generate entries for a text or numeric key field, select Column settings then Default value. Next, click Auto-Generate and Done. Auto-generated fields are hidden from users, automatically generating entries when forms are submitted to the server. Apply this feature to increase your forms’ ease of use and reduce user error.

    Tip

    The Default value setting allows you to automatically input a value from a previous page or section in the form. This is useful if you have repeated columns across different data sources.

  13. If you want to allow users to submit multiple rows of data at once, under the Options tab, select the Allow multiple entries checkbox.

  14. To delete a section, click the more options menu (...) next to the section title and click Delete.

  15. To delete a page, click the more options menu (...) next to the page title and click Delete.

  16. Click Save.

After creating a form, an admin user can submit a form directly in the Forms module or add the form as a task in a process list.