Forms are used to collect information from users. The Form Builder provides the tools to add fields, configure notifications, manage rules and more.
Form Builder Interface
The Form Builder has two main parts. On the left is your toolbox this is where you will find fields such as the Text Box, Drop-down List and other controls to build your form. On the right is your Form, drag and drop fields from the Tool Box to begin building your form. You can also upload a document template if you have a professional or ultimate plan, get the code to link or embed your form, set email notifications and manage rules that can show,hide, enable, disable or set values on your form. On the right is the work area that will contain the fields that your users will enter information into.
Sharing your form means that other users will be able to use your form and fill in information that you can view. To share your form click the Share Form button to open the “Share Form” dialogue which provides code for a direct link, website link or embed script to share your form.
When a user fills out and saves a form or creates a document from your form you can be notified via email. you can also specify a field from the form that contains an email address to send a summary of the data or the completed document. To open the email notifications dialogue click the Email Notifications button.
The rules builder is very powerful and allows you to show, hide, enable, disable, set values and show message boxes based on multiple conditions. To open the rule manager click the Manage Rules button on the form builder tool-bar.
A rule condition can be based on either a ‘hard coded’ value or one provided from a value entered into a field on the form. A rules can have one or more conditions to evaluate on an ‘and/or’ basis. Once a rule has been evaluated to establish if it is true or false a set of actions can be run. These actions can also make use of ‘hard-coded’ or ‘form’ values.
- Set Value
- Show Message Box
Sections are a way to group your fields so that they make sense.
Sections can act as repeating groups, e.g. if you wanted to create an invoice form that had more than one item in the invoice, or collect a list of a Company's Directors' names
To set the properties of a field just click on the field and a dialogue will display that will allow you to delete the field, set the label, set the field as required, change the width of the field, edit the place-holder, and more.