Search 3B Knowledge Base
Start Building Forms
If you have followed the instructions correctly, you should now be able to build forms very quickly!
| Classic UI | Lightning UI | |
| Step 1 – Navigate to “Forms” tab and click on “New Form” (on classic) or “New” (in lightning) |  |
 |
| Step 2 – Select “Core Object” – this will be a Contact for example if you want to capture new customer details |  |
 |
| Step 3 – Give the form a “Title”. This will be visible on the form | ||
| Step 4 – Select the site you gave permissions to under Posting Settings. This is where the form will be posted |  |
|
| Step 5 – Select which fields you want to add to the form. Just click on the fields and click on the button “Add Selected”. Required fields will be automatically added |  |
|
Save the new form
When ready, hit “Save Form” button to the top right-hand corner and you will be redirected to the Form Editor where you can make adjustments, changes and add related objects.
For more information on how to build forms, please refer to the documentation in section Usage
