6. Creating Your First Form

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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

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User Tracking

Understand how long users take to submit a form and where they are at.

Innovate, improve, empower. We believe engaged and happy customers make great partners, and see continuous feedback and collaboration as key levers in our shared drive for success. You need a small customisation to fit that nonconforming process step you have? We are more than happy to offer it free of charge. You have a recommendation for improvement/feature implementation? We are happy to listen, and will issue you with a special certificate to credit you for an idea that goes into the product.

As (we hope) you probably guessed yourself already – we want to be the single most flexible and customer-friendly forms solution on the market.