Create New Form

Last updated Mar 26 2019

Creating a new form is easy. When you first enter the form builder a small modal window will open offering 5 options to create a new form: 
1. Blank Form
2. Template
3. Wizard
4. Salesforce
5. From URL

If you choose to close this window - you will actually be opening a blank form. 
You may also reach these 5 options from the Upper Toolbar > File > New

1. Blank Form
create a new blank form from scratch

In order to do this you will need to:

1- Choose "Blank" option.
2- In the form builder - Give your form a name ("Properties" panel > Form > Settings > General > Basic > General)
3- Drag an element from this "Elements" panel (on the left) and drop it on the canvas.
4- Once the element is on canvas - its settings and styles will be displays in the "Properties" panel (on the right), enabling you to configure the settings according to your needs.
You will need to give each element a label text, placeholder text and user tip. Maybe you would like to make this element mandatory, or unique...all this can be done in the "Properties" panel under its two tabs: settings & style.
5- Once you are done adding your elements and configuring them  - Publish your form and Start using it.
2. Template
Choose a form template

This option enables you to set up your form in the easiest and quickest way: It offers you the choice of ready made free form templates. All you have to do is:

1- Choose a form template
2- Press on the "Create Form" button
3- The form will now open on your canvas and you will be able to edit it: add/remove elements, change properties and style.
4- Give you form a name in the "Form Settings" (Right "Properties" panel : Form > Settings > Basic tab > General > Form Name)
5- Save your form and Publish your form and start using it.
3. Wizard
Build your form in  4 short steps 

The wizard enables you to set up your form in an automated way. In 4 quick steps you can create your form. All you have to do is:

1- Wizard Step 1: Give your form a name, description (not required) and form direction (RTL or LTR)
2- Wizard step 2: Add elements from a dropdown (creating a list of elements)
3- Wizard step 3: Add a custom thank you message or redirect to URL.
4- Wizard step 4  Choose a theme.
5- Give you form a name in the "Form Settings" (Right "Properties" panel : Form > Settings > Basic tab > General > Form Name)
6- Save your form.
7- Publish your form and start using it.
4. Salesforce
Create a form based on a Salesforce object

create a new form in an automated way, by choosing the salesforce object and fields, a relevant form will be created for you. 

1- Authenticate with Salesforce
2- Choose the Salesforce object you want to base your form on.
3- All of the object fields will now appear below and you will need to map them to an element type of your choice. 
4- Turn on the "mandatory" checkbox for elements you want to make required.
5- Press on the Up/Down arrows to set the order of the fields.
6- Press on "Apply" and the form will automatically be created for you on canvas, containing the fields you configured.

5. Form URL
Import a form from a URL

Import a form which was already set up in a different platform (Wufoo,JotForm or Formstack), 
In order to do this you will need to:

1- Choose the platform the form was created with: Wufoo, JotForm, or Formstack.
2- Enter the form URL and press "load".
3- The form preview will appear in a thumbnail on the right
4- A table, containing the form fields will appear below, and it will allow you to create your new form
on the basis of the url chosen. You will simply need to specify, in the second column, what type of element  
you would want to use for each field. For example: for "Your name" field you can use a textbox or a full name element.
5- You can make the fields mandatory if needed or even remove them.
6- Press on "create form" and the form will open on the form builder cavas ready to use.
7- You can now continue editing form, changing style/ properties etc.
8- Publish your form and start using it.
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