How do I create a Form within Forms Builder?

To create a Form, click on the “Add Form” button in the Forms section. The configuration options will appear under the Details section on the right side of the screen. 

01. Enter a “Name” for the Form. The “Code” will be made automatically upon clicking “Add” in the top right when first creating a Form.

02. Select the appropriate “Access Level(s)” for the Form. The “Status Lifecycle” should be the same as the one chosen for the Catalogue to prevent conflicts.

03. Select the “Status” of this Form, i.e. should it be enabled or disabled.

04. Select whether or not you wish to “Share” this Form with other Users, via the Form Store.

05. Enabling the “Short URL” will provide you with a Short URL link and a HTML embed link, allowing you to embed the Form on a website.

06. Enabling “Knowledge Search” will allow Customers and Users to search for any information that may assist them in completing the Form. Such information can be uploaded by Users from the Back Office.

07. Enabling “Home Routing” will ensure that all report made via this Form will be directed to the Organisation that created it, regardless of where the report was submitted.

08. Enable “Payment” if the Form requires it (see Plugins - Payment).

09. You can add an “Effective Start/End Date” for the Form, which is normally used for seasonal Forms (e.g. collection of Christmas trees).

10. The “Hint Text” allows you to provide a brief explanation about the Form.

11. “Icons” are used to represent the Form on the Mobile App and Customer Portal. If you wish to use your own icons, then “Apply Brand Colour” should be enabled. Pre- loaded icons are available by clicking on the Icon button. You also have the option to upload “Photos” for this Form, which can be done via the Image Store.

12. Select “De-registration Approval Required” if the information provided by a Customer via this Form must be maintained for legal or regulatory reasons. This is to prevent Users from accidentally anonymising and/or erasing personal data that is essential for investigating certain transactions.

An example of the Short URL functionality is shown below. 

Select “Show Login Page” if you wish for Customers to log in to the system when clicking the Short URL or Embed HTML link. Optional “Welcome Text” can also be configured.

The “Report Submit Message” and the “Report Cancel Message” can be configured to display what messages appears upon submitting a completed Form, or cancelling it.