Create a new form

Set the Properties

Create a new form by clicking the ‘Create new form’ button. You’ll be asked to enter a name.

Create the content of a form

After clicking ‘Add’ the form builder will open. The form builder allows you to configure the elements and look & feel of the form.

Add an element by clicking the '+' button. After adding an element you’ll be asked to configure the element.

Line

A line is a separator that allows you to organize the form and break it down into logical sections for the user.

Label

A label is a line of text that allows you to organize the form and provide context to the user. When adding a Label, you’ll be asked to enter the label in all configured languages:

Text

This allows you to configure a text filed.

The text configuration has the following elements:

The key (see Data & Form Concepts for more info) - required
The label in the different languages- required
A default value that will be proposed to the user - optional
A placeholder. A placeholder can be used to provide additional guidance to a user - optional
Spreadsheet reference: Used for reading values from an excel sheet. See How-to: Automatically Fill in Form for more details.

The text configuration has the following configurable properties:

Editable. This allows you to show a value, for example from a previously filled in form, whiteout allowing the user to modify it. See Data & Form Concepts for more info.
Required. If active the user is obliged to enter a value.
Email field: If this field is selected this field will act as an email field:
- When a value is entered, the system will check if it is a valid email address.
- The field can used to specify the receiver in the notification tab of the task configuration. See Configuring forms for automatic completion for more details.

Text area

The text area element allows an actor to enter a text block and format that text (bold, italic,…)

The text area configuration has the following elements:

The key (see Data & Form Concepts for more info) - required
The label in the different languages- required
A default value that will be proposed to the user - optional

The text area configuration has the following configurable properties:

Editable. This allows you to show a value, for example from a previously filled in form, whiteout allowing the user to modify it. See Data & Form Concepts for more info.
Required. If active the user is obliged to enter a value.

Date

The date element allows an actor to enter a date

The date configuration has the following elements:

The key (see Data & Form Concepts for more info) - required
The label in the different languages- required
A default value that will be proposed to the user - optional

The date configuration has the following configurable properties:

Editable. This allows you to show a value, for example from a previously filled in form, whiteout allowing the user to modify it. See Data & Form Concepts for more info.
Required. If active the user is obliged to enter a value.

Checkbox

The checkbox element allows an actor to select a value using checkboxes. Multiple values can be selected.

The checkbox configuration has the following elements:

The key (see Data & Form Concepts for more info) - required
The label in the different languages- required

The checkbox configuration has the following configurable properties:

Editable. This allows you to show a value, for example from a previously filled in form, whiteout allowing the user to modify it. See Data & Form Concepts for more info.
Required. If active the user is obliged to enter a value.
Email field: If this field is selected the field can used to specify the receiver in the notification tab of the task configuration. See Configuring forms for automatic completion for more details. It is your responsibility to make sure the values (either filled in manual, via database or via relation are valid email addresses).

The checkbox configuration can get it’s values from 3 sources. See Sources for checkbox, select and radio for information on this.

Select

The select element allows an actor to select a value from a dropdown. Only one single value can be selected.

The select configuration has the following elements:

The key (see Data & Form Concepts for more info) - required
The label in the different languages- required

The select configuration has the following configurable properties:

Editable. This allows you to show a value, for example from a previously filled in form, whiteout allowing the user to modify it. See Data & Form Concepts for more info.
Required. If active the user is obliged to enter a value.
Email field: If this field is selected the field can used to specify the receiver in the notification tab of the task configuration. See Configuring forms for automatic completion for more details. It is your responsibility to make sure the values (either filled in manual, via database or via relation are valid email addresses).

The select configuration can get it’s values from 3 sources. See Sources for checkbox, select and radio for information on this.

Radio

The radio element allows an actor to select a value using radio buttons. Only one single value can be selected.

The radio configuration has the following elements:

The key (see Data & Form Concepts for more info) - required
The label in the different languages- required

The radio configuration has the following configurable properties:

Editable. This allows you to show a value, for example from a previously filled in form, whiteout allowing the user to modify it. See Data & Form Concepts for more info.
Required. If active the user is obliged to enter a value.
Email field: If this field is selected the field can used to specify the receiver in the notification tab of the task configuration. See Configuring forms for automatic completion for more details. It is your responsibility to make sure the values (either filled in manual, via database or via relation are valid email addresses).

The radio configuration can get it’s values from 3 sources. See Sources for checkbox, select and radio for information on this.