Building forms

You can build a form by following the steps outlined below.

Once you have created your form you can maintain the form. See Maintaining forms.

To build an online form:

1. Either:
   • Create a new form. See Creating new forms.
   • Open a form. See Opening forms.
2. Define the page layout of the form. See Defining the page layout.

   

3. Add elements to define the content of the form. See Adding elements.

   

4. Update the text used to label elements. See Updating element text.

   

5. Map elements to Synergetic fields. See Mapping elements to Synergetic fields.

   

6. Map any activity elements to Synergetic activities. See Mapping activity elements to Synergetic activities.

   

7. Populate any drop-down lists with Synergetic lookup table values. See Populating drop-down lists with Synergetic lookup table values.

   

8. Apply validation rules to ensure users enter correct information. See Applying validation rules.

   

9. Update element styles to make your form look visually appealing. See Applying element styles.

   

10. Define default values for elements, if necessary. See Defining default values.
11. Define test values for elements, if necessary. See Defining test values.
12. Define the status of elements. See Defining element statuses.
13. Create events that call functions when users interact with elements. See Creating events.

    

14. Enable online payment options, if necessary. See Enabling online payments.

    

15. Enable document management to allow users to submit documents with forms, if necessary. See Enabling document management.

    

16. Enable email correspondence, if necessary. See Enabling email correspondence.

    

17. Publish your form. See Publishing forms.

    

Last modified: 9/09/2016 11:45:32 AM