Logging into the Online form builder

You can log into the Online form builder using either:

• SynWeb authentication (preferred)
• SQL login credentials.

Logging into the Online form builder using SynWeb authentication

To log into the Online form builder using SynWeb authentication:

1. Log into SynWeb. See Logging in and out in the SynWeb Introduction manual.
2. Select System > Online Form Builder from the SynWeb main menu.

   The Recent tab of the My Forms window is displayed.

   

3. Build a form by either:
   • Creating a new form. See Creating new forms.
   • Opening an existing form. You can open a:
     • form
     • form template.

   See Opening forms.

For information on the entire form building process, see Building forms.

Logging into the Online form builder using SQL login credentials

Use this method to log in using SQL accounts.

Note: Ensure the SQL login account has sufficient access; equivalent to zSynergeticCoreAPI account.

Note: Active Directory (AD) authentication does not work with this method.

To log into the Online form builder using SQL login credentials:

1. Navigate to the Synergetic Form Editor: login window.

   

2. Type the SQL account name in Login Name.
3. Type the corresponding password in Password.

   Tip: You can select Remember My Login Name to autofill the Login Name field next time you log in.

4. Click .

   The Recent tab of the My Forms window is displayed.

   

5. Build a form by either:
   • Creating a new form. See Creating new forms.
   • Opening an existing form. You can open a:
     • form
     • form template.

   See Opening forms.

For information on the entire form building process, see Building forms.

Last modified: 12/07/2017 5:01:24 PM