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Creating new forms

To create a new form:

  1. Log into the Online form builder. See Logging into the Online form builder.

    The My Forms window is displayed. See My Forms window.

    My Forms window

    Tip: You can also access the My Forms window by clicking Online form editor (My Forms button) in the Main menu.

  2. Click My Forms window (Create new button).

    The Form Type window is displayed.

    Online Form Editor (Create new, Form Type window)

  3. Select the type of form you want to create from the drop-down list. You can select:

    Online Form Editor (Creating new form, selection)

  4. Click Online Form Editor (Create Form button).

    The Online form builder is displayed.

    Online form editor (Blank).gif

  5. Click the form name in the top-left corner.

    The form name is highlighted.

    Online form editor (Edit form name, highlighted)

  6. Type a name for the form. For example, Application form.
  7. Click Online form editor (Save button).

Last modified: 19/05/2017 3:37:30 PM

See Also

Building forms

Opening forms

Defining the page layout

Adding elements

Deleting elements

Updating element text

Mapping elements to Synergetic fields

Mapping activity elements to Synergetic activities

Populating drop-down lists with Synergetic lookup table values

Applying validation rules

Applying element styles

Defining default values

Defining element statuses

Creating events

Linking text fields to user account details

Publishing forms

© 2017 Synergetic Management Systems. Published 29 June 2017.

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