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 an existing 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 the status of elements. See Defining element statuses.
12. Create events that call functions when users interact with elements. See Creating events.

    

13. Enable a required login, if you are creating an online application form. See Enabling required logins.
14. Enable a pre-fill prompt, if you are creating an online application form. See Enabling pre-fill prompts.
15. Enable online payment options, if you are creating an online application form. See Enabling online payments.

    

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

    

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

    

18. Enable form branding, if necessary. See Enabling form branding.
19. Publish your form. See Publishing forms.

    

    Note: You can unpublish a form before its publication period expires or when converting the form to a template. See Unpublishing forms.

Last modified: 12/07/2017 5:12:06 PM