Forms are essentially pages in an app that allow users to collect specific information. The data of these forms can be sent to authorized users via email or be stored in your organization’s ERP, database, CMS, or any other business data system you define.
To create a form, you will need to create a page using the following procedure.
- Select ‘Pages & Forms’ and click the ‘Create New Page’ button at the top right corner.
- Enter the following fields:
- Display Name – This is what users will see while interacting with the app.
- Internal Name – This is used by the internal code of the application. It should not include spaces or special characters (except for dashes ‘-‘ and underscores ‘_’). It should also not begin with a number.
- Page Type – For forms, you will need to choose a content page type.
- Categories – The form you are creating can be used by a category or multiple categories. So, select the category/categories you wish to include it in.
- Background Image – Select from the assets already added to the app or include another by pressing the Media Gallery button followed by Add Assets.
- Background Color – Choose a background color using the color selector.
- Click the ‘Advanced Button’ to view the following options and customize them accordingly
- Preload – Checking this option will ensure that the form is preloaded before it is opened. This option is feasible if the form is highly likely to be accessed. Keep in mind that the more forms you preload, the slower the app would start.
- Active – Checked by default, this option allows the app to access the form. You can uncheck it while the form is under construction or if you do not wish to use the form, but do not want to delete it yet.
- Show Loader – Checking this option will show a Load Progress Indicator while the form is loading. This is useful for large forms that need more time to be properly loaded. It also assures users that the form is loading rather than causing them to suspect that the app is malfunctioning.
- Confirm on Page Close – Choosing this option will allow the app to confirm with the user before they close a page. This feature is especially necessary for long forms or those that require sensitive data.
- ‘Permissions’ is also under the Advanced section. Through it, you can determine who can view this category and/or interact with it. You can either provide permissions to users by name or based on their roles.
- Scroll up to save the properties of your new page.