After creating a new Form, you’ll be taken to the Form’s Designer. Where you can create, test with specific users, and publish the form to all users.

You access the Form Designer thereafter on the Forms page by hovering over a form title, coupled with navigating to the form’s settings and connector areas.

The Form Designer provides a visual view of your Form questions/fields and gives you a drag-and-drop approach to creating your Form design. Or, left-click to add to the bottom of the page.

Along the left section of the Designer, you will see a column of question-type icons (Basic and Advanced Field Types), and each one has a brief description.

To create your Form, drag and drop the question/field types you desire onto the design preview. You can move questions/fields around to change the order and drag questions in and out of Page Groups. 

When you click on a question in the work area, you will notice that a Properties bar appears on the right-hand side of the form.

The Properties bar is where you specify the details and function of each question.

• Every question/field must have a unique Data Name, the column heading in the Data tab, and data exports you may perform. Data Names cannot have spaces or special characters.
• Display Text is the question text displayed in the Form to the app user.
• The Hint property lets you specify additional text to explain the question to the app user.
• Most questions have Read Only and Required options, which enable you to prevent data entry and require an answer, respectively.
  The Read Only option is useful when showing the app user a message or fixed answer.
• Most question types also have an Advanced section, which lets you specify a default value, control question visibility, validate answers, and redirect answers to another question.
  Advanced properties require you to define a unique formula that is similar to an Excel formula in nature. See our Creating Formula topic for details.

Once you create your Form design, click the “save changes” link in the options bar to save the contents.

After saving your changes, you can then go on to Test or Publish the form.