Design Form

Designing a Simple Form

1. Click 2. Form Design on the stepper menu.

2. A default form is shown. By default, the first section is called section 1.

3. Click Rename to change the tab name and section name.

4. Click +Tab or +Section to Add a new tab or section respectively.

Add a Section before adding the fields into the form area.

Adding Fields

1. Drag the field listed on the left side and drop it into the section . Example: Drag a text field into the first section to capture Employee Name.

2. Click to edit the field properties.

3. On the left side, enter the Field Name and Label in the Field Properties form .

4. Click Save.

Field Name should not contain spaces or special characters

Select Reportable check box to display a particular field in the Reports