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

  3. Click Save.

Field Name should not contain spaces or special characters

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

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