Build a Custom Form

Getting Started

  1. Download the Mobile App
  2. Submit a Form
  3. Review Your Data on the Portal
  4. Connect a Data Destination
  5. Add Users
  6. Dispatch Forms to a User
  7. Upload your Logo
  8. Customize a Data Source
  9. Build a Custom Form

 

 

About

Building custom forms is simple and intuitive with the form builder's drag and drop interface.  It is easy to get your forms up and running in no time;  no programming or special training is required.  

View the video below to learn how to build a custom form.

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Create a Form

1. Mouse over the Manage Forms tab and select "Create New Form" from the dropdown menu.

manageforms.png

 

2. From the Create Form menu, choose "Create a new blank form using the Form Builder."

createcustomform.png

 

3. The Form Builder will load, already open to the Form Properties tab.  

  • Name the form.  
  • All other options can be left at the default settings for now.

Name_Banner.png

 

4. Enter the Pages & Questions tab to begin building your form.  See the sections below.

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Add a Page

1. Pages are shown on the left side of the Form Builder.  Click the Add button to add a page.

pages.png

 

2. To change the name of the page, mouse over the page name.  

  • A few icons will appear; select the edit.jpg .  
  • Type in the new page name, and save your changes.
  • Note: Each page must have at least one question on it before the form can be deployed.

addpage.png

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Add a Question

1. Questions are shown on the right side of the Form Builder. All questions on the selected page will be listed.

questionslabeled.png

 

2. To add a question, mouse over the Add button.  Select an appropriate control and data type.  

  • The most basic type is Text ->  Simple Text -> Textbox

question.png

 

3. To edit the question text, double click on the Question Text. Save your changes.

quetsiontext.png

 

4. To edit the question's other properties, mouse over the question.  A few icons will appear:  select Edit Properties.

editproperties.png

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Save the Form

There are several options for saving your form. This menu is found at the bottom of each form builder page.

2016-02-22CreateFormNavi.png

  • Discard Changes: Undoes any changes you have made since creating or opening the form for editing.  This does not delete your entire draft. If you wish to delete a draft form, please follow the instructions in Archiving and Deleting Forms.

  • Save and Deploy: Saves the form as an Active version and deploys it to mobile devices.  Save and deploy is typically used only when a form has been completed and is ready to be deployed to end users.
    2016-02-22-SaveDeploy.png
  • Save as Draft: Saves the current form as a draft.  Drafts are not deployed to users with standard "Can Submit" permissions. 

Note:  The Form Builder also auto-saves every few minutes; this allows ProntoForms to recover your work as needed. Using Discard Changes will remove all these auto-saves and revert your form back to either your last "Save as Draft" or the last Active version of your form.

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