V1: 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




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.



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



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.



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.



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.


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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.



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



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



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


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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.


  • 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.
  • 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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