Creating & Managing Mobile Forms

 

About

The web-based form builder makes it easy to create and update forms.   No programming or special training is required; it's easy to get mobile forms up and running in no time. 

 

admin.pngnouser.pngnomobile.png

Create a Form

To create a new form:

  1. Ensure you are in the desired FormSpace.
  2. Mouse over the Manage Forms tab.
  3. Select Create New Form from the dropdown list.  
    createform.png
  4. Choose one of the following:

[ top ]

 

admin.pngnouser.pngnomobile.png

List Forms

 To list existing forms:

  1. Ensure you are in the desired FormSpace.
  2. Mouse over the Manage Forms tab.
  3. Select List Forms from the dropdown list.  

listforms.png

[ top ]

 

admin.pngnouser.pngnomobile.png

Edit a Form

 To edit an existing form:

  1. List Forms as described above.
  2. Select the desired form from the list. 
  3. Press the editform.png button on the following screen. 

[ top ]

 

admin.pngnouser.pngnomobile.png

Move or Copy a Form

Read about moving or copying forms in this article. 

[ top ]

 

admin.pngnouser.pngnomobile.png

Delete a Form

Deleting a form:

  • Removes the form from mobile devices when users next reconcile
  • Permanently deletes the form from the web portal; the form cannot be recovered
  • Permanently deletes form submissions and Draft/Outbox items 

Deleting a form is not recommended. Archiving the form instead will remove it from use while still retaining data.

 

To delete a form:

  1. Navigate to the desired form.
  2. Mouse over the dropdown beside the form name.
  3. Select Permanently Delete.

deleteform.png

[ top ]

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments