How can I make a new form?

Modified on Tue, 1 Apr at 2:13 PM

Step 1: Navigate to the “Forms” module. 

Click on the button “New form” and then select “Dynamic form”.



Step 2: Create your form.

Fill in the name of the form, select the owner and the approvers. Then you can select “fields” from the palette. Once you are done, you can click on the “Save” button to save your form.



Step 3: Publish your form. 

Click on the “Review” button. After doing this, you can click on request or publish. Depending on whether you assigned multiple approvers (or not). If there is one approver, this user can immediately click on “Publish”. If there are more approvers, they can click on “Request approval”. Once all the approvers have requested approval, the form will be published.






Video: How to make a form




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