Create Form

A form can be created from scratch or customized from an already existing form. 

Starting from scratch allows you to begin with a blank canvas, enabling you to add and arrange the layouts and controls as you prefer. Alternatively, you can utilize the pre-defined templates that provide a ready-made structure and fields on your form, which then you can customize as required. 

The following image depicts the options to create a form using Form Designer.

Figure: Create Forms Options

The following video depicts how to create a form from a scratch. 

 Figure: Form Creation - Start from Scratch

The following video depicts how to create a form using existing forms.

Figure: Form Creation - Use Forms

Let's explore the following use case using the existing form!

Create Forms

Let's explore the following two ways to create a form.

• Create a Form from Scratch
• Create a Form using an Existing Form

Create a Form from Scratch

To create a form from the scratch, perform the following steps:

1. Navigate to Design Studio > select the required Application and Module.
   
   
2. Select the Designer as Form Designer. A Form Designer list page is displayed.
   
   Figure: Form Designer List Page
   
   
3.  Click New. The Create a Form page is displayed.
   
   Figure: Create a Form
   
   
4.  Click on Start From Scratch option. After that you will be redirected to the General tab, the first stepper of Form Designer.
   Figure: General tab - Form Designer
   
   Configure your own form by mentioning required field values on Form Designer Details page. Read General Form Details for more information.

Create a Form using an Existing Form

You can reuse an already existing form and make desired changes, such as rearranging the layout or controls, deleting existing controls, and adding new ones as per the requirement. You can select an existing form from either your current module or from a module in a different application.

To create a form using an existing form, perform the following steps:

1. Navigate to Design Studio > select the required Application and Module.
2. Select the Designer as Form Designer. A Form Designer list page is displayed.
   Figure: Form Designer List Page
   
   
3.  Click New. The Create a Form page is displayed.
   Figure: Create a Form
   
   
4.  Click Use Existing Form option. The template using pop-up window is displayed. You can view all the forms that are created for the selected module.
   Figure: Form Designer Template Page
   
   
5.  Select the required Tenant. It displays the pre-defined forms available under that specific Tenant.
   Figure: Tenant-wise Pre-defined Forms
   
   
6. Hover the mouse on the required form. It displays the following two options:
   • Use Form - Select it to create the form based on this template.
   • Preview - Select it to view the selected form in Design Preview pop-up window.
     Figure: Pre-defined forms options
     
     A sample screenshot is shown for New Incident for User preview:
     Figure: Preview - New Incident for User
7.  Click on Use Form option. A copy of the selected form is created. The Form Designer Details page is displayed with General tab - first stepper for Form Designer in editable mode. Customize this existing form as per your requirement.
   
   Figure: General Tab - Form Designer