--- title: "Create Form" slug: "create-form" updated: 2024-08-06T07:18:22Z published: 2024-08-06T07:18:22Z canonical: "help.symphonysummitai.com/create-form" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt > Use this file to discover all available pages before exploring further. # 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. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1714745422336.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A23%3A46Z&se=2026-11-08T17%3A23%3A46Z&sr=c&sp=r&sig=LCgHUFnftYEG2eQk02uzDMjD%2FqyZYk%2BYBvt%2BDfMKiY4%3D) Figure: Create Forms Options The following video depicts how to create a form from a scratch. [Video](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/New_Form.mp4?sv=2026-02-06&spr=https&st=2026-11-08T16%3A23%3A46Z&se=2026-11-08T17%3A23%3A46Z&sr=c&sp=r&sig=LCgHUFnftYEG2eQk02uzDMjD%2FqyZYk%2BYBvt%2BDfMKiY4%3D) Figure: Form Creation - Start from Scratch Let's explore the following use case to create a form from scratch. | **Use Case** **User Persona: Application Designer** | **Solution** | | --- | --- | | Application Designer, Sam wants to create new form which should manage and track all incidents raised by users. It should be an interactive form and should include the essential details for troubleshooting and resolution, such as Subject, Description, Caller Name, Address, Email ID, Response SLA, Resolution SLA and so on. | To achieve this functionality, he can create a form named **Manage Incidents**, with all fields such as Subject, Description, Caller Name, Address, Email ID, Response SLA, and Resolution SLA on the form. As it's a unique form, he will choose the option **Start from Scratch**. | The following video depicts how to create a form using existing forms.[Video](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Use_Form(1).mp4?sv=2026-02-06&spr=https&st=2026-11-08T16%3A23%3A46Z&se=2026-11-08T17%3A23%3A46Z&sr=c&sp=r&sig=LCgHUFnftYEG2eQk02uzDMjD%2FqyZYk%2BYBvt%2BDfMKiY4%3D) Figure: Form Creation - Use Forms Let's explore the following use case using the existing form! | **Use Case** **User Persona: Application Designer** | **Solution** | | --- | --- | | Application Designer, Sam wants to create a form named My Incidents for an Analyst to view the incident details logged by End User. Also, the Analyst should be able to add any additional information if needed along with existing details entered by End User. There is a form named **New Incident for User**which captures the information entered by End User while logging an incident. | To achieve this functionality, he can create a form named **My Incidents** using already existing form **New Incident for User**, as both forms have similar details to be showcased. He can make use of **Use Existing Form** option to create **My Incidents** form for an Analyst. He can make any modifications also on existing form as per the additional requirements. | ## Create Forms Let's explore the following two ways to create a form. - [Create a Form from Scratch](/summit-platform/docs/create-form#create-a-form-from-scratch) - [Create a Form using an Existing Form](/summit-platform/docs/create-form#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. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1701865504777.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A23%3A46Z&se=2026-11-08T17%3A23%3A46Z&sr=c&sp=r&sig=LCgHUFnftYEG2eQk02uzDMjD%2FqyZYk%2BYBvt%2BDfMKiY4%3D)Figure: Form Designer List Page 3. Click **New**. The **Create a Form** page is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1700827707759.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A23%3A46Z&se=2026-11-08T17%3A23%3A46Z&sr=c&sp=r&sig=LCgHUFnftYEG2eQk02uzDMjD%2FqyZYk%2BYBvt%2BDfMKiY4%3D)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. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1701865601495.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A23%3A46Z&se=2026-11-08T17%3A23%3A46Z&sr=c&sp=r&sig=LCgHUFnftYEG2eQk02uzDMjD%2FqyZYk%2BYBvt%2BDfMKiY4%3D)Figure: General tab - Form Designer Configure your own form by mentioning required field values on **Form Designer Details** page. Read [General Form Details](https://help.symphonysummitai.com/summit-platform/docs/defineformgeneral) 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. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1701865504777.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A23%3A46Z&se=2026-11-08T17%3A23%3A46Z&sr=c&sp=r&sig=LCgHUFnftYEG2eQk02uzDMjD%2FqyZYk%2BYBvt%2BDfMKiY4%3D)Figure: Form Designer List Page 3. Click **New**. The **Create a Form** page is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1657039163795.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A23%3A46Z&se=2026-11-08T17%3A23%3A46Z&sr=c&sp=r&sig=LCgHUFnftYEG2eQk02uzDMjD%2FqyZYk%2BYBvt%2BDfMKiY4%3D)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. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1707481573998.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A23%3A46Z&se=2026-11-08T17%3A23%3A46Z&sr=c&sp=r&sig=LCgHUFnftYEG2eQk02uzDMjD%2FqyZYk%2BYBvt%2BDfMKiY4%3D)Figure: Form Designer Template Page 5. Select the required Tenant. It displays the pre-defined forms available under that specific Tenant. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1707482403955.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A23%3A46Z&se=2026-11-08T17%3A23%3A46Z&sr=c&sp=r&sig=LCgHUFnftYEG2eQk02uzDMjD%2FqyZYk%2BYBvt%2BDfMKiY4%3D)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. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1707483213305.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A23%3A46Z&se=2026-11-08T17%3A23%3A46Z&sr=c&sp=r&sig=LCgHUFnftYEG2eQk02uzDMjD%2FqyZYk%2BYBvt%2BDfMKiY4%3D)Figure: Pre-defined forms options A sample screenshot is shown for **New Incident for User** preview: ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1657172724493.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A23%3A46Z&se=2026-11-08T17%3A23%3A46Z&sr=c&sp=r&sig=LCgHUFnftYEG2eQk02uzDMjD%2FqyZYk%2BYBvt%2BDfMKiY4%3D)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. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1701865780310.png?sv=2026-02-06&spr=https&st=2026-11-08T16%3A23%3A46Z&se=2026-11-08T17%3A23%3A46Z&sr=c&sp=r&sig=LCgHUFnftYEG2eQk02uzDMjD%2FqyZYk%2BYBvt%2BDfMKiY4%3D)Figure: General Tab - Form Designer