SERIES INFORMATION

The Form Components series contains the following articles.

OVERVIEW

This Form Components Series has been created to familiarise you with the process of creating of a form and using form components. This information is useful context for the process of building forms and we recommend reviewing it before you start adding questions to  your forms.

Event, profile, database and related entity forms all have similar creation processes (using the relevant module from the builder home page) and form components. There are three ways to create a form. You can start with a blank template, use one of the existing templates, or import a form into Smartabase. 

HOW TO: BUILD A BLANK FORM
  1. Select the relevant module from the builder home page, depending on which type of form you want to create.
  2. Choose the option to create a new form from the Options drop-down menu.
  3. Enter the form name.
    1. Fill in the Category field (optional).
    2. Fill in the Tags field (optional).
    3. Describe the purpose of the form (optional).
    4. Add a description for the form (optional).
    5. Leave Start With set to Start With Blank Form.
  4. Click Save.
  5. View the form in the form builder.
  6. Add any of the following from within the form:
    1. Instructions
    2. Categories
    3. Tags
    4. Sections
    5. Questions
  7. Click Save.

Note that a form must contain at least one question in order to be saved.

HOW TO: IMPORT A FORM 

You can use this method if you have already exported a form from a Smartabase site. 

  1. Select the relevant module from the builder home page.
  2. Choose the option to create a new form from the Options drop-down menu.
  3. The form name, category, tag field and description fields can be left blank. They will be imported. 
  4. Set Start With to Import form from another application.
  5. Click on Choose File and Upload your text file to Smartabase. 
  6. In the form builder, check that the contents of the form are correct.
  7. Click Save.