We start by cloning a standard template, and then going through the basics of the Form Builder
Cloning a Form
Cloning is the quickest and easiest way to create a new form, even a potentially complex form like Onboarding. You gain the advantage of copying all the existing functionality and fields of an existing form. You just need to change the parts you want for your new form. Many customers use a template with all the basic fields and functionality in place and all new forms are cloned from that basic template.
Name - Displayed name of the Form.
Slug - unique identifier for the Form. Initially created based on the Name and limited to URL safe characters.
After creation the Overview tab opens. You can change any other values of your form on the General tab.
- Description - text describing the purpose, customer, or other features of the Form.
- Status - default is New. Other options are Active, Inactive, and Delete.
- Type - additional information used by the bundle or other Kapp specific options. Type options are configured on the Setup console.
- Submission Label
Now you can enter the Builder and make specific changes.
Importing a Form is a way to copy a form from another environment. Unlike Cloning, you will get the exact form, not a copy with a new name. Be aware that this can overwrite an existing form.
Click on the Import Form button and you have a field where you can drag an export of an existing form. The form is opened as json, and then you can click on the Import Form button.
If there is an existing form with that slug, you will have to confirm the overwrite, otherwise you are taken to the Overview tab.
Creating a New Form
After selecting the Create New button this is the New Form dialog
Complete the following information
- Form Name that is displayed to customers
- Slug is created automatically with the Form name
After clicking on Create, you are taken to the Builder
Common Features of the Builder
Header Links and Options
- Actions (Preview, Reset, Export Form, and View Submissions)
- Last Saved
Three panel layout
- Content & Fields
- Selected Elements
Basic Form Settings and Options
Form Name - set on form creation
Form Description - also set on form creation and available for the bundle.
Form Notes - only visible here in the builder
Bridged Resources - covered later. Add bridges to your Form. These bridges are referenced by each bridged resource on the form.
Creating a new Form from by cloning and from scratch
Accessing the builder and common functions of the builder