Forms 📑
      Back to home
      1. Help Center
      2. Admin Hub
      3. Forms 📑

      Forms

      How-to on all things forms.

      On this Page

      Create a Form

      1. From the administration home, go to Forms.
      2. Click Create in the top right corner of the table.
      3. Enter a name for your form, along with your form configuration.
      4. Click Save.

      Form descriptions can be added for admins to understand its use.

      Form Configuration

      When building out a form, there are endless ways of configuring it. We'll run through the basics here so you can customise them to your liking!

       

      Adding a Field or Table to the Form

      Fields are the building blocks of your form configuration. There are two types of fields 'Custom Fields' and 'System Fields'. 

      System Fields are compulsory and must be on every form.

      You can include all added values using a drag-and-drop interaction.

      1. Click and hold the value you wish to move in the left panel.
      2. Drag the selected value to the new position in the Form area.

      Fields and Tables cannot be on the same horizontal row.

      Maximum of 5 fields per horizontal row.

      Maximum of 1 table per horizontal row. 

       

      Moving a Field or Table to the Form

      You can move around all added values using a drag-and-drop interaction.

      1. Click and hold the value you wish to move in the Form area.
      2. Drag the selected value to the new position in the Form area.

       

      Removing a Field or Table from the Form

      You can remove all added values using the actions menu on each field or table.

      1. Click the outline_more_vert_black_24dpmore icon of the field/table you wish to remove.
      2. Click Remove.

       

      Creating a Tab

      Tabs allow you to organize the page into different sections. You can add as many tabs as you need for your form.

      1. Click the outline_add_black_24dp add icon on the left-hand side of the tab bar.
      2. The new tab will add to the end of the tab bar.

       

      Moving a Tab

      You can rearrange tabs using a drag-and-drop interaction.

      1. Click and hold the tab you wish to move in the tab bar.
      2. Drag the selected tab to the new position in the tab bar.

       

      Creating Rows

      Rows are way to segment data on a form. You can add fields and tables to a row. There are two methods to create a row:

      Using a new field or table

      1. Click and hold the value you wish to move in the left panel.
      2. Drag the selected value to the new position under or above a row in the Form area.

      Using an existing field or table on the form

      1. Click and hold the value you wish to move in the Form area.
      2. Drag the selected value to the new position under or above a row in the Form area.

       Each row comes with a Row Title that will be displayed on the page.

       

      Moving a Row

      You can move around all added values using a drag-and-drop interaction.

      1. Click and hold the value you wish to move under or above a row in the form area.
      2. Drag the selected value to the new position under or above a row in the form area.

       

      Removing a Row

      You can remove all rows using the action menu.

      1. Click the delete_FILL0_wght400_GRAD0_opsz48 delete icon of the row you wish to remove.
      2. Click Remove.

       

      Editing a Form

      After you've created a form, you can edit it to change its name, description, and configuration options.

      Changes to forms can be made at any time. The changes will affect your records, and saved changes take effect immediately. 

      A form's internal name cannot be updated once created. This value will have no impact on your users. It is used only by techies who use APIs.

      To edit a form, follow these steps:

      1. From the administration home, go to Forms.
      2. Select the row (checkbox on the left) of the form you wish to edit.
      3. Click Edit in the top right corner of the table.
      4. Modify the form configuration.
      5. Click Save.

      You can only edit one form at a time.

      Deleting a Form

      Deleting an active form will stop users being able to use this form to workflows. All previously entered data will be un-effected and visible where in use.

      You can delete a single form, or multiple forms at the same time by selecting multiple rows.

      To delete a form, follow these steps:

      1. From the administration home, go to Forms.
      2. Select the row (checkbox on left) of the form you wish to delete.
      3. Click Delete in the top right corner of the table.

      Restoring a Form

      Only Deleted forms can be restored.

      Restoring a form will allow users to use this form in workflows. All previously entered data will be unaffected and visible where in use.

      You can restore a single form or multiple forms at the same time by selecting multiple rows.

      To restore a form, follow these steps:

      1. From the administration home, go to Forms.
      2. Click Deleted tab.
      3. Select the checkbox in the row of the form you wish to restore.
      4. Click Restore in the top right corner of the table.

       

      Permanently Deleting a Form

      Only Deleted forms can be permanently deleted.

      Permanently Deleting a deleted form will remove the form completely from edison365 and delete all instances and data. Deleted forms can't be restored. 

      You can permanently delete a single form or multiple forms at the same time by selecting multiple rows.

      To permanently delete a form, follow these steps:

      1. From the administration home, go to Forms.
      2. Click Deleted tab.
      3. Select the checkbox in the row of the form you wish to delete.
      4. Click Delete in the top right corner of the table.