Use the Simple Editor

Create simple forms in minimum time by using the simple editor.

Explore how to use the simple editor in the following topics:

Create a Simple Form

Let's create a new web form using the simple editor.

  1. In the Forms page, click Create and then click New Web Form..
    The Create New Web Form dialog box opens.
  2. In the Create New Web Form dialog box, enter the name of your form in the Name field. Optionally give a description in the Description field.
  3. Select Use Simple Editor, keep Open Immediately selected, and click Create.
  4. In the Simple Editor, click Add New Item Add New Itemto add a panel to your form. Panels help you to group items in the form.
  5. Customize the panel.
    • Change the label of the panel. For example, Customer Details.
    • Enter a meaningful description.
You have just created a simple form and added a panel to it.

Controls in Simple Forms

There are different controls that you can use in your simple form. You can access the list of available controls by clicking Change Type Change type within a selected control.

Control Description
Input Text Users can enter a short, single line text entry.
Number Users can enter a decimal number.

Set the minimum and maximum values to enter with the Min and Max fields.

Text Area Users can enter a longer, multi-line text entry.
Message Users can enter a simple message.
URL Users can enter a web address URL.
Email Users can enter a valid email address.
Phone Users can enter a phone number in International or US format.
Money Users can enter money amounts.

Set the minimum and maximum values to enter with the Min and Max fields. Use the Currency field to change the currency type. By default it is set to US Dollar (USD).

Date Users can enter a date in the given format.

Use the Format field to set the format of the date. Set the minimum and maximum date values that users can enter with the Min and Max fields.

Time Users can enter a time.

Use the Time Step field to set the value by which time increases or decreases when a user clicks the time icon.

Image Include an image in your form by specifying a valid URL of the image in the Image URL field.
Video Include a video in your form by specifying a valid URL of the video in the Source URL field.
Radio Buttons Add mutually exclusive radio buttons to your form. Use the Edit Options to modify and specify settings for the radio buttons.
Checklist Users can select one or more available options.

Use the Edit Options to modify and specify settings for your check list.

Select Add a drop-down list to your form. Use Edit Options to modify and specify settings for the options.

Toggle Multiple to allow users to select more than one option.

IdentityBrowser Users can search and select individuals to be notified or assigned tasks downstream in the process.

Toggle Multiple to allow users to select more than one entry.

Preview Simple Forms

When you have configured controls and set their specific configurations, you can preview your simple form. Click the Preview button to view your form, as it would appear in runtime. Select Small, Medium, Large or Extra Large Devices to see your form displayed in the selected device.

Want to learn more? See Preview Forms and Their Payload

Localize Simple Forms

Click Translate to provide localized strings corresponding to controls in your form. In the Translate form window, select a language from the Languages drop-down field. All languages added to the application are present in the Languages drop-down field. Specify the strings for each control in the form and click OK.

Want to learn more? See Localize Web Forms