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
• Controls in Simple Forms
• Preview Simple Forms
• Localize Simple Forms

Create a Simple Form

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

1. Click Forms on the Application Home pane.
2. In the Forms page, click Create a Form to open the Create New Web Form dialog box.
3. 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.
4. Select Use Simple Editor, keep Open Immediately selected, and click Create.
   
   
   Description of the illustration create-simple-form.png
   
5. In the Simple Editor, click Add New Item to add a panel to your form. Panels help you to group items in the form.
6. 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 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