Create forms using form builder

With the form builder, you can create forms quickly and easily. Start with a sample form from the Form List or with a blank form. Use simple drag and drop actions to customize the forms.

  1. At the Organization level, navigate to Admin > Custom Fields > Custom Forms.

  2. Click Add.

  3. On the Create a new form page, perform these steps:

    1. Under the Name and Code fields, enter the Name and Code of the form.

    2. From the Form Type list, select the type of form you want to create.

    3. From the Create form using list, select Form Builder.

    4. From the Form validity list, select your form's validity.

  4. Click Save & Proceed.

  5. From the form list, under the Sample tab, select a sample form, or a blank form.

    To use a form that you created recently, from the Recent tab, select a form.

    Note: The Sample and Recent tabs display forms according to the type of form selected while creating the form. For example, while creating a new form, you select the form type as membership, then the form list (Sample and Recent tabs) will only display membership forms.

  6. Click Use form.

  7. From the Tools list, drag components onto the form.

    To customize a component, place the mouse pointer on the component and click the Edit button.

  8. Click Save.

  9. To preview, use the Builder - Preview toggle.

  10. After you build the form, perform one of the following steps:

    • Save: Saves the form

    • Save and close: Saves the form and redirects you back to the Manage custom forms page.

    • Close without saving: Redirects you back to the Manage custom forms page without saving the form.

Work with form components

Associate forms with:

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