DocumentationUser The Flow ToolHow do I create a Form from within the Flow Tool?

How do I create a Form from within the Flow Tool?

Click the Input(s) Tab (on the Flow Configuration Tool).

Open the Input(s) Tab on the Flow Configuration Tool.

Add a new Form.

Click the "+" button in the Form(s) section.

Click on the Add New Form button.

Fill out the info for the Form.

Fill out the info for the form.
  1. Name - The Form name.
  2. Table - What Table will this Form be attached to.
  3. Theme - Which theme will the Form use.
  4. Type - Allow for Single or Multiple.
  5. Type - Allow for External or Internal.
  6. Allow Switching - Allow (Yes or No) to switch between single/multiple.
  7. Allow Import - Allow imports into the Form.
  8. Allow Copies - Allow for multiple copies to be entered into the Form.
  9. Submit Action - Allows you to choose what happens to the Form after submission.
  10. Submit Export - Allows you to choose a saved export option.

 

Click the Add Element button.

Click on the Add New Element button.

Select an Element Type.

Type: Custom

 1. Javascript - Insert a Javascript Element on the Form used for custom development as needed.

 2. HTML - Insert an HTML Element on the Form used for custom formatted content on the form as needed.

 3. Page Break - Insert a Page Break on the Form used for forms that are too long for a single page display and need to broken across multiple pages.

 

Type: Fields

 4. All Fields - Inserts ALL fields from the associated table onto the Form.

 5. Fields - Insert individual fields as required on the Form by selection.

 

Fill out the information for the Element.

Fill out the information for the Element.
  1. Element - Choose what Element you wish to add.
  2. Name - Name the Element.
  3. Default Value - Set a default value, if you wish.
  4. Help Text - Set the hover text of the Element.
  5. Options - Set options for the Element.

 

The Element has been added, repeat as necessary.

Element has been added, repeat as necessary.

Congratulations, you have created a Form from within the Flow Tool!

Congratulations, you have created a form from flow!