A form allows you to enter data easily into a table. You must specify a data table before you create a new form. You can either create a new form from the Navigation pane or from the Flow Tool of an open table. Both of these methods open the Form Tool to specify the form.

Add an element

After you specify a data table, select Add Element to add an element to the form.
Select a field to add an entry box for on the form. You can also select Page Break to separate the form into multiple pages that the user can navigate back and forth. The user navigates between the pages with Next and Back buttons.
Enter text that appears above the entry box on the form.
Default Value
Enter a value that appears a the entry box when the user first opens the form. If you do not enter a value, the entry box is blank by default.
Help Text
Enter text that appears below the entry box on the form.
By default, the form displays the element and makes it writable and optional. Select one or more options to change the default behavior.
  • Hidden hides the element by default.
  • Readonly does not allow a user to interact with the entry box.
  • Required forces the user to enter a value before they can submit the form.

You can add a rule to change the default behavior when the form meets a specified condition.

Add Rule
Select to add a rule to specify actions for when the form meets specific conditions. For example, a marketing service distributes a form that asks whether someone has an interest in sports. If the person selects that they are interested in sports, then the form reveals a field to ask for the person’s favorite sport. For more information, go to Create rules for forms.

View the form

After you save a form, you can toggle between the Form and the Form (Base) . Open an external form in the Form (Base) so that you can toggle. You cannot toggle from the external view of the Form.

Use the Form Tool to enter data.

Use the Form (Base) to update your form.