Forms are used to collect data, document knowledge, organize information, make calculations, and make decisions, primarily using tables and graphs. Forms have two modes.
- Design mode
- Form designers use Design mode to insert layout grids, form controls, and data-entry tables to build the form.
- Fill Out mode
- Users use Fill Out mode to enter data in the form. Form designers can use Fill Out mode to preview how their form will appear and work for users.
Note
You can only modify forms that are in your project's roadmap. To update a management form or to save a custom form as a template, you must be a data architect. If you are a data architect, go to Create form templates.
- Design a new form or modify an existing form.
- To design a new form, from the navigator pane, select Add Tool, then select Blank Form.
- To modify an existing form, from the navigator pane, select Add Tool, then select the form to modify.
- On the Form menu, select Design.
- In Design mode, select the workspace and type a new name or change the existing one. You can also change the font size, style, or color, add borders, and so on.
- On the Form menu, select Layout Grid to align form controls. Complete the dialog box based on the number of form controls you want to add.
- In the layout grid, select a cell and type the text that you want to appear next to the control when users complete the form. For example, if you want the user to enter their name, type Name.
- Insert form controls and data-entry tables so users can enter data.
- Next to or below the text you typed in the previous step, insert the appropriate form control based on the data you want the user to enter. For more information, go to Insert form controls.
- In some cases. you might want users to enter rows and columns of data, such as vendor names and contact information. For more information, go to Insert data-entry tables.
- After you customize the form in Design mode, select Fill Out to test the form.
Note
If you are a data architect designing a form in the sandbox template editor, select Preview to test the form.
- You can add a password to prevent users from opening design mode and editing the form while in Fill Out mode. On the Form menu, select Protect Form. Enter a password to turn on password protection. When password protection is on, only users who have the password can open design mode and edit the form.
