Creating a New Form

Creating a new form is essential when you need to collect information from users efficiently. This guide walks you through designing and saving a form for distribution within your workspace.

Before you start:

• Ensure you have installed the application. Refer to the article "Installing the Application" if needed.
• Set up your user account. See "Setting Up Your Account" for guidance.
• Customize your workspace settings if necessary. Check "Customizing Workspace Settings" for details.

Steps to Create a New Form

1. Open the application and log in with your credentials.
2. Navigate to the 'Forms' section in your workspace.
3. Click on 'Create New Form' to start designing your form.
4. Use the form builder to add fields and elements as needed. You can include text fields, checkboxes, dropdowns, and more.
5. Arrange the layout to suit your requirements by dragging and dropping elements.
6. Once satisfied with the design, click 'Save' to store your form.
7. Your new form is now ready for distribution. You can share it with users or embed it in your website.

Example Form Layout

Here's a simple example of a form layout you might create:

Form Title: Customer Feedback

- Name: [Text Field]
- Email: [Text Field]
- Feedback: [Text Area]
- Rating: [Dropdown: 1-5]
- Subscribe to Newsletter: [Checkbox]

If Something Goes Wrong

• Form Not Saving: Ensure all required fields are filled out. Check your internet connection and try saving again.
• Elements Not Displaying Correctly: Refresh the page and verify that your browser is up to date. If the issue persists, try clearing your browser cache.
• Unable to Access 'Forms' Section: Confirm that you have the necessary permissions. If not, contact your workspace administrator to adjust your user roles. See "Setting User Roles" for more information.