Create a new form
Forms are easily created by entering a name and click on Create
Edit a form
The edit view has two areas. The left area is a list of available field types. And the right one is the form builder to define field settings.
Preview a form
The preview is a powerful see, how will the form looks like. It will use the design, that was choosen in "Naming / Design" section.
Forms are versioned. Each version can be approved, locked, unlocked or unapproved.
When its locked, the user will be shown who locked this version. Only the user who locked the form can unlock, approve and make changes on this version.
Its also possible to use it as iframe. The snippet will be updated automatically.
When the internal name is a paramer in the url, the parameter value will be set to the input field.
The workflow that will be happened when a form is submitted can be set at submit actions.
The basics are "Create Customer", "Interaction" and "Send Mail".
The Create Customer action will create a new customer in the database. To store more informations about the customer from the form, an Interaction action must be set.
Each submit action have a setting on which state it will be used. This is important on preview and live versions. When nothing is selected, the action will be skipped. The title field is a optional setting to set a title on the left side.
Remove a form
Sub-Configurations can be deleted by clicking on the three dots to open the context menu.
When the configuration is deleted, the forms, interactions, templates and designs will be deleted for this configurations and all sub-configurations.