To create an online form, you must perform several steps in different areas of the program.
Assign Security Rights
To allow users to create and manage online forms, you must provide security rights. You add the desired rights to a task group. In Security assignments, you then associate the task group with a role or individual user. In the task group, you can provide users with full supervisor rights, rights to create forms but not edit or delete other forms, view-only rights, or limited view-only rights. For information about security rights and system roles, see Users & Security.
When you host multiple sites, you can create forms for individual sites. To do this, log in to the site and create the form. For more information, see Go to Site.
Create Form Design
To create an online form, select Site explorer, Forms. Click New Form. On the screen that appears, you enter the name for the form. If you do not want to create a form, you can copy it. For information about how to create a form, see Create Forms
Design, Preview, and Save
To design an online form, add elements to the form that the field's website users see and complete. To add elements, drag and drop them to the design area. You can organize elements into sections within steps. To edit element properties, select the element and edit its values under Properties. After you design the form, preview and save it. For information about how to design, preview, and save a form, see Design Forms.
Create Form part
To add the form to a web page, create a Form part in Parts. For information about how to create a Form part, see Form Part.
Test
To test the form to make sure it is accurate and easy to use, view it in a web browser.
Manage Form
Manage the form after you create and design it. You can copy a form, edit it, or view its configuration.