| 1. | From Site explorer, click Forms. Forms appears. |
| 2. | On the Folders tab, select the folder that contains the form type you want to design. Forms appear on the right. |
| 3. | Select the form and click the edit icon. The Form Designer appears. |
| 4. | Under Add fields, click an element group to view its elements. To hide elements, click the element group again. |
| 5. | Drag and drop elements to the design area (the center pane). When you do this, a horizontal line appears in the design area to indicate the placement of an element. |
| • | Required elements are in bold. You cannot save a form until you include required elements. |
| • | When you add an element to the design area that can only be added once, it disables. If you need to use the element someplace else on the form, you can delete it from the design area to make it available again under Add fields. |
| • | After you add an element to the design area, a double arrow icon appears if the form requires another element or the element conflicts with an existing element. For example, when you have only one element on a form, the icon appears because forms require multiple elements. Likewise, if you include the Addresses and Primary address elements on a Profile Update Form, the icon appears because you cannot use both elements on the form. |
| 6. | You can organize the form into sections and steps to manage the elements you add to the form. For more information, see Form Sections and Steps |
| 7. | Edit properties as necessary. For more information, see Properties |
| 8. | Click Save. The design saves. |
| 9. | To preview the form, click Preview. A preview screen appears for you to view and test the design. |