Custom Forms Checklist

The recommended steps for building your forms are outlined below.

  1. Create your custom form fields.

    Tip: New fields can be created from scratch or templates.

  2. Create a new form.

    Tip: New forms can be created from scratch or templates.

  3. Add fields to the form using the Quick Add tool.

    Note: This step is optional. Instead of using the Quick Add tool, you can add fields in the Form Builder.

  4. Add pages to the form in the Form Builder.

  5. Add layout components like columns and wells to the form in the Form Builder.

  6. Add any additional fields to the form in the Form Builder.

  7. Customize and configure form fields.

  8. Publish your form for use in your programs.

 

Frequently asked questions (FAQs)

Yes, standard product templates and standard components are available for you to use instead of creating new form fields. For more information, see the resources below.

Note: It is recommended to use these templates whenever possible since they integrate with other standard product templates (e.g., forms, dashboards, reports).

No, you are not required to configure fields and forms for validation, visibility, etc. This step is optional, but may be beneficial depending on how your form will be used.

No, you are not required to include more than one page in your form or to arrange fields into layout components. These steps are optional. However, doing so may help you organize your content and make the form easier to navigate for your applicants.