What is a Form Component?
The form is a common component to use in your app. With it, you can gather and store information from your users, providing them with a way to interact with the app. After the form is submitted, you can automatically send an email, or prompt the user to send an email, with a generic template including the forms fields.
You can either use the existing form templates available from our template gallery or create a new form from scratch.
How to Use a Form Component
Options of a Form Component
These fields appear immediately after dropping a form on to your app screen.
Click this button to preview a blank form or a form template on the screen
Click this button to use a blank form or a form template
Click this button to open the list of available fields for use with a form (see the complete list below)
List of available text input fields for use with a form. The following options are common to all text input fields:
Text inputs – Number input
Text input field that allows numeric entry only. It includes all of the common options above plus
Text inputs – Password input
Text input field type that allows password entry. It includes all the common options above plus
Text inputs – Multiple line input
Text input field that allows multiple lines. It includes the common options listed above and:
Text inputs – Rich text
Text input field that allows styling the content with multiple lines of text. Styling will create HTML tags when stored in the data source. It includes the common options listed above and:
Multiple option fields to allow a user to select one or many options. The following fields are common to all multiple options:
Multiple options – Dropdown (single-select)
A single select option, the dropdown will hide value until a user clicks on it, taking up less space than radios.
Multiple options – Radios (single-select)
A single select option, radios will show each option on a separate line.
Multiple options – Checkboxes (multi-select)
A multi-select option, the checkbox will show each option on a separate line. Users can select any options.
File fields for use with a form. The following options are common to these fields:
Formatting fields that are not submitted, but used to style the form:
The buttons at the bottom of the form to submit or reset the form:
List of special fields for use with a form:
Settings – General
Textbox where the name of the form can be entered
Select a data source to store form submissions
Click to select or create a data source for form submissions. For more information, see the separate article on Data Sources.
Settings – Submission
Add new submissions to a data source
Check this box to add new form submissions to the data source. Once checked, the following fields appear:
Update existing entries in a data source
Check this box to allow the form to update existing entries in a data source. This requires users to have an Internet connection.
Load the data from a user’s profile
Check this box to load existing data from the data source for the signed-in user into the form. This requires users to log in to your app.
Send an email notification whenever the data is updated
This allows you to configure an email template when existing data is updated. For more information, see the Email Template article.
When the form is submitted, do you want to generate an email on the device?
Check this box to load a users’ email program and generate an email based on a configurable email template. For more information, see the Email Template article.
Settings – After the form has been submitted
Take the user to another screen
Select this to take the user to another screen after form submission. After selecting, the following fields appear:
Show a confirmation message
Selected by default, with an editable message template in HTML.
Set this form as a template
Check this box to set the form as a template that other users in your organization can reuse.
The name of the form template. This field appears after the’ Set this form as a template’ box is checked.
The description of the form template. This field appears after the ‘Set this form as a template’ box is checked.