From a form designer's point of view, a form is a collection of pages containing information and input fields that end-users will navigate through to perform a task (for example to complete and submit an online application). Some pages in this collection are mandatory and cannot be deleted as they carry certain functionality.
When a form is created from the "Blank Form" template, it contains 4 pages:
- Start Page - a mandatory page, main purpose of this page is to inform users what the form is for and provide a button to start the form. No input fields are allowed on this page as the form is not instantiated till the user clicks on the Start button.
- Data Entry Page (named First page) - a page where you add content (information, warnings, prompts, etc) and input fields. You can add as many such Data Entry Pages (see Adding & Removing Pages) to a form as necessary, placing them between Start and Submission pages in the order they will be presented to users. Data Entry Page can be deleted at any time.
- Submission Page (named Last page) - a special type of Data Entry Page. This page is mandatory, it can not be deleted. It can contain any information and input fields as any other Data Entry Page but it also has an important function - when users get to this page Submit button that allows users to submit completed form will appear in the Form Controls panel (see below).
- Confirmation Page (named Completed page) - a page which displays a message to users when the form is successfully submitted. No input fields are allowed on this page as the form at this stage is already submitted. You can delete this page.
At the very least a form will contain Start and Submission pages. An example of such form would be a simple Request form with few input fields. You can create the form from "One Page Form" template.
For more complex forms placing all input fields on one page would make it too long and will force users to scroll back and forth - not a great design. It's much better to group information and input fields into sections and place them on different pages, assign them proper headers to clearly identify what the groups are about and give the users navigation controls to switch between the pages.
When you publish your form, what you (and users, when the form is released) will see first is the Start Page. The Start Page is a good place to put information that explains what the form is for, what is expected of users and any other content you want users to see before they start the form. The page also has a Start button, when a user clicks on it, the form session related to this user is instantiated and the user is presented with the first Data Entry (or Submission, in case of One Page form) page.
Form navigation and control
How the screen looks and what navigation tools appear after a form instantiated is highly customizable. Here we explain the default settings.
For one page form
For multi- page form
The default configuration includes Page links at the top, Data Entry area in the middle and Form Controls at the bottom.
Data Entry area is where the pages are displayed.
contains links to pages of the form (except the Start and Confirmation pages). It displays names of the pages in a sequence you placed the pages in the Visual Designer and, depending on configuration, might allow user to switch to a particular page at any time by clicking on the relevant link. Page Links
The Form Controls consists of:
- Navigation buttons (Next and Previous);
- ain purpose of which is to show user which page is completed and which is not) Progress bar (m
- Action buttons (Quit and Submit).
You can customize the above panels in the Visual Designer. For example, you can rename buttons in the Controls panel, limit number of pages to be displayed at a time in the Page Links panel, set one-way (forward only) navigation. See Form-level Properties for more details.
Form is assembled from form components. Data Entry Page is a Page form component, it works as container for other components. You display content on the page using Asset form component and collect user responses using Input Field components (Text Field, Choice Field, etc). See Form Components for more details.