Creating forms

Before you create a form in HCL® Marketing Operations, you should design it on paper or in a spreadsheet.

Be sure to consider what attributes to include on the new form, what to label them, how to group and sequence them, and where to store the data they collect. You are extending not just the Marketing Operations user interface (that is, the fields that are presented), but also the out-of-box set of system tables.

HCL Marketing Operations creates the database table and columns to store the data that users enter in the forms, but you must specify the table and column names. The tables are created when you publish the form. If you want users to select values from lookup tables when entering information in the form, you must create the lookup tables manually.

Also consider which attributes you want to use on multiple forms. You should create these as shared attributes before you create the forms.