Creating a form
You can create a form from the Form Definitions page.
Procedure
- Click Settings > Plan Settings.
- Under Other Options, click Template Configuration.
- Under Template Components, click Forms.
- On the Form Definitions page, click Create
New Form.The Form Editor interface displays. For more information about working with this interface, see Form Editor interface.
- Complete the Form Properties tab and click Save
Changes.
The Add an Element tab displays.
- To use previously defined shared attributes on this form, click Import Shared Attributes then select them in the Custom Attributes list.
- To add a local attribute to this form only, click Create a New Custom Attribute.
- Drag the elements and attributes that you want in the form from the Add an Element tab and drop them onto the form design area.
- Click Save and Exit to save the form and return to the Form Definitions page.