Form Builder

Forms are where Studio users create, edit, and manage forms, which can be used in any app built in the Studio. Forms enable Studio users to create a Form once and use it across multiple apps. Changes made to a form will automatically appear in any app using that form.

Each Form has the following properties:

• Form Name - This is the name you choose for your Form. It is not displayed externally. 
• Connected Data Source - This is the Data Source where you want the data from the Form submission stored. 
• Table - This is the specific Table within Table Builder where you want the data from the Form submission stored. This selected Table will allow you to connect each Form Field to a Column in the Table. 
• History - Displays the History of the published changes to the Form.
• Publish - Allows the Form to be accessible to experiences in the Studio. 
• Form Fields - Numerous Form Fields that are available to be used in the Form. A complete list of available Form Fields is available here. 

Create a New Form

1

Login to your Studio.

2

Click Content in the left navigation.

3

Click the Green Plus Sign to build a new Form.

4

Enter a name for your Form and click Save.

5

Select the applicable Connected Data Source for the Form. Currently, Studio users have the option to connect to Table Builder or Salesforce. 

6

Select the applicable Table for the Form. The Table MUST be created prior to building the Form. 

7

Click the Green Plus Sign to add a Form Field to the Form.

8

Select the applicable Connected Data Field for the Form Field. The Connected Data Field is an existing Active Column in the Table you selected as the Connected Data Source. Each Column in the Table can only be connected to one Form Field per Form. 

9

Enter any other applicable Properties for the Form Field.

10

Add any other applicable Form Fields to the Form.

11

Click Publish once you're ready to make the Form available to experiences within your Studio. 

Copying a Form Template Connected to Table Builder

1

Login to your Studio.

1

Click  Content in the left navigation.

3

Click the  Green Plus Sign to build a new Form.

4

Select the Form Template or Existing Form tied to Table Builder. Enter a name for your Form and click Save.

5

Select the applicable Connected Data Source for the Form. When copying an existing Form tied to Table Builder, the Connected Data Source should be Table Builder. Currently, Studio users have the option to connect to Table Builder or Salesforce. 

6

Select the applicable Table for the Form. The Table MUST be created prior to building the Form. 

7

The copied Form will have Form Fields automatically pulled in from the Form you are copying from.

8

Click Publish once you're ready to make the Form available to experiences within your Studio. 

Copying a Form Template Connected to Salesforce

1

Login to your Studio.

2

Click  Content in the left navigation.

3

Click the  Green Plus Sign to build a new Form.

4

Select the Form Template or Existing Form tied to Salesforce. You MUST have connected to Salesforce prior to this step. Enter a name for your Form. 

5

Select Salesforce as the applicable Connected Data Source for the Form.

6

Select the applicable Object from Salesforce this Form should be tied to.

7

Click Save.

8

The copied Form will have Form Fields automatically pulled in from the Form you are copying from. 

9

Click Publish once you're ready to make the Form available to experiences within your Studio. 

Add a Form to an Experience

1

Create or open an existing experience.

2

Click the Edit Pencil on a Page.

3

Click the "Add Component" button, located in the top left corner.

4

Either scroll to Form in the list, or begin typing Form to search the list.

5

Select Form. The Form Component will appear the bottom of the Content list in the left-hand column. The Form Properties will appear in the right-hand column. 

6

Select the applicable Form from the dropdown in the Form Properties. 

7

Stylize the Form to match the branding of your experience in the Form Properties.