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Overview
The Form Builder is where
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you will spend the majority of
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your time when building a form. Here,
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you will be able to add fields, set validations, set the form’s schedule, and define almost every aspect of the form’s functionality. ITAM has provided a Graphical User Interface (GUI) to assist in the creation and configuration of your forms.
This section of the Admin Guide will discuss the various options available when building out a form in ITAM. Specifically we will cover how to access the Form Builder and the layout of the tool. We will also examine the high level information about how to configure the form-wide options and how to add, manipulate and delete form fields. In subsequent pages we will go into further detail about how to configure the different types of form fields and the options available for each.
Accessing the Form Builder
The Form Builder is accessed in one of two ways. For new forms, users will use the Create New Form! button which is displayed on the main screen of the Form Manager. The Form Builder can also be accessed from an existing form by clicking the Edit Form icon on the form.
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Form Builder Layout
The Form Builder is graphically and functionally divided into two main columns. The left column is the workspace area and also serves as a preview of the form design. The right column serves as the form's toolbox interface from which users can add fields, change field properties, and change the properties of the form.
Note: While the preview section displays a general layout preview of the form, any associated theme is not displayed within the preview. Custom themes are only displayed when viewing the live form.
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Form Properties
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One of the first things
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you will want to do is add the Title, Description, and possibly edit some of the other properties of the form if
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you haven’t been already done so. These are found on the Form Properties tab of the Toolbox.
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Refer to the following table for a summary of the properties available for a form.
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Options listed as Additional Options in the table below are only displayed after clicking the show more options link on the Form Properties tab. |
Property Name | Property Description |
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Standard Options | |
Title | The title of the form. This will be displayed at the top of the form. |
Description | The description of the form. This will be the first paragraph under the title at the top of the form. |
Submission Confirmation | There are two options for this property:
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Additional Options | |
Language | This option allows you |
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to choose the language being used to display your form messages.
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Label |
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Alignment | This option allows you to set the field label placement. The available options currently are:
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Processing Options | This option allows you to set post-processing options which currently are:
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Review Page Options | This option allows you to set a few form submission options to enhance the user experience.
Currently, these options are:
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Protection & Limit | This option allows you to set form protection, processing protections, and abuse limit options which currently are:
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Form Availability | This option allows you to set availability options which currently are: Enable Form Availability: If you would like to schedule your form to become active during a certain period of time only, enable this option. The optional parameters are:
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Template Options | This option allows you to set automated document creation and processing options which currently are:
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Advanced Options | This option allows you to set form access restriction options which currently are:
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Form Embed Options | This option allows you to control how a form is embedded in another page. The configuration options are:
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Add a Field
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To add fields to a form, select the type of field to be added from the Add a Field tab on the right side of the Form Builder. If it is not visible you can click the Add Field button in the floating toolbar or click the Add a Field tab directly on the Toolbox.
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Add Field in Floating Toolbar
Using the mouse pointer, click-hold & drag the selected field type into the form. A dashed box will appear in the form that indicates where the selected field will be inserted. Release the mouse button to insert the field in the indicated location.
Every field element is unique to the other elements and has special definitions and functionality.
For a description of each field element type, visit our Form Fields Page.
Configure a Field
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Once a field has been added to a form, it can be configured and/or edited via the Field Properties tab on the Toolbox.
For instance, a field of type Cascade might have properties that look like this:
Field Properties Toolbox example
The learn more about the different Form Field Elements and their various configuration options, visit our Form Fields Page.
Move a Field
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The fields on a form, once placed, can be rearranged as
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you see fit. To do so, click on the move icon in the top right of the field and hold the button down. Drag the field to the location you want it to be which will be highlighted in yellow. Once the area you want the field to be placed is highlighted in yellow, release the form to have it snap into its new location.
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Reordering Fields
Duplicate Field
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When a field is selected, an option to Duplicate the field is displayed in the hovering toolbar located toward the bottom of the screen. When pressed, a duplicate of the currently selected field will be populated directly underneath it.
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Duplicate Field Button
Delete Field
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When a field is selected, an option to Delete the field is displayed in the floating toolbar located toward the bottom of the screen. When pressed the field will be deleted.
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No confirmation is displayed and the field is immediately deleted. |
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Delete Field Button
Save Changes
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At any time while working in the Form Builder, you may save your form. Depending on certain selections in the Form Properties, the Save button will either say Save Form or Sync and Save.
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Save Button
Creating a Multi-Page Form
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When a form has numerous fields, it is good practice to split the form into multiple pages. This allows for the logical separation of content and helps avoid overwhelming clients with too many fields at one time, which could cause them to abandon the form. To create a multi-page form within IT Audit Machine, simply drag a “Page Break” field into the form preview area and a new page will be created. Additional fields may be added and organized within the page as normal.
For a description of each field element type, visit our Form Field Elements Page.
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On this page we have gone over the high-level actions which can be taken involving adding, manipulating and removing fields from a form and configuring and saving a form in general. In the next section we will cover the various available Form Fields discuss their purpose. Following that, we will dive deeper into the available Form Field Properties which can be configured on various field types.
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