Overview

The Form Builder is where you will spend the majority of your time when building a form. Here, 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.

Edit Form Icon

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.

Form Builder

Form Properties

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One of the first things you will want to do is add the Title, Description, and possibly edit some of the other properties of the form if you haven’t been already done so. These are found on the Form Properties tab of the Toolbox.

Refer to the following table for a summary of the properties available for a form.

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

Property Name	Property Description
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: Show Text: This message will be displayed after your users have successfully submitted an entry. Additionally, you can enter HTML codes, JavaScript codes, or Template Variables to enhance these messages displayed to respondents after they submit a form. Redirect to Web Site: After your users have successfully submitted an entry, you can redirect them to another website/URL of your choice. You may also insert Template Variables into the URL to pass form data. Redirect to Dashboard: After your users have successfully submitted an entry, you can redirect them to a dashboard.
Additional Options
Language	This option allows you to choose the language being used to display your form messages. Keep in mind that the language function is only to display the preformatted text in the selected language. You must type in your optional text using the appropriate characters which are associated with your computer's local language settings. Arabic Bulgarian Chinese (Traditional) Chinese (Simplified) Danish Dutch English Estonian Finnish French German Greek Hungarian Indonesia Italian Japanese Norwegian Polish Portuguese Romanian Russian Slovak Spanish Swedish
Label Alignment	This option allows you to set the field label placement. The available options currently are: Top Aligned Left Aligned Right Aligned
Processing Options	This option allows you to set post-processing options which currently are: Allow Clients to Save and Resume Later: Checking this will display an additional link at the bottom of your form which would allow your clients to save their progress and resume later. This option only available if your form has at least two pages (has one or more Page Break fields). Show Review Page Before Submitting: If enabled, your clients will be prompted to a preview page that lets them double-check their entries before submitting the form.
Review Page Options	This option allows you to set a few form submission options to enhance the user experience. Currently, these options are: Review Page Title: Enter the title to be displayed on the review page. Review Page Description: Enter some brief description to be displayed on the review page. Use Text Button: This is the default and recommended option. All buttons on the review page will use simple text. Use Image Button: Select this option if you prefer to use your own submit/back image buttons. Make sure to enter the full URL address to your image. Submit Button: The exact text to display on a Submit Button should be updated with this option. The default is Submit. Back Button: The exact text to display on a Back Button should be updated with this option. The default is Previous.
Protection & Limit	This option allows you to set form protection, processing protections, and abuse limit options which currently are: Turn On Password Protection: If enabled, all users accessing the public form will then be required to type in the password to access the form. Your form is password protected. Turn On Spam Protection (CAPTCHA): If enabled, an image with random words will be generated and users will be required to enter the correct words to be able to submit their data. This is useful to prevent abuse from bots or automated programs usually written to generate spam. You can select the difficulty level of the spam protection which include: reCAPTCHA: Display an image with distorted words. An audio option is also included. This is the most secure but also the hardest to read. Some people might find this annoying. Simple Image: Display an image with clear and sharp words. Most people will find this easy to read. Simple Text: Display text (not an image) that contains a simple question to solve. Limit One Entry Per IP: Use this to prevent clients from filling out your form more than once. This is done by comparing a client's IP Address to the IP Address from previous submissions. Limit Submission: The form will be turned off after reaching the number of entries defined here.
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: Only Accept Submission From Date: This is the date and time you want to open availability to users of the form. Until Date: This is the date and time you want to close availability to users of the form.
Template Options	This option allows you to set automated document creation and processing options which currently are: Upload Templates: Use this upload function to attach template documents to your form for automated document creation. You will have the ability to attach as many documents as needed and manage them after your form is in production without deleting data. Managing template documents does not require re-saving a form. Enable Template Manager: If you want to enable this option, you must first upload your template documents.
Advanced Options	This option allows you to set form access restriction options which currently are: Load Custom Javascript File: You can register a custom JavaScript file to run inline with the form. Your script will be loaded each time the form is being displayed. Enable Auto-Mapping: If enabled, field entries will be overwritten in other forms where the entity and element machine code are the same. Private Form: Select this option to prevent subscribers or User Portal from viewing and subscribing to administrative forms. Sync On Entity: Set this entity to the entity you want to sync on when using auto mapping. Entity Owners: Select the entities who should have access to the form. Data ownership resides with the primary entity. Select All to make this form available to every user. Select one entity or control-click several to provision access to only those designated entities.
Form Embed Options	This option allows you to control how a form is embedded in another page. The configuration options are: User Type: Select Admin or Portal. Code Type: Select iframe Code, Simple link, or Popup link.

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.

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 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.

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.

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.

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.

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.

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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Form Builder

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