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Getting started with working with forms

In this topic, you can learn about the basic functions for working with forms. You can learn how to create, open and manage forms.

Calling a form

To ensure that other users can open, fill out and submit your form, you need the URL of the form. This URL is displayed in the browser address bar when you open the form as a preview. If you click Preview, the form opens in a new browser tab. This can be helpful for testing the form.

Alternatively, you can obtain the URL of a form by choosing Copy URL to clipboard in the three-dot menu for the relevant form in the form list. From the clipboard, you can then either distribute the URL directly to other users or use the URL to integrate the form into a different application (for example, in a task or process).

Note

The absolute URL is used when you copy to the clipboard. When you integrate the URL in other applications, you should specify the URL as relative.

Creating a form

You can create a new form in form management. To do so, you must have the appropriate authorizations.

This is how it works

  1. Click the button for adding a form (plus sign) in the toolbar.

  2. Enter a name for the form and press Create.

  3. Select a component from the component menu and drag it to your form using drag and drop. To start with, it is best to limit yourself to the components in the Basic category.

  4. Adapt the component label. You can try the rest of the settings later.

  5. Click Save.

  6. Add additional components if necessary.

  7. Save your form.

Note

D.velop forms uses the "Form Builder" component from form.io as its form builder. You can find a guide to using this component here.

Importing and exporting forms

You can export and import forms. This can be helpful, for example, if you want to transfer a form from one system to another.

This is how it works

  1. Open the form overview in the source system by opening the Process studio feature on the start page, for example.

  2. Open the three-dot menu next to the relevant form and choose Download form. The form definition is now downloaded as a JSON file.

  3. Open the form overview in the target system.

  4. In the toolbar, click the import button (image2022-5-6_22-42-16.png) and select your exported form.

Managing forms

You can find the Forms area under Tasks and processes in the configuration. Choose Form Management to go to the overview list of all the existing forms. In this overview list, you can create new forms and edit or delete existing ones.

Note

You can only view the Form Management entry if you have been assigned the Administration user role. Only your administrators can assign it to you.