Introduction to Forms
Now that you have a basic overview of the Kinetic platform, we're going to focus on Forms. Forms are the main structure to collect information from your customers. They're created through our drag and drop builder, and contain fields for questions, text, buttons, and dynamic actions.
The goal of this training is to learn how to create a new form, become familiar with some of the overall properties of forms, and get comfortable with the options in the builder.
There are three ways to create new forms, cloning, creating new, and importing from another kapp (normally another environment). The video deals with cloning, so below is information on the other two methods.
Creating a New Form
Creating a new form is an option from the Form list console within a kapp.
After clicking on the Create New button, enter the Name and save the form. There are some other fields, but they are all optional.
- Description - drescriptive text about the form. Potentially shown on the portal.
- Status - Defaults to new and has the following options. Active, Inactive, and Delete
- Type - Used to define the function of the Form, and can be used by the portal for display purposes
Importing a Form
Forms are exported as json and you can easily move them between environments or kapps, by using the export and import functionality.
Exporting a form is available from any Actions dropdown specific to that form, or from the dropdown option related to the form on the list of forms. The export creates a text file that includes the form slug and a date/timestamp.
Importing the form is only done through the forms console. Click on the Import Form option:
To complete importing the form, drag your exporte file onto the outlined area. The json is extracted from the text file and displayed.
If the application detects any errors, they are listed on the right column. Otherwise, click the Import Form button, and the form opens in the builder.
Besides the questions, text and other elements that make up the form, each form has properties that define it. These properties are set on the Form Configuration consoles.
Defines the form name, slug, Description, status, Type, and label. With the correct permissions, you can delete a form from here (Actions dropdown).
Category, Attributes, and Security
Set the values for categories, attributes, and security. The available values are defined elsewhere in the kapp.
All submissions from the form, sorted with most recent at the top.
Basics of the Form Builder
The form builder provides a low-code option for creating forms. It is divided into three main sections or columns. The left column contains all the available elements (questions, pages, text, etc) that can be dragged onto a form. The right column lets you customize the selected element (name, label, list options, etc). The central column contains the arrangement of elements for the individual form.
Along the top of the builder there are options to save your work, a standard set of actions, and a link to return to the list of forms.
In the Next Article
In the next article we'll update questions and text on the form.
Story for the Class
As a new Kinetic Admin, you have been tasked with cloning an existing Facilities form to collect more information. You also need to construct a basic notification after it's submitted.
Updated about 2 months ago