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You can build a form by following the steps outlined below.
Once you have created your form you can maintain the form. See Maintaining forms.

To build an online form:

  1. Either:
    • Create a new form. See Creating new forms.
    • Open a form. See Opening forms.
  2. Define the page layout of the form. See Defining the page layout.
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  3. Add elements to define the content of the form. See Adding elements.
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  4. Delete elements. See .Deleting elements

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  5. Update the text used to label elements. See Updating element text.
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  6. Map elements to Synergetic fields. See Mapping elements to Synergetic fields.
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  7. Map any activity elements to Synergetic activities. See Mapping activity elements to Synergetic activities.
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  8. Populate any drop-down lists with Synergetic lookup table values. See Populating drop-down lists with Synergetic lookup table values.
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  9. Apply validation rules to ensure users enter correct information. See Applying validation rules.
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  10. Update element styles to make your form look visually appealing. See Applying element styles.
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  11. Define default values for elements, if necessary. See Defining default values.Define test values for elements, if necessary. See /wiki/spaces/SYNWEB/pages/2290125260.
  12. Define the status of elements. See Defining element statuses.
  13. Create events that call functions when users interact with elements. See Creating events.
  14. Enabled a required login, if you are creating an online application form. See Enabling required logins.
  15. Enable a pre-fill prompt, if you are creating an online application form. See Enabling pre-fill prompts.
  16. Enable online payment options, if necessaryyou are creating an online application form. See Enabling online payments.
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  17. Enable document management to allow users to submit documents with forms, if necessary. See Enabling document management.
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  18. Enable email correspondence, if necessary. See Enabling email correspondence.
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  19. Enable form branding, if necessary. See Enabling form branding.
  20. Publish your form. See Publishing forms.
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    Note: You can unpublish a form before its publication period expires or when converting the form to a template. See Unpublishing forms.