Configuring a form

  1. In Form Builder, select Builder.
  2. Select an existing form from the list.
  3. In Properties, specify this information:
    Form Name
    Specify the name or title of the form. This field is required.
    Description
    Provide a description for the form. This field is optional.
  4. To add a confirmation message upon the submission of the form, select the title of the message from the Submit Message dropdown menu.
  5. Click Save.
  6. To assign a group that can access the form:
    1. In Groups, select Unassigned Groups.
    2. Select a check box corresponding to a group. You can select multiple user groups.
    3. Click Assign Group.
  7. To remove the access of a user group to the form:
    1. In Groups, select Assigned Groups.
    2. Select a check box corresponding to a user group to remove form access. You can select multiple user groups.
    3. Click Unassign Group.
  8. To modify an existing field:
    1. In the Fields tab, select an existing field from the list.
    2. Specify your changes to any of the fields.
    3. Click Save.
  9. To delete a field type from the form:
    1. In the Fields tab, select the field type from the list.
    2. Click Delete.
    3. Click Yes.