Create and Edit Forms - Session Length: 60 min

Create and Edit Forms - Session Length: 60 min

Overview

Field2Base Forms Designer is the proprietary software application that allows you to create or edit digital Forms. This training session is intended for Mobile Forms Administrators and/or Forms Publishers who will be creating or editing the Forms available to your Company's Users.

Please contact your Account Manager or sales@field2base.com to request a training session.

Objectives

After completing this training, you should be able to:
  1. Install Forms Designer
  2. Create Form Pages
    1. Import Backgrounds to create a Page
    2. Review compatible Background formats
    3. Replace a Page's Background
    4. Re-order Pages
    5. Delete a Page
  3. Build Regions on a Form
    1. Review Region Naming Recommendations
    2. Edit Region Properties
    3. Review available Region Types
    4. Copy, Cut, and Paste Regions
    5. Align Regions
  4. Add Buttons to a Form
    1. Edit Button Display Options
    2. Edit Button Action Types
  5. Preview a Form
  6. Modify Form Properties
    1. Edit Form Name
    2. Edit Form Title
    3. Review Form ID
    4. Review Revision
    5. Disable Page Navigation
    6. Disable Quick Copy
  7. Publish a new Form or update an existing Form

Resources

  1. Forms Designer Quick Start Guide
  2. Creating Regions
  3. Region Types
  4. Creating Buttons