Tip:A web form, often referred to as an HTML form, is a document where users input data or personal information. This information is then sent to a server for processing. Web forms facilitate tasks such as order completion, customer data management, lead collection, and conducting surveys among customers and employees.
To set up your web form:
1. Add a title and description to clarify the form's purpose.
2. Add and configure fields and widgets.
3. Set conditions for field visibility based on entered data (optional).
Additional options in the web form editor include:
Undo or Redo changes.
Preview your web form to see customer view.
Test your form in preview mode and navigate through the required fields with a wizard. View optional fields by toggling Show only required fields.
Adjust size by dragging the right part.
Copy & paste elements with keyboard shortcuts (CTRL+C and CTRL+V on PC, Command+C and Command+V on Mac). This will allow you to copy and paste both elements and their child elements separately. For example, it is possible to not only copy an entire table, but also its columns.
Tip: To copy and paste elements correctly, be sure to copy the entire element or its child element, not just the text in the elements.
Note: The properties of copied elements or their child elements will be the same as in the initial element/child element. For example, if a role is assigned to a copied element, it will remain so after pasting it in a form within one workflow. However, when pasting it in another workflow's form that is hidden or unavailable to a role that was assigned to the copied element, the element will be unavailable for this role.