How to Begin Building a Dynamic Form

How to Begin Building a Dynamic Form

BEFORE YOU BEGIN, ENSURE YOU HAVE AN ORGANIZATION FOR YOUR DEPARTMENT IN DYNAMIC FORMS AND DESIGNER ACCESS. 

To request Designer access or to have an Organization created for your department, go to Getting Started(opens in a new window/tab).

 

Add New Form Template

  1. Log into Dynamic Forms by clicking the below URL logging in with your mySFA credentials

Dynamic Forms URL: https://sfasu.dynamicforms.com/

 

  1. Select your Organization’s Sandbox from the drop-down list and click Go. 

To view further details pertaining to accessing your Organization visit Accessing your Organization(opens in a new window/tab).

 

  1. To start building a new form, on your Master Template, click Action > Copy form template

To view further details pertaining to Adding a New Form and requirements related to Forms, visit Add a New Form(opens in a new window/tab). 

 

  1. In the Name/Type tab, enter the form Name, Display Name and Description

 

  1. Click Page 1 (under pages) to begin building your new forms content based off of your department's Master Template

To configure your form level setting visit Form Level Settings(opens in a new window/tab). 

 

  1. Under the Add Item tab, you can now begin dragging and dropping Form Items into the Form Designing space.

When you drag and drop a Form Items into the Designing space, it will highlight the area gray to show you where you are dropping the Form Item. 

Note - Use Layout Tables to hold your form fields to preserve a consistent formatting on your form.

 

See Form Items(opens in a new window/tab) (Designer Resources > Form Items) for details around each Form Item, their configuration settings and advanced settings. Check out the following features under Form Items:

Form Items(opens in a new window/tab): 

 

Questions? Contact the Dynamic Forms ITS Team by emailing pmo@sfasu.edu
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