Forms Manual

Creating your first web form with Form Builder is simple and intuitive. You'll start by selecting a template or building from scratch, then customize fields to suit your needs.

A form builder is a tool that lets users create and customize online forms easily, without coding. It offers a simple interface to add fields, configure settings, and manage notifications.

Deleting old or unused forms helps maintain an organized account. It reduces clutter in your workspace and ensures you only manage relevant forms.

To create a payment form with a purchase order, add a payment field, select the purchase order option, and configure the necessary settings. Save and publish your form to begin accepting orders.

To add a data grid field, go to the form builder, locate the data grid element, and drag it onto your form. You can then configure the rows, columns, and other settings to fit your needs.

To add a lookup field, go to the form builder, find the lookup element, and drag it onto your form. Then, configure it to connect with the dataset or list you want users to pull data from

To add a time slot field, navigate to the form builder, locate the time slot element, and drag it onto your form. You can then configure the available time slots based on your schedule.