Create with Form Builder

Apps -> <App> -> Create Form -> Form Builder

Appverse Form Builder offers a modern drag-and-drop interface that makes form creation simple and user-friendly.

Getting familar with the Form Builder

The form builder is divided into four main sections, each serving a specific purpose in the form design process:

Understand the Form Builder Layout

Form Fields on Canvas - Dragging and dropping

Dragging and dropping form fields allows for easy reorganization of a form’s structure. By simply clicking on a field, holding it, and moving it to a new position, users can adjust the layout to better fit their needs. This feature is particularly useful when modifying form sections, groups, or individual fields without manually editing the form’s structure.

Once a field is dragged to the desired location, it can be dropped into place, instantly updating the form layout. This intuitive method helps streamline form customization, making it easier to manage and organize content efficiently.

In a form, the following types of movements are allowed

1. Fields – Individual form fields (e.g., text fields, dropdowns, checkboxes) can be repositioned within a section/group or moved to a different section/group or moved out of a section/group.

2. Sections / Groups – Entire sections/groups containing multiple fields can be relocated to restructure the form. Sections / Groups of related fields can be moved together to maintain logical organization.

Drag and Drop

Components - Building blocks of the Form

The Components section contains a set of input field elements that users can click and place anywhere on the form canvas. These input field element are necessary for form creation.

Key Types

✅ Basic Form Fields – Text fields, number fields, decimal fields, dropdowns, date pickers, etc. ✅ Advanced Form Fields – File uploads, multi-select fields, geo fields, calculated fields etc. ✅ Grouping Fields – Groups - Singular or Repeating

Pathfinder - Form Navigation and Structure

The Pathfinder section acts as a form blueprint that helps users visualize the structure and flow of the form. It provides a hierarchical view of all sections (groups) within the form and the fields within the sections, making it easier to navigate and manage complex forms.

Key Features

✅ Tree View of Form Elements – Displays all form fields in a structured manner. ✅ Quick Navigation – Click on any element in the pathfinder to locate it on the canvas.

Canvas - The form design workspace

The Canvas is the central workspace where form components are placed, arranged, and configured to match the desired functionality.

Key Features

✅ Layout – Can be used to change the structure of the form by simply dragging and dropping the fields. ✅ Live Editing – Modify field properties of the fields on the canvas.

Additional Form Configurations - Advanced Settings

The Additional Form Configuration section provides extra settings to switch between form configuration types and converting them into data-driven forms.

Key Features

✅ Export and Import Forms – Form configuration can be exported to excel, modified and changes can be reimported ✅ Register dataset – Allows dataset to be automatically registered in ViewZen Analytics for getting insights and dashboards. ✅ Choices – Allows maintaining form level lists at one place for easy reference

Properties - Configuring form fields and behavior

The Properties section allows users to define specific settings for each form field.

Key Features

✅ Appearance – Customize how form fields are displayed to users. ✅ Validations – Set up character limits, regex patterns, and error messages. ✅ Scope – Show/hide fields based on user input or predefined rules. ✅ Default Values – Pre-fill fields with default content or dynamic data. ✅ Hint – Provide additional guidance to users for better form completion. ✅ Search Settings – Control which fields are searchable and the search modes.

A summary of the form builder components is as under

Section	Purpose
Components	Provides a library of input field elements
Pathfinder	Helps navigate and view structure of complex forms
Canvas	The main workspace for form design
Additional Form Configuration	Advanced settings for analytics
Properties	Customizes individual field settings

Getting familar with Field Properties

Get familiar with all the input field elements and their properties.

Create a Form with Form Builder

Best Practices

Before getting started, we recommend you to review our best practices document to ensure that your form is designed efficiently, securely, and in alignment with recommended guidelines.

1

To create your form, navigate to "Form Builder"

Form Builder is the second item on the bottom right corner.

2

Select the relevant form input field from the "Components"

The components are located in the top left corner of the form builder.

3

Configure the desired properties for the input field

To know about input field properties, check the "Get Familiar" section.

4

Configure all the input fields

5

Save

Forms can be saved in draft mode or can be validated and saved.

Save