Table of Contents

What are Smart Forms?

Smart Forms are

Table of Contents

What are Smart Forms?

Smart Forms are used as the basis for many activities within Smart Onboarding. They are very powerful and flexible, allowing the user to build simple and complex activities. In addition to being used for onboarding activities, Smart Forms can be used to specify supplemental attribute information.

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Image RemovedInsert/Remove Numbered List
Insert/Remove Bulleted List
Decrease Indent
Increase Indent

Will begin the numbered list/will remove the numbered list

Will begin the bulleted list/will remove the bulleted list

Will remove the numbered/bulleted list if it is the first number/bullet, or will negate the effects of the 'increase indent'

Will indent the already placed number/bullet, but only after the first number/bullet

Field	Behavior
Maximize Source	Makes the whole page into the text editor Turns everything into html, allowing you to edit or expand the form's text and formatting possibilities
Cut, Copy, Paste, Paste from Word	Respectively, left to right: Cuts Copies Pastes Pastes from Word
Undo, Redo	Respectively, left to right: Undo the action last taken Redo the last Undo's action
Insert Horizontal Line Table Image Removed Link, Unlink Image Added Insert Special Character Image Added	Inserts a horizontal line Image Added Link on a word will allow you to directly refer to a URL (which you can command to pop up, open in another window, the same window, and others through the Target tab), anchor in the text, or an email Unlink any of the previously linked words A 'Select Special Character' box appears like this, so that you can put one in your text: Image Added
Image Removed	Inserts a bind, a user specific reference
Image Removed	Highlights the binds that were inserted, just for editing reference (won't show up when used)
Image Removed	Inserts an image from your system
Image Removed (for more specifics on this, see Insert Form Field's Fields)	Inserts a form field in the system Customize how it will be formatted/interacted with using Input Type Choose whether or not it is a mandatory form field Choose what label to use on it Image Added Paragraph Format Link , Unlink Image RemovedFont Name Insert Special Character Image Removed	Inserts a horizontal line Image Removed Spawns options for a table, adjust, then click OK, and it should create the table Image RemovedImage Removed Some points about tables: 1) Do not create a table with only rows. Columns are required when you use tables. 2) If you don’t need at least 1 column in the table then you don’t have to insert the table. You can directly paste the content in the rich text editor. 3) If you need a table with 2 or more columns with different widths (not the default) and multiple rows of same property, then do not insert all the rows while inserting the table. Insert one row and adjust the column widths and then right click on one if the cell and use option ‘Insert Row Above/Below’. This will insert the rows with the same properties that you have configured already. 4) If you need multiple rows and columns in a table with different widths for few/all the cells, then do not insert them as one table. Insert them as separate tables. Link on a word will allow you to directly refer to a URL (which you can command to pop up, open in another window, the same window, and others through the Target tab), anchor in the text, or an email Unlink any of the previously linked words A 'Select Special Character' box appears like this, so that you can put one in your text: Image Removed
Image Removed Paragraph Format Font Name Font Size	How the font will be formatted, in regards to it as a paragraph or line Image Removed The different font-types Image Removed Changes the font size
Bold, Italic, Strikethrough, Remove Format Image Removed	Respectively, left to right: Bolds the font Italicizes the font Strikes through (a line through the center) the words Removes all of the formatting from this category (only removes bold, italics, strikethrough)
Font Size	How the font will be formatted, in regards to it as a paragraph or line Image Added The different font-types Image Added Changes the font size
Bold, Italic, Strikethrough, Remove Format Image Added	Respectively, left to right: Bolds the font Italicizes the font Strikes through (a line through the center) the words Removes all of the formatting from this category (only removes bold, italics, strikethrough)
Image Added Insert/Remove Numbered List Insert/Remove Bulleted List Decrease Indent Increase Indent	Will begin the numbered list/will remove the numbered list Will begin the bulleted list/will remove the bulleted list Will remove the numbered/bulleted list if it is the first number/bullet, or will negate the effects of the 'increase indent' Will indent the already placed number/bullet, but only after the first number/bullet
Image Added	Inserts a bind, a user specific reference
Image Added	Highlights the binds that were inserted, just for editing reference (won't show up when used)
Image Added
Image Added	Inserts an image from your system
Image Added (for more specifics on this, see Insert Form Field's Fields)	Inserts a form field in the system Customize how it will be formatted/interacted with using Input Type Choose whether or not it is a mandatory form field Choose what label to use on it
Image Added	Spawns options for a table, adjust, then click OK, and it should create the table Image AddedImage Added Some points about tables: 1) Do not create a table with only rows. Columns are required when you use tables. 2) If you don’t need at least 1 column in the table then you don’t have to insert the table. You can directly paste the content in the rich text editor. 3) If you need a table with 2 or more columns with different widths (not the default) and multiple rows of same property, then do not insert all the rows while inserting the table. Insert one row and adjust the column widths and then right click on one if the cell and use option ‘Insert Row Above/Below’. This will insert the rows with the same properties that you have configured already. 4) If you need multiple rows and columns in a table with different widths for few/all the cells, then do not insert them as one table. Insert them as separate tables.
Image Added
Image Added
Text Box	Write in the Text Box This is where all of the Text Editing applies You can expand or shrink the box by dragging the bottom-right triangle symbol