How do you create form fields in a Smart Form?

Click "Create/View Form Fields" in the Smart Form. This will open a new tab.

Click "Add a New Value" on the Define Form Fields page.

Enter a Field Description and select "Field Type".

Enter other details and click "Save". 

When defining the fields for radio buttons, drop down lists or check boxes you may have to specify the field values.

These form fields are available in the form field lookup when inserting them into the Smart Form.

Position the cursor where you want the form field to be inserted, then click "Insert Form Field." You can also add static text to the form if needed.

On the pop-up page, select the Input Type and click the "Look Up" button.

Search for the form field in the lookup and click "OK".

The above form field will be added to the Smart Form. For more details on inserting form fields for different Input Types, please refer to the following section. 

How to insert form fields into a Smart Form?

Inserting the form fields for different Input Types (such as Edit Box, Long Edit Box, Drop Down List, Check Box, Radio Button) is explained below. 

Position the cursor where you want the form field to be inserted, then click "Insert Form Field". 

A pop-up page will appear where the form field details can be entered.  

Input Type: Edit Box

Select "Edit Box" as the Input Type and click the "Look Up" button.

Follow the table given below to know more about the fields on this page.

Select the form field that you want to insert.

The selected form field and the field description will appear on the pop-up page as shown below:

Enable the "Display Label Colon" checkbox if the label needs the colon after it.

The "Label Type" selected in the drop down will decide the label displaying on the page. If "Default" is selected, the description in the "Default Label" (Form Field description) will display on the page.

If "Custom" is selected, a box will display below where the label can be entered. The label entered here will override the "Default Label" when displayed on the page. 

If "None" is selected, no label will be displayed for the form field.

Enter "Default Value" if a value needs to be displayed as default in runtime. In this example, a default value of "Western US" is assigned to the form field "Work Location".

Check the "Mandatory" checkbox if entering the form field value in runtime is mandatory. 

Enter html in the "Input Style" for any styling customizations and click "OK" to save the details.

The field will display on the Smart Form  page as shown:

Similarly, insert the other fields as required and save the Smart Form.

Apply the Content Revision and include the Smart Form in the onboarding process using a Process Revision. For details of adding Smart Form in the onboarding process, please click here.

As configured, the Smart Form will appear for the user in the process. If a default value is entered for the form field during its creation, it displays in runtime as shown.

Form fields that are specified as mandatory have to be entered before submitting the form. Otherwise, the following error message displays on the page on save/submit.

If the form field is not mandatory, entering the value is optional. 

Input Type: Long Edit Box

Use this Input Type option to allow entering long texts in the form fields. For more details on the form fields description, please refer to the above section.

After entering the details, save the form field specifications, by clicking the "OK" button.

Example: Smart Form with field input type as "Long Edit Box":

Apply the Content Revision and then add the Smart Form in a Process Revision. For details of adding the Smart Form in the process, please click here.

The Smart Form with the Long Edit Box will appear in the process as configured. If the form field is mandatory, a value must be entered.

An error message will display upon saving the form if any mandatory fields are left blank. Fields that are not mandatory are optional to fill out.

Input Type: Drop Down List

Use this Input Type if the form field is a drop-down list.

The table below describes the fields on the above page.

Select the form field and then specify the Label Type.

For the values to appear in the drop down list, add the values when defining the form field.

If "Default Value" is selected, the value will appear as default in the drop down when the page is accessed by the user in the process. If the default value is left blank, nothing will display as default.

Additionally, mark the field as "Mandatory" if selecting a value in the field is required on the page. If styling is needed, specify it in the Input Style section, and then click "OK" to save the changes.

After inserting the drop down field, the Smart Form looks like below:

In the below example, few drop down fields are added on the form. To save the Smart Form details, click the "Save" button.

Apply the Content Revision and then add the Smart Form in a Process Revision. For details of adding the Smart Form in the process, please click here.

The above Smart Form displays as below in the process as configured. Since the default value "Male" is specified when defining the form field "Gender", the value is shown when the page is accessed. This can be changed to a different value if necessary.

The values given to the form field appear in the drop down list for selecting.

For the fields that are mandatory, select a value in the drop down before saving/submitting the form. Otherwise, an error message will be displayed. Fields that are not mandatory are optional to enter.

Input Type: Check Box

Add label for the check boxes if needed and then place the cursor on the Smart Form where you want to insert the form fields.

Follow the table below to enter the fields.

When the Check Box is selected as Input Type, a field named "On Value" will appear below on the page. The "On Value" field shows all the values that are associated with the form field.

Only the selected value will be assigned to the field when it is checked. 

If "Yes" is selected for the "Default Value," the form field will appear checked when the page loads during runtime. If "No" is selected, the field will not be checked. If the checkbox is not interacted with during the activity, the selected default value will be saved as the field value.

If the default value is not selected, and the check box is not interacted in the runtime page, then null value will be passed to the field on save.

After specifying the fields, click "OK" to save the changes.

After adding the data, the Smart Form looks like below:

Given below is an example with different sets of check boxes added in a Smart Form. To save the Smart Form details, click the "Save" button.

Apply the Content Revision and then add the Smart Form in a Process Revision. For details of adding the Smart Form in a process, please click here.

The above Smart Form displays as below in the process as configured Since the default value for the highlighted field is selected as "Yes", the value is showing as checked when the page loads.

Input Type: Radio Button

Add a label for the radio buttons if needed, then place the cursor in the Smart Form text editor where you want to insert the form fields.

A pop-up appears where you can enter the form field details. Follow the table given below to know more about the fields and their description.

When the radio button is selected as Input Type, a field named "Value" will appear below on the page which lists all the values that are assigned to the form field.

For each field value, you can create a radio button with or without a specified "Default Value." If a "Default Value" is provided, that radio button will be selected by default when the page loads. It is recommended to use the same default value for all radio buttons associated with that form field.

If different default values are selected, the default value of the last radio button will be considered. If the last radio button's default value is left blank, no option will be selected by default on the page.

In this example, a set of Male, Female, Other radio buttons are created with default selected as "Male".

If selecting any radio button is mandatory on the page, then check the "Mandatory" checkbox.

After inserting the radio buttons, the Smart Form looks like below:

Given below is an example with different sets of radio buttons added in a Smart Form. To save the Smart Form details, click the "Save" button.

Apply the Content Revision and then add the Smart Form in a Process Revision. For details of adding the Smart Form in the process, please click here.

The above Smart Form will appear in the process as configured. If any form field is specified as mandatory, then selecting a value for that field on the page is required before saving/submitting the form.

An error message will be displayed if nothing is selected for the mandatory fields. Fields that are not mandatory are optional to enter.