Form Administration Actions

On the form details page, the overview tab includes administration options for you to:

• Create from table fields.

• Copy a form.

• Delete a form.

Create from table

Create text field elements from core or data tables using the Create From Table option in the administration section.

1. Follow the initial setup guide to provide the basic details required for your form.

2. When at the Form Overview, press the Create From Table button.

   A pop-up of available Core and Data tables will be displayed.

3. In the pop-up, choose the table fields you want to include as form elements, e.g email, first name, surname.

4. Press okay to add the selected fields to your form as form elements

5. How the fields are listed in the form overview are how they are ordered in the form itself.

   Re-order your elements by dragging them to the desired position.

6. Press the Save order button to save the new positions.

Apart from the email field, which will be pre-configured as the email element, the Create from Table function will default all elements to text boxes.

If you want to change the element type:

1. Select an element.

2. Press the Change Element Type button.

3. In the pop-up, choose a different element type.

4. Press the Okay button.

5. Enter the details for the new element type. These details are dependent on the element type chosen.

Once you have managed the elements created from a core or data table, you can add more elements or save and host your form.

Copy form

Press the Copy Form button to replicate all of the elements and actions of the original.

Give a new name to the form.

Upon completing the copy, you will be shown its form overview.

Delete form

Press the Delete Form button to remove the form from Adestra.