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How to setup a form

Go to the 'Forms' tab in the Configuration panel of the admin platform, and choose 'Add new form'.

 

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Specify the name of the form, and then choose 'New Field'. 

 

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In the Type-dropbox, you can choose between various form field types. In this example, it is a TextBox.

 

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Add more form fields by clicking on 'New Field', or choose 'Create' to save the form.

 

Available form field types

Choose a field type from the drop down menu:'

 

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Text box: User can enter free text in the field. 

Dropdown: User can choose from a dropdown that corresponds to a column in a datasource.

ComboBox: User can choose from a dropdown or enter free text.

CheckBox: User can check off a box.

Instructions: SuperAdmin can write User instructions before a form field.

Heading: SuperAdmin can setup headings in the form.

Date: User can pick a date from a date picker.

 

Form field options:

For each form field you have various options that are accessed by clicking the gear button.

 

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Text fields in the user profile:

In the user profile, there is an option to add a default value from the client AD if the authentication method is set up to use SSO. 
When working with default values can the first three letters never be uppercase - see below:

Default Values example:
TestValue = Works
TEstValue = Works
TEStValue = Do not work
TestVALUE = Works

 

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ComboBox

If choosing ComboBox, new fields will appear that have to be setup. 

 

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