Sitecore Experience Platform

Create a form

Abstract

How to construct a form using the Form elements.

The Sitecore Forms application enables you to quickly create forms by using standard elements. Before you start building your form, you must decide what you want to ask contacts and determine the form fields you want to include.

This topic describes how to:

You can construct your form using templates or start with a blank form.

To create a form:

  1. On the Forms dashboard, click Create.

    CAA1D04CE2F7497DBB0E58FB0B1D5E9B.png
  2. To create a new form from scratch, click Blank form, or select a template to base your form on.

    7999DED3A8E34BCA89F489B224B99088.png

You add a field to a new form by dragging a form element from the Form elements pane onto the form canvas. When you have placed an element as a form field on your form, you can change its settings on the General tab in the Form elements pane.

To add a form field:

  1. In the Form elements pane, click the element that you want to add and then drag it to the form canvas.

    39F98EAE23084765B12D42FA2868F2F7.png
  2. When you have found the right place for your element and a green line appears, drop the element.

  3. To change the settings of the new field, on the canvas, click the field and apply the changes in the Form elements pane. For example, add a CSS class to your field to style it.

  4. When you have finished changing the settings, click Apply to see the changes on the form.

    AABF109B635A46AAB8AFA018DD950AF8.png

    Note

    We recommend that you preview the form before publishing it on the website. The way the form displays in the Forms application might not reflect the actual styling of the form on the webpage.

  5. To add a list to your form, in the Form elements pane, in the Lists section, drag the Dropdown list to the form.

  6. In the Details section, you can add the list items.

    FORMS-dropdownlist.png

    Make sure to always add a meaning Field name. The Field name is the actual Item name for the Sitecore definition item for the form field. Giving form elements meaningful names, makes it easier to distinguish them in for example form field performance tracking.

  7. To add a Submit button on your form, in the Form elements pane, in the Structure section, drag the Submit button element to the form.

    39F90160CC774CF799E56DEE92A88DC8.png
  8. In the Details section, enter a name for your button and, in the Navigation step field, select Submit.

  9. Click Apply to see the changes on the form.

    Note

    Occasionally, you might want to remove a field from your form. To delete a form field, click the field that you want to delete and then click Delete 8F64AA06D2B94E2A8690A90F9E456275.png.

  10. To save your form:

    • click Save6AE8CF567DBC4975B2986F3D7FA82136.png to save and name the new form.

    • Click Save the selected formE2A245368AAC4943A3E96CAF39CA9AF8.png to save and name a copy of the form.

    • Click Save the form as a form templateE81CCCAB4AFC4568A547A7514A041850.png to save the form as a template.