Design a form

Abstract

How to construct a form using the Form elements.

Sitecore Forms enables you to quickly create forms 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.

You can start with a blank form or build your form using a template. Sitecore Forms does not include pre-defined templates. Use the Save as template command to create your own templates.

To create a form:

  1. On the Forms dashboard, click Create.

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

    On the Forms dashboard, click blank form or click a form template.

    Important

    If your form does not display on the dashboard, verify that you completed the post-installation steps when you installed your instance. To make Sitecore Forms work properly, you must rebuild your search indexes after installation.

You add a field to a form by dragging a form element from the Form elements pane onto the form canvas. Once 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 drag it onto the form canvas.

    Drag the form to the canvas.

    A green line indicates the position of the element on the form canvas.

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

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

    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.

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

    Make sure to always add a meaningful 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.

    Dropdown list element
  5. 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.

    Add the submit button to the form.
  6. In the Details section, enter a name for your button and, in the Navigation step field, select Submit.

  7. 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.

  8. To save your form:

    • click Save to save and name the new form.

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

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