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Version: SaaS

Creating a Self Service Form

The New Form window appears the first time you enter the Self Service Designer when there are no forms already present.

You can also open the form creation window by clicking Create Form in the left navigation bar.

Entering Form Metadata​

Start creating a Form by adding the following metadata

  • Name (required)
  • Folder (required). Click Add Folder to create a folder without leaving the Create Form wizard.
  • Description
  • Tags
note

A description is particularly important because it will allow your users to know the purpose of the Form and when to use it.

Adding Fields to a Form​

There are two ways to add fields to a Form

  1. Choose a Workflow and generate blocks from that Workflow.
  2. Manually drag and drop fields onto the Form.

Generating Blocks from a Workflow​

To automatically create blocks (fields) from a Workflow (see Creating a Self Service Workflow):

  1. In the Control Panel, in Workflow name, select the workflow to base the form on.
  2. Click Generate Blocks.
    In the Workflow, Self Service variables appear as Text fields and is automatically added to the left column of the Form. The field label is the variable name.
note

You can add new fields, remove generated fields, or move fields around. Controls are generated as Text by default; to change the default, delete the current control and drag and drop a new control.

Manually Adding Fields to a Form​

If you don't want to use the Generate Blocks feature, you can manually drag desired fields to the Form.

  1. From the Control Panel, click and hold the desired field type and drag it onto the Form.
  2. You can also drag fields to either column in the Form.