.. _form_management: Form Management ============== CitizenOne features a robust No-Code Form Builder that allows forms to be created without the need to write and deploy code. Forms can be attached a Service Card allowing citizens to complete and submit the form. The list of all available Applications can be accessed by clicking [**Form Builder**] under the [**Forms**] tab of the sidebar. .. image:: ../images/forms-sidebar.png :width: 100pt :alt: Sidebar with the Form Builder tab selected :align: center Viewing All Forms ************************* The initial Form Builder page displays a list of all of the Forms that have been created for your instance of CitizenOne. From this page, you are able to click on a Form in the list for a more detailed view, or create a new Form. .. image:: images/createForm.png :width: 500pt :alt: List of Forms in CitizenOne :align: center .. _creating_forms: Creating Forms **************************** When a new form needs to be created, click the [**+ Create Form**] button. .. image:: images/3.png :width: 500pt :alt: Create a new Form :align: center The fields in order to create a form are: 1. **Name** - The name of the form 2. **Description** - A brief description of the form 3. **Organization** - The Organization that the form belongs to 4. **Application** - The Application to tie it to in CitizenOne Clicking the [**Submit**] button will take you to a page to create the content on the form. Adding Controls (Fields) to the form ^^^^^^^^^^^^^^^^^^^^^^^^^^^ A control/field is how a user will enter information on the form. The current list of controls are: **Form Structure** | Step | FormattedText .. image:: images/formStructure.png :width: 150pt **Text Controls** | Input | Multi Line Input | Password .. image:: images/textControls.png :width: 150pt **Typed Controls** | Number | Email Address | Phone Number .. image:: images/typedControls.png :width: 150pt **Date And Time Controls** | Date | Type | Date and Time .. image:: images/dateTimeControls.png :width: 150pt **Selection Controls** | Dropdown | Radio Buttons | Checkboxes | Yes/No Question .. image:: images/selectionControls.png :width: 150pt **Buttons** | Button | Link .. image:: images/buttons.png :width: 150pt **Speciality** | QR Code | Hidden Field .. image:: images/specialty.png :width: 150pt Adding controls to the forms happens when doing the following: 1. Creating a step. Forms in CitizenOne can be multi-step forms. So each **Step** in a form relates to a step in a form. .. image:: images/5.png 2. Adding Fields to the step. - Select control on a left side panel .. image:: images/selectionControls.png :width: 150pt - Edit choosen control .. image:: images/addingControl.png See the attributes for fields available here .. image:: images/8a.png .. image:: images/8b.png 3. Clicking the [**Save**] button. .. _viewing_forms: Viewing Forms **************************** Viewing forms happens on portal or on business server .. _deleting_forms: Deleting Forms **************************** Check the box beside the form you want to delete and click the garbage icon at the top of the table. .. image:: images/deleting.png :width: 500pt