Jomo247 Tutorials: Creating a New Form Template

Hi everyone, this video will be walking you through creating a new form template on Jomo247 using our brand new form template designer.

To access the form designer we need to hover over our name in the top right hand corner. A dropdown menu will then appear and we need to select the Form Designer option.

Once selected we will then be taken to the Form Template Manager page. Here we will be able to see all the form templates we have previously created.

To create a new form template we need to select the blue Edit a New Draft button. Once clicked we are then taken to the Form Template Editor page.

Firstly we will want to give our form a name and a description.

On the left hand side we can see previous fields we have added to other form templates. We can see both the field type and the custom field label.

If we want to add a previously used field we simply need to select the plus button on that field and it will be added to our new form template.

To add a new field we need to select the plus button here underneath the form description and the new field will appear.

To move fields up or down the template we can select the up or down arrows respectively.

To delete a field we can simply click the X button and it will be removed from our form.

Once a new field has been added we need to select the type of field we want to use. We have a choice of 8 different field types.

These are:

• Short Answer – Requires the end user of the form to enter a short explanation.
• Paragraph Answer – Requires the end user of the form to enter a more detailed explanation.
• Instruction – Gives the end user of the form explicit instructions.
• Date – Requires the end user of the form to enter a date.
• Checkbox – Requires the end user of the form to select one or more options from your customised list.
• Dropdown – Requires the end user of the form to select one option from your customised list.
• Hyperlink – Gives the end user of the form a hyperlink to a different webpage of your choosing.
• Signature- Requires the end user to digitally sign the form.
• Multiple Choice – Requires the end user of the form to select on option from your customised list.

Once we have selected the field type we want to use, we then need to give that field a label. The field label clearly defines what data needs to be entered for that section by the end user of the form.

If we select the Checkbox, Dropdown or Multiple Choice field types as well as entering a field label we are also able to define the options that can then be selected by the end user of the form.

To enter an option we need to type it into the Field Options box, once we are happy we can select the green add button. We can add up to 30 options.

To delete an option we can select the red remove button and it will be deleted from our form.

Once we have added all the required field types and are happy with our form we can then select the save button. Once clicked a message will appear to inform us that our form template has been saved successfully.

If we wish to save our form template to our computer, we can export the template. Alternatively, if we have a saved form template on our desktop we are also able to import it to Jomo247 using the import button.

If we go back to the form template manager page we can see our new form template. We need to make sure this is published public so that we can link it with a workflow template by clicking the publish public button.

And that has been our guide to creating a new form template using our easy form template designer on Jomo247. Thanks for watching!