Create a form

Last updated Thursday, November 2, 2017 in Sitecore Experience Platform for Content Author, Marketer
Keywords: Fields, Layouts, Web forms

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:

Create a form

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

To create a form:

  1. On the Forms dashboard, click Create.

    On the Forms dashboard click Create to add a new form.

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

    You can create a form from scratch or use a template.

Add a form field

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.

    Drag form elements to the form canvas.

  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.

    Apply styling to your 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.

  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.

    In the Structure section, drag the Submit button to the form canvas.

  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 Delete form..

  8. To save your form:
    • click Save Picture 6 to save and name the new form.
    • Click Save the selected form Picture 10 to save and name a copy of the form.
    • Click Save the form as a form template Picture 2 to save the form as a template.
Send feedback about the documentation to docsite@sitecore.net.