How to Create a Form

This documentation explains the step-by-step process to create a form in CRM.

Prerequisites

Before creating a form, ensure that:

• User has valid login access to the CRM platform.

• Required permissions for the Form Module are enabled.

• CRM field configuration is completed, if required.

Step1 : Access the Form Module

After successful login to the CRM platform, navigate to the Form module from the navigation menu.

Step2 : Click on Add New Form

Click on theAdd New Formbutton.

A popup window will appear where the user can enter the form details.

Step 3: Enter Form Name

Enter the required form name.

Example:

• Lead Capture Form

• Contact Us Form

• Website Inquiry Form

Step 4: Click Next to continue

Step 5:Select Device

Select the device type on which the form will be displayed.

Available options may include:

• Desktop

• Mobile

• Tablet

Step 6: Click Next

Step 7: Select Form Type

Choose the form structure:

• Single Page Form

• Multiple Page Form

Step 8: Click Next to button

Step 9: Select Form Creation Method

Choose how you want to create the form:

• Start from Scratch

• Predefined Template

For this example, the form is created using the Start from Scratch option.

Step 10: Add Form Elements

From the Toolbox panel, drag and drop the required form elements onto the form canvas.

Available elements may include:

• Header Text

• Paragraph

• Text Input

• Email Input

• Phone Number

• Dropdown

• Checkbox

• Radio Button

• Submit Button

Screen – Add Form Elements

Step 11: Edit Form Element

Select the required form element and click the Edit button.

The field configuration panel will open.

Step 12: Configure Field Details

Configure the selected field from the settings panel.

Example:

• Field Name: Name

• Input Heading Text: Enter Your Name

The field name should be unique because it is used as the key when form data is submitted.

Step 13: Add More Form Element

Repeat the same process to add and configure additional fields as required.

Example:

• Name

• Email Address

• Phone Number

• Company Name

• Message

Screen – Add More Fields

Step 14: Preview Form

Click thePreviewbutton to verify the form layout, field placement, and functionality.

Screen – Preview Form

Step 15: Apply Theme(optional) 

Step 17: Save as Template (Optional)

Click Save as Template to save the form design for future use.

The saved template can be reused while creating new forms.