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The forms home page appears after you create and /edit an application or install a Form Template application.

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You won't see any forms the first time you use , but as you soon as you create some or you install a form template application you'll see them here. Forms are single page.

Click the Page Help button Image Addedfor information about the features on the Forms Home page. This feature is only available for Cloud customers.

There are three icons at the top of the forms home page. Each is described below.

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  • Click the icon to attach a thumbnail icon to your form. You can select one of the icons provided by  or you can upload your own. The icons will display when you access your forms/flows from a  space on mobile devices (iPhone and iPad) mobile devices. See below.
  • Click the icon to internationalize a form with translations in different languages.
  • Click the icon to publish your form as a template that you can use when creating other new forms. See Templates.
  • The next icon controls the Visibility of the form. Clicking on the icon brings up an enhanced Access Control wizard that allows the designer to specify runtime access for the form, configure selected users or roles that can execute the form and view/edit form submissions.  
  • Click the icon to delete the form. Keep in mind there is no Undo feature so this action is permanent.  

Warning

Deleting a form also deletes all associated form submissions and any saved in-process form instances. See replacing forms.

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  • Click the icon to open your form and edit it in the Forms Designer.
  • Click the  icon to test your form. See Testing Forms and Flows.
  • Click the to make a copy of your form. The newly copied form will be independent from the original; any changes you make to the copy won’t affect the original and vice versa. Since the newly copied form will be your most recently created form, it will appear at the bottom of your list of forms. Access Control permissions assigned to the original form are retained in the copy.
  • Click the icon to download the automatically generated schema associated with your form. This schema will contain all the controls added to your form from the Palette. This will not contain controls added to your form from your own schemas. See Schemas for more details.
  • Click the icon to download a zipped version of the form to disk. A single zip file will be created with the name of your form, followed by _form.zip. This icon also appears on the Applications home page so you can zip your entire application, including all the forms it contains. The zip file name will be the name of your application, followed by _app.zip.
  • Click the icon to share your forms in a number of different ways. Before you click this remember to mark your form public or you will not be able to share it with others. See Sharing Forms.
  • Click the icon to view the submissions for this form. Click the icon to view submissions in the Legacy view.

    Warning
    The Export of submissions to Excel feature has been replaced by the Download to CSV. If you have not used the Export to Excel feature in the past, we recommend that you become familiar with the Download to CSV.
    You can still use the Export to Excel feature by accessing it from the Submissions Legacy view. However, the Legacy Submissions view and the Export to Excel may be removed in a future release.
  • Click the icon to deploy a form to Production state and remove the Development watermark. This toggles the icon to the undeploy icon. If your form server license enables a limited number of Production forms you will get an error message when you hit your license production form limit.
  • Click the icon to undeploy a form and move it from the Production state back to the Development state.

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