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Form Properties

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Click the header of any form and displays the form properties in the Properties panel. Most of these are obvious but let's examine a few.

Save

When Save is checked, the form submission is saved to the repository. If you uncheck this, then the data will not be saved by and you will not be able to view your submissions online. You may wish to uncheck this for security reasons.

Save PDF

If checked, a PDF (print view) of the form is also saved to the repository and you can view this PDF in your submissions.

Printable

If checked, a "print" icon is displayed at the top left of the form when the user is filling it out. When clicked, a printable PDF is generated and the user can save or print this PDF for his/her own records.

Save/Load

If checked, a "save" icon is displayed at the top left of the form when the user is filling it out. When clicked, the latest version of the form is saved and the user can return to it via his/her Task List and complete filling it out later. This is particularly useful for lengthy forms. Saving a partially filled form requires the user to be authenticated to . Using the Task List is a somewhat advanced topic and we recommend you read the detailed documentation on this topic and/or complete the Flows Tutorial for a full understanding.

Searchable Fields

Set up fields in your form that you can use when searching tasks and submissions. Define Searchable fields by clicking the Click to Set Up Searchable fields link. Add/remove Searchable fields in the wizard as desired. Once defined, you can search new and existing tasks and submissions using these fields. In our Client Information Form, First Name, Last Name and Email Address are good candidates for Searchable fields.

Captcha

If checked, a captcha is displayed when the user clicks Submit on the form. This is to prevent Spam submissions and the form can only be submitted upon successful completion of the captcha.

provides many more properties and settings. You can learn about most of these simply by experimenting in the Form Designer and the properties are also detailed in the Editing Form Properties chapter of the documentation.

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