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Forms Tutorial

Live Forms v7.4 is no longer supported. Please visit Live Forms Latest for our current Cloud Release. Earlier documentation is available too.

Forms Tutorial

Aug 28, 2020

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What are we going to build?

This tutorial will introduce you to creating forms using

. We'll go through some of the main features that you'll use most frequently. This is not a detailed user guide but serves as a quick introduction to the Form Designer.

What You will need:

You need either a Live Forms Online account -- signup for a 30 day trial if you don't already have an account. Or use a working Live Forms In-house software installation. If you are using In-house software you will also need to create a tenant, add a designer user to that tenant and configure email. 

Example Applications

You can download a

 application (FormsTutorial_app.zip) to help with this tutorial. You'll need to first upload the application to your 
 user account. Follow these steps:

  1. Log into your tenant as the designer user.

  2. Click the 

    Upload icon at the top of the Application Home Page. 

  3. Browse for the downloaded application zipfile.

  4. Do not check the Replace or Copy checkboxes.

  5. Click the Upload button.

The application is uploaded and immediately appears in your list of applications. 

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