Create and Edit Forms - For Mobile Forms Administrators / Forms Publishers - Session Length: 60 min

Overview

Field2Base Forms Designer is the proprietary software application that allows you to create or edit digital Forms. This training session is intended for Mobile Forms Administrators and/or Forms Publishers who will be creating or editing the Forms available to your Company's Users.

You can click here to submit a request for training to the Professional Services team or email us at f2bps@field2base.com.

Objectives

After completing this training, you should be able to:

1. Install Forms Designer
2. Create Form Pages
   • Import Backgrounds to create a Page
   • Review compatible Background formats
   • Replace a Page's Background
   • Re-order Pages
   • Delete a Page
3. Build Regions on a Form
   • Review Region Naming Recommendations
   • Edit Region Properties
   • Review available Region Types
   • Copy, Cut, and Paste Regions
   • Align Regions
4. Add Buttons to a Form
   • Edit Button Display Options
   • Edit Button Action Types
5. Preview a Form
6. Modify Form Properties
   • Edit Form Name
   • Review Form ID
   • Review Revision
   • Review File Format
   • Edit Description
   • Disable Page Navigation
   • Disable Quick Copy
   • Edit Form Title
7. Publish a new Form or update an existing Form

Resources

Use the attached DIY Training Background document to create your first Form with all of the basic region types.

If you need to review or want to find additional details on Forms Designer, please take advantage of the following documents:

• Forms Designer Quick Start Guide
• Creating Regions
• Region Types
• Creating Buttons

For all other guides on our products, please visit the F2B Support Center.

To set up additional training or to have F2B design a Form or Integration Project for you, please contact the F2B Professional Services Team and we'll setup a meeting to discuss it further.

If something isn't working as expected or you have general questions about our platform, please contact the F2B Support Team and a ticket will be generated to assist you further.

For all Billing and Account questions, please contact your Account Manager or Salesperson. If you're unsure of who this is, please contact the F2B Sales Team. They will follow up and review your account with you.