Chapter 3. Create a Forms Project

Overview

This tutorial will cover how to:

  • Create a Forms Project
  • Associate a Form with an existing Project

Requirements

  • App Studio Account

3.1. Create a Forms Project

There are two ways in which a Forms Project can be created using Drag & Drop Apps:

3.1.1. 1. Create a Forms Project via the Projects Section

  1. Click the Projects section to be brought to the Project creation area.
  2. Choose the New Project option.
    You will now be presented with a screen that allows you to both name your project, and select a template to base the project on. One of the selectable options is Forms Project.
  3. Select the Forms Project template.
  4. Click Create.
    Once the project has been created, you will be prompted to associate a theme and form(s) with it.
  5. Select a theme and a form to be associated with the Project.
  6. Click Save.

You have now successfully created a Forms Project via the Projects tab.

3.1.2. 2. Create a Forms Project via the Drag & Drop Apps Section

  1. Select Drag & Drop Apps from the menu bar.
  2. Select Forms Projects from the sub-navigation menu bar.
  3. Select the New Forms Project option.
    From here you have the option to either Create New Project or Use Existing Project.
  4. Select Create New Project.
    You will be prompted to enter a name for the project you are about to create.
  5. After you have entered a name, click the Next button.
    You will then be asked to associate a theme and form(s) with the Project.
  6. Select a theme and form(s) to be associated with the Project.
  7. Click Finish.

You have now successfully created a Forms project via the Drag & Drop Apps tab.

3.2. Associate a form with an Existing Project

There are two ways in which forms can be added to an existing project.

3.2.1. 1. Associate Forms with a Project via the Forms Projects Section

  1. Select a project from the Forms Projects section.
    After a project has been selected, the project subnav will be displayed. A Project Forms & Themes tab can be seen in this subnav.
  2. Select the Project Forms & Themes option from the subnav.
    The Forms section allows users associate themes and forms with a project. To add a theme, simply select a theme from the dropdown menu. To add a form, click in the forms field, and a list of available forms will appear.
  3. Select the form(s) you wish to associate with the project.
  4. Click Save.

The form has now been successfully associated with a project.

3.2.2. Associate Forms with a Project via the Forms Builder Section

  1. Select the Forms Builder section from the Menu bar.
  2. Select the New Forms Project option.
    You will now be given the option to either Create New Project or Use Existing Project.
  3. Select the option to Use Existing Project.
    You will now be prompted to associate a theme and form(s) with the Project.
  4. Select a theme and form(s) to be associated with the Project.
  5. Click Finish.

You have now successfully associated a form with a Project via the Forms Builder Section.