Last Updated: February 09, 2021

At Steer, the first part in creating a Workflow App is to build and design your Form. The form builder has a drag and drop interface which makes it easier for you to design your form.

To get started in building your form, just follow the steps below:

Step 1: Begin by adding columns when you click on the (+) plus button.
Step 2: Select and drag the elements of your choice from the toolbox inside the columns. You can use elements from both Default and System elements.
Step 3: Click each column with elements inside to configure their properties:

- Field ID: Serves as the unique identifier of the column.
- Place Holder: This is what appears to be the display name of the columns.
- Other options: Such as conditions,, validations, global search, input types for text fields, options for drop downs, radio buttons, or check boxes.




For more and advanced features, you can also do the following actions below:

1: You can add sections with new sets of columns and rows. You will find the Add Section button at the bottom of the last section in your form.
2: You can Duplicate, Move or Delete any of the existing sections in your form.
3: You can add Rows and Grids such as table/data grid, reference table and process table when you expand the (˅) down arrowhead at the bottom of a section.
4: You can add Header and Footer for more descriptive information in your form.



After configuring all the columns in your form, you might as well check out your form preview for web and mobile devices. You can also save your form as Draft and get back to it anytime you want, or directly proceed to the next part of creating your workflow app.

You can also enable the Render Form on Wizard View which helps you jump over to the different sections in your form. Just click on the Form Settings tab beside Tools tab, and tick the checkbox to enable Render Form on Wizard View.



RELATED ARTICLE(S):
Create a Form From Scratch
Create a Form Using a Template
Next Article: Process Designer

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