🆕Create a Form
Overview
The Tracker Form Design Wizard provides a guided experience for creating and configuring tracker-based forms. The wizard structures form setup into three sequential steps—defining the form’s identity, designing the form layout, and configuring submission behavior—so business users can build forms efficiently while maintaining consistency with tracker data and workflows.
Name & Description
The Name & Description step establishes how the form is presented to users at the time of submission. This section defines the form’s identity and provides context that helps respondents understand the purpose of the form and how to complete it correctly.
Form creators specify a required form name that appears prominently in the form header and in form listings. A rich-text description field allows administrators to include formatted instructions, links, or additional guidance. The content defined in this step is displayed consistently based on the header layout selected in Preferences, ensuring a clear and professional presentation across all form entry points.
Form Builder
The Form Builder step is where the structure and content of the form are designed. It provides a drag-and-drop canvas that allows users to assemble forms using available tracker fields and form-only elements, while maintaining alignment with the underlying tracker schema.
All available tracker fields are listed in the left panel in alphabetical order, with search support when larger field sets are present. Required tracker fields appear in the form layout by default, and each tracker field can be used only once within a form. System-generated fields, such as submission metadata, remain excluded from the form layout. Fields can be added, reordered, and configured directly within the builder, allowing form creators to refine labels, placeholders, and required settings without leaving the form design experience.
Multi-Page Forms
The Form Builder supports multi-page forms, allowing large or complex forms to be organized into logical pages. This structure improves both form creation and completion by breaking content into manageable sections. Page-level logic is supported, enabling conditional visibility based on form rules. Multi-page forms function consistently across all form entry points and maintain full compatibility with existing single-page forms.
Forms can contain multiple pages, with all fields initially placed on the first page by default. Additional pages can be inserted above or below existing pages as needed. Tracker fields can appear on only one page, while form-only fields remain available in the left panel and can be reused across multiple pages. Fields can be dragged between pages or returned to the left panel, and there is no limit to the number of pages that can be created.
Each page supports page-level actions that allow creators to reorder pages using drag and drop, edit the page title and description, or remove a page entirely. When a page is deleted, tracker fields are returned to the left panel for reuse, while form-only fields on that page are permanently removed. Page numbering adjusts automatically to reflect the current order.
Creating Fields Directly in the Form Designer
The Form Builder allows new fields to be created directly within the form design experience without navigating to the tracker separately. Field creation uses the same Add Field dialog available in the tracker, ensuring a consistent configuration experience.
All field types except Auto Number are supported. Newly created fields are added to the bottom of the form layout and simultaneously added as the last column in the tracker’s primary table, keeping form design and tracker structure in sync.
Form-Only Fields
The Form Builder includes form-only fields that enhance layout and interaction without storing data in the tracker. These fields include Description, Divider, and Action Button elements.
Divider fields provide a visual separation between groups of related fields, helping organize content without requiring additional pages. Multiple dividers can be placed anywhere in the form and repositioned using drag and drop, and they do not require labels or configuration.
Action Button fields enable custom call-to-action buttons within the form layout. These buttons support configurable text, color, size, position, and a required link destination, allowing form creators to guide users to external resources or follow-up actions directly from the form.
Form-only fields are not stored in the tracker and can be added multiple times across a single page or across multiple pages. They can be positioned freely and reordered as needed. Visibility rules can be applied to show or hide these fields dynamically, although they cannot be used as conditions within rule logic.
Save Draft and Resume Later
The Form Builder supports saving in-progress form responses as drafts, allowing users to exit a form and resume later without losing entered data. When a user attempts to close a form before submission, a confirmation prompt provides the option to save progress as a draft or exit without saving.
Each user can have one draft per form at any given time, and saving a new draft replaces any existing one.
Drafts retain all entered values and synchronize across web and mobile experiences. When a draft exists, the form displays an indicator in grid, list, and card views. Reopening the same form from any entry point automatically loads the saved draft with all values prefilled, taking priority over a blank form.
Users can reset a form when a draft exists, which clears all entered data and removes the saved draft.
A dedicated My Drafts filter within the Forms & Trackers module provides visibility into all forms with saved drafts for the logged-in user. Submitting a form removes the associated draft, and subsequent form openings always start with a blank state.
Preferences
The Preferences step controls the visual presentation of the form, the behavior of the submit action, and how responses are handled after submission. Settings are organized into clear sections to make configuration straightforward and predictable.
Design preferences determine whether theme colors and a logo or image are displayed, as well as where the form header content appears in relation to the fields. The header content position setting controls whether the form title, description, and optional image are shown above the form or aligned to the left of the form layout.
The recommended size for the header image is: 600 x 200px
Submit Button settings allow customization of the button text, color, size, and placement, with a preview reflecting the selected configuration.
On Form Submission, administrators can display a confirmation message to acknowledge successful submission and optionally redirect users to another URL.
Submission Settings define automated responses, the sender identity for those responses, and limits on how frequently a user can submit the form.
Together, these options ensure forms not only look consistent but also behave correctly within broader business workflows.
Once satisfied, click the Save & Exit button.
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