Before You Begin
Before creating a form, consider the following:- The purpose of the form.
- The information you want users to provide.
- Where submitted responses should be stored.
- Whether an existing Qvista Data Table should be used or a new one should be created.
Creating a New Form
To create a new form:- Navigate to Forms from the Qvista navigation menu.
- Click Create Form.
- Enter a Form Name.
- (Optional) Add a Description.
- Select the destination where form responses will be stored.
- Choose either Qvista Data Table or External Source.
- Select an existing Data Table or create a new one if required.
- Save the form.
Configuring Form Information
Form Name
The Form Name identifies your form throughout the Forms module. Choose a clear and descriptive name so it can be easily recognized by you and other team members.Description
The Description provides additional context about the purpose of the form. Although optional, adding a description helps users understand the intended use of the form, especially when managing multiple forms.Choosing a Response Destination
Every form requires a destination where submitted responses will be stored.Qvista Data Table
Store responses directly within Qvista by selecting an existing Data Table or creating a new one during form creation. This option is recommended when you want to manage and organize submitted information within the platform.External Source
Send submitted responses directly to an External Source when your organization manages information through external applications, databases, or integrated business systems. Selecting the appropriate destination before building your form ensures responses are stored in the correct location.Building Your Form
Once the form has been created, you can begin designing it by adding questions and configuring each field according to your data collection requirements. Each field can be customized using the Field Settings panel.Field Label
Defines the name displayed to users for the field.Description
Provides additional instructions or guidance to help users understand what information should be entered.Field Type
Select the appropriate field type based on the information you want to collect.Placeholder
Display example text inside a field before users enter a value.Validation
Configure validation rules to help ensure submitted information meets your required format.Required Field
Mark important fields as required so users must complete them before submitting the form.Previewing Your Form
Before publishing, preview the form to verify its layout, field configuration, and overall user experience. Previewing your form helps identify any adjustments before it becomes available to users.Publishing Your Form
Once your form has been reviewed and all required fields have been configured, publish it to make the form available for use. Publishing finalizes the form and allows you to continue with the next stage of configuration.After Publishing Your Form
After publishing, Qvista displays a confirmation dialog that allows you to choose how you want to continue with your newly created form.Use Form Only
Choose Use Form Only if you want to start using and sharing the form immediately without any additional setup. This option is suitable when the form will be used independently without connecting it to additional Qvista components.Link to Datatable
Select Link to Datatable to connect the form with a Qvista Data Table. This allows submitted responses to be stored in a structured table, making the information easier to organize, manage, and use throughout the platform.Connect External Tool
Select Connect External Tool to integrate the form with an external application or third-party platform. Use this option when form responses need to be sent to another system as part of an existing business process.Continue or Skip
After selecting the appropriate option, click Continue to proceed. If you do not want to configure additional options immediately, click Skip for now. You can return and configure these options later whenever required.Best Practices
- Use clear and descriptive names for every form.
- Add descriptions to help identify the purpose of each form.
- Choose the correct response destination before building the form.
- Configure validation wherever data accuracy is important.
- Mark mandatory fields as required.
- Preview the form before publishing.
- Select the appropriate post-publishing option based on how the form will be used.