To continue building your new form by adding text boxes, check boxes, pull-down menus, etc., follow these steps:

(If you have not yet set up your new form, click Previous to get to Step one in these instructions.)

Note: New forms can be added only by users who have Administrator privileges for the Web Forms application. These privileges are set up by the system administrator. See Set Up the Administrator Group for a step-by-step guide on how to give users Web Forms Administrator rights.

1. From the Form Item Setting box, click Add.

   The Add Form Item window appears.

2. From the Data Type drop-down menu, specify the type of item you want to create. Then, click Next.

   The following are explanations of each item:

   Text (String): Creates a one-line text field.

   • Add Item Name.
   • Add the number of characters to display.
   • Add a comment if you want text to appear below the field.
   • Check required if you want the field to be a required field in the form.
   • Click List the item next to the previous one .... to format your field in the form.
   • Click Add.

   Memo (Multiple Lines): Creates a multiple line text field.

   • Add Item Name.
   • Add the size of the text field.
   • Add a comment if you want text to appear below the field.
   • Check required if you want the field to be a required field in the form.
   • Click List the item next to the previous one .... to format your field in the form.
   • Click Add.

   Number: Creates a field for numbers, which can be used in auto calculation, arithmetic operation, or sum fields later in the form.

   • Add Item Name.
   • Add the default value to appear in the field.
   • Add the unit to be displayed next to the number (such as $).
   • Add a comment if you want text to appear below the field.
   • Check right-aligned if you want the field to appear lined up on the right side of the form.
   • Check required if you want the field to be a required field in the form.
   • Click List the item next to the previous one .... to format your field in the form.
   • Click Add.

   Date: Creates pull-downs for day, month and year.

   • Add Item Name.
   • Add the default value of the date.
   • Add a comment if you want text to appear below the field.
   • Check required if you want the field to be a required field in the form.
   • Click List the item next to the previous one .... to format your field in the form.
   • Click Add.

   Check Box: Creates a check box.

   • Add Item Name.
   • Set default value as checked or not checked.
   • Add a comment if you want text to appear below the field.
   • Click List the item next to the previous one .... to format your field in the form.
   • Click Add.

   Radio Button: Creates a list of items radio buttons.

   • Add Item Name.
   • Add the values in the radio button list.
   • Add a comment if you want text to appear below the field.
   • Click List the item next to the previous one .... to format your field in the form.
   • Click Add.

   Pull-down Menu: Creates a drop-down menu of items.

   • Add Item Name.
   • Add the values to appear in the pull-down list.
   • Add a comment if you want text to appear below the field.
   • Check required if you want the field to be a required field in the form.
   • Click List the item next to the previous one .... to format your field in the form.
   • Click Add.

   Attachment: Creates the capability to attach files. You can create one attachment capability per line.

   • Add Item Name.
   • Add a comment if you want text to appear below the field.
   • Check required if you want the field to be a required field in the form.
   • Click List the item next to the previous one .... to format your field in the form.
   • Click Add.

   Auto Calculation: Allows you to set the functionality to calculate numbered items automatically.

   • Add Item Name.
   • Add the unit to display (i.e. $).
   • Add a comment if you want text to appear below the field.
   • Arithmetic Operations: Allows you to select a numbered item or an auto-calculation item and perform an arithmetic operation (i.e. +, -, x, /). You cannot select this if you have not previously selected a number or an auto-calculation item. Choose a field from the pull-down menus or enter a constant number for the calculations.
   • Sum: Allows you to select numbered items to be calculated for a sum. Select number fields and click Add to include the numbers in the Sum.
   • Click Right-Aligned to line up calculations on the right side of your form.
   • Click Hide Calculation... to show only the results of the calculation.
   • Click List the item next to the previous one .... to format your field in the form.
   • Click Add.

3. Repeat adding form items until your form is complete.

4. To view your form as it is created, click Form Preview on the Form Item Setting page.

   Click Back to Form Information to continue adding fields or to complete your form.

5. When you have created all your form items, add your Path Options to set the form routing path. When users submit the form, it will be routed based on the path you select.

   • To add a title only, click on a title in the Path Options and click Add.
   • To add routing to multiple people (set in the order created), choose multiple titles from the Path Options.
   • To associate specific names to the titles, so that users would always route the form to the same person, click Default User Options.
   • Use the Group pull-down menu to find the user who you want to associate with the title.
   • Click enter to associate a name with the title.
   • Click Back.

6. When you are completely done creating form items, you have chosen your application path setting, and you have previewed your form and you are satisfied with the functionality and formatting, your form is complete. Click Back.