Web Forms manual

8. Add New Forms

Web Forms administrators can add custom online forms to be used by all users in your company. This tool allows you to create forms without any programming or HTML skills. Once forms are created, they can be filled out by any user, and routed to the appropriate users for approval.

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

If you have Web Forms Manager privileges, add a new form following these steps:

  1. From the Home Page, click Web Forms on the Share360 menu.

    The Web Forms window appears.

  2. Click Manager Options.

    The Web Forms Manager Options Menu window appears.

  3. Click Add, Edit, and Delete Forms.

    The Add, Edit, and Delete Forms window appears.

  4. Click Add.

    The Add Form window appears.

  5. Enter a form name.

    From the Form Category drop-down menu, select a category, if needed.

    In the Description field, enter a description, if needed.

  6. When done, click Add.

  7. To Set up Form Items to continue building your form click here.


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