# Create form

You first need to set up a form grid to create form components. Proceed as follows:

  1. Open the form designer.

    Form designer; 'Form' button

  2. Select Form.

    'Create new form' dialog box

    The Create new form dialog box opens.

    Optional: To create a form from a metadata form, select a metadata form from the Metadata drop-down menu.

  3. Enter the name of the new form in the Name field.

    The following rules apply for this:

    • The first character must be a letter.
    • No umlauts
    • No special characters
    • A minimum of one character
    • Maximum 21 characters

    Information

    Due to technical reasons, ELO converts uppercase letters to lowercase.

  4. Select OK.

The form appears in the Forms column. The entry Edit form header scripts appears under Components for. The basic data for the form is saved to ELO. You have now created the basic structure of the form.

You can add components to the new form. The type and arrangement of the components will depend on what you want to achieve with the form and respective workflow. The different components of a form are explained in the next section.

Components enable you to split a form into multiple parts. This way, you can control which parts of the form are displayed at which node and which parts can be edited.

Last updated: February 26, 2024 at 11:42 AM