Creating a Sequence

You can combine different Form Templates or Form Sections to create a Sequence. A Sequence can also include Rules. A Rule in Forms Builder enables you to automate different aspects of the Forms Builder workflow.

To Create a Sequence
  1. In Build mode, click the Forms & Rules tab. All existing Forms are displayed.

  2. Move the required Form to the Canvas. The text in the title bar of the Canvas changes to Sequence.

  3. Click to expand the Form and to view its Fields. The icon is displayed to the right of the name of the Form.

  4. Click Info icon: Click this icon to view Field Properties. to view the input properties and validation criteria of the required Field.

    Note

    The Default Value field in the Input tab is hidden for the Enrollments field.

  5. For more information about input properties and validation criteria, see Performing Other Operations with Fields.

  6. Repeat steps 2 through 4 to add multiple Forms to the Sequence.

  7. Click SAVE.  The Save As dialog box is displayed.

  8. Note

    If the Display Name is blank, it will be populated with the Element Save As name when you tab out of the Save As field. You can then change the default Display Name.

  9. Specify appropriate details in the dialog box.

  10. Click SAVE.

Notes

 

Related Topics

Building Forms and Sequences

Managing Sequences

Related Tasks

Deleting a Sequence

Editing an Element, Form, or Sequence

Modifying a Sequence

Viewing Sequence Properties

Publishing a Sequence

Reference

Forms Builder Process Flow