Steps to create a form #
Create a New Form #
Load the Form Builder #
Navigate to the form builder by clicking the “Database” on the left side menu. Then when you have the database page open you will see a link to “Forms” on the top of your page, please click that. (See the image below)
Drag & Drop to Create Your Form #
Drag and drop elements on the form builder to add elements
Video guideline on basic form design
Save Your Form #
Please, click on the ‘Save’ button after completing the design.
Steps to create a flow #
Create a flow #
Load the flow builder #
Navigate to the flow builder by clicking the “Flows” on the left side menu. Then when you have the flow page open you will see a link to “Flows” on the top of your page, please click that. Click on the ‘Create Flow’ button.
Select the flow option #
The system will pop up a message box, and you will have to select the second option, 'Form Submission'.
Select the form #
After selecting that option, the system will display the list of all available forms under your account and you can select your desired form.
After selecting your form, please click on the ‘Select’ button to start building the flow.
Drag & Drop to Create Your Flow #
Drag and drop elements on the flow builder to add steps
Video guideline on automation flow
Save the flow #
After completing the design works, please click on the ‘Save’ button
Publish the flow #
The system will allow you to set a name for the flow and publish the flow.
