Customize your form for an app in Creator Studio

Forms help people ask for things they need, such as a new keyboard or permission to take time off. The default form that's added when you create an app in Creator Studio needs some changes to fit your needs. For example, you must add question labels to gather information about the request.

Before you begin

To customize a form, you must be given permission to work on the app.

About this task

You can add additional forms to your application if you need them. Additional forms are stored in the app's same table. No need to worry about those tables right now, but if you want to know how to add more forms besides the form that was generated when the app was created, check out Add more forms to an app in Creator Studio.

Summary: After finishing the following steps, you’ll know how to:

• Open the form that was automatically generated when the app was created.
• Add questions and images to the form.
• Arrange the questions and images that you added.

Let's open a form and customize it.

Note: For example, you can create a form that people use to register for a company event, with questions like dietary preference and accessibility needs.

Procedure

1. Let's head over to All > App Engine > Creator Studio.

   All the apps built in Creator Studio appear on the home page.

2. Open the application that contains the form you want to customize.

3. Select the form you want to customize in the navigation panel.

   Note: If your app has a lot of forms, you can use the search box in the navigation panel to search for a specific form.

1. Select the Edit button if you want to work on a form that's already been published.

1. Let’s customize the form by doing one or more of the following optional steps.

   1. Add or modify the image that appears on your form by selecting the add image icon (

2.  Change the form’s title, short description, and other text by selecting those parts of the form and typing in your changes.

    You can enhance how the longer **Description** appears using rich text, such as font changes and sizing.

1. Next, add questions to the form your fulfiller needs to evaluate the request. To add and customize a question, complete the following steps.

   1. Add another question by dragging the type of question you want from the Form elements panel onto the form, dropping it on the canvas where you’d like it.

      You can also add questions by selecting the add icon (+) that appears when you click on an existing question on the form. If you're adding a pre-configured Question set, you must select the question set from the modal that appears when you drag it onto the form.

      For a description of question types and how they're used, see Available question types in Creator Studio.

   2. Select the question.

      When you select a question, it's highlighted on the form so you know what you're working on.

   3. In the Configurations tab of the Question details panel, specify information about the question you added, such as a label for what the question is asking and whether it must be answered for the requester to submit the form.

      The details vary by question type. For example, if you add a Dropdown question, you must supply the options to choose from.

4.  Make the form's appearance change based on how users answer questions by adding [dynamic behavior](creator-studio-glossary.md) to it on the **Behaviors** tab.

    For example, if a user says they want a T-shirt for an event they're attending, you can make a **T-shirt size** field required. Get the details on adding dynamic in [Make a form change based on responses in Creator Studio](creator-studio-dynamic-behavior.md).

5.  Automatically populate a question's answer based on the answer to another question on the form \(record choices questions only\) by selecting the **Add auto-fill** option.

    For example, a form can enable someone to select a user for the **Choose the gift box recipient** field, which retrieves its values from the User table. An additional **Preferred name** field can be automatically populated from the **First name** field of the User table selection, but then edited if someone prefers a nickname.

    The **Add auto-fill** option is available only if the form has a record choices question on it. You must also complete the following fields:

6.  Select **Save and close** when you finish modifying the question.

7.  Revise or add more questions to the form using this procedure. To change a question type, select the question and then select the new question type in the **Content type** field of the Question details panel. Selecting a new type may introduce new values you must supply.

    Keep these specifications in mind as you create your questions:

    -   You can't change an existing question into a question set. To include a question set on a form, you must newly add it to the form.
    -   If you put two checkbox questions side-by-side on a form, they make a section. You can't add other types of questions to that section.

    For more information, see [Layout options for forms in Creator Studio](creator-studio-form-layout-options.md).

3.  Select **Save** in the Section details/Question details panel when you’re done revising the form’s layout.