Create New Form Builder
Maybe when you are having a conversation with a customer, you need to send the form to follow up on the request from the customer. For example, when a customer contacts an agent via live chat regarding a registration account request, in order to be able to follow up on the customer request, the agent needs to obtain customer data by sending the form registration.
Before sending the registration form to customers, you need to create the form by clicking the '+New Form' button at the top right corner of the Form Builder page, as shown below.
You will see the default page for creating a new form.
In the Designer tab, you can drag and drop objects to create a form based on the Types and Basic tabs. For example, if you want to create a form with fields for first name, last name, email, and phone number, you can drag the appropriate types into the designer area as shown in the image below.
If you want to configure the label name, field validation, or other settings, you can click the 'Configuration' icon (
) and a Single-Line Text pop-up will appear. You can modify the label name in the Label section, and to save the changes, simply click the 'Okay' button.
You can also configure settings such as minimum and maximum length, read-only fields, required fields, and more by clicking the ‘Schema’ button (
).
Once the form objects have been added, you can preview the form design directly in the View tab.
Or, if you need to add or edit the schema, options, or data in the field, you can click the Code tab.
In addition, in the upper right corner, you can also add javascript code to validate the form by clicking the 'Code' button.
If you want the fields in the form to be filled in automatically without manual input, you can go to the 'Autofill Values' tab. In this tab, you can add tagging as a form identifier, allowing the system to recognize and automatically populate the fields.
In the Predefined Values section, you can configure the fields that will be automatically populated and click the 'Add' button to save these values.
Once the values are saved, you can view the fields with the predefined values in the Preview tab.
To save the form that is currently working, click the 'save' button. Then, you will see form metadata, such as the images below.
Component Explanation:
Title
To specifies the name of a form.
Description
To give people an introduction to your form or provide them with special instructions, especially if you have multiple forms with the same title.
Type
In the type section, several options are available:
Sales = The form will appear on the Sales page, such as Deals and Leads.
Task Management = The form can be added to the Task page.
Service = The form will appear on the customer support page.
When the form metadata has been filled in, click the 'save' button and the form will be created and appear in the form builder list. After the form is created, you can edit the forms, configure e-mail settings, share the form, or delete forms.
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