The following elements are shown in the Form Dashboard page:
- Create a new form button: Use this button to create new forms.
- Search field: Use this field to search for a particular existing form by name.
- Sort order: Use this picklist to change the order of how your forms are displayed in the dashboard. You can sort by name or by created date.
- Select All button: Use this to select all forms in the current page. You can do this for the purposes of bulk-deleting forms.
- Delete button: Use this to delete any forms you have selected in your list of forms.
- Form name: This text represents the name you've given each of your forms. You can change this name in the Form Settings area when editing your form.
- Objects: This area shows the objects your form will store data in, separated by primary object and optional related objects.
- Active toggle: Use this toggle to deactivate an active form or activate an inactive form. When you don't want your users to be able to access the form any further, simply deactive your form using this button.
- Draft indicator: This icon denotes that your form is in 'Draft' mode - that is, there are changes you've made to the form that you haven't yet published to the web.
- Edit icon: This button takes you to the form editor with the selected form’s details populated.
- Duplicate icon: This button allows you to make a copy of your form.
- Preview icon: This button allows you to preview your form in a new browser tab.
- Delete icon: This button will delete your form from the list of forms. Any forms that you have published to the web will no longer be available.
- Form Submissions button: This button will open a drawer that details all the submissions you've received to your forms so far and their statuses. We'll explore this in more detail later.
- Publish options button: This button will open a drawer that allows you to select from four different publishing options for distributing your form. We'll explore these options in more detail later.
Creating your first Form
As this is your first form, your form list will be empty to start. Simply click ‘Create Form’ to begin.
You will then be asked to enter a form name and pick from a list of standard and custom Salesforce objects available to you. You can scroll through the list to find the object you want, or just start typing the name of the object.
Once you select your primary object, you'll notice that a box appears just underneath the drop-down list labeled 'Add Related Object'. This button allows you to associate one or more related objects to your form.
For now, click ‘Create’ to start building your form.