Form designer

The Form designer with drag and drop functionality allows you to create forms easily. You can design your form, divide your form into multiple sections, configure multi-page forms, and define the types of data your form captures by adding different form controls.

The form designer page consists of the toolbar, form controls toolbox, and designer canvas. Form controls can be selected from the toolbox and placed anywhere in the form designer canvas to design your form.

  • Toolbar: The toolbar is at the top of the form designer and includes options such as save, export, and import.

  • Form control toolbox: The toolbox is available on the left of the form designer and contains all the controls available to design your form.

  • Form designer canvas: This is the area the controls are placed to create the form. After selecting a form control from the toolbox, you can drag and drop it into the canvas area to begin configuration of the control. Controls can be repositioned by simply clicking and dragging them to their required position on the page to design the form layout you want.

See Nintex - Form for more information on starting a workflow with a form, and Assign a task on how to create form tasks.

Toolbar

The toolbar is at the top of the form designer and includes options such as save, export, and import.

Button

Description

Apply changes Click to save all your changes and close the form designer.

Cancel

Click to close the form designer. A dialog box appears to prompt that there are pending changes in the form and will be lost if you close the form designer.

  • Click Cancel to return to your form designer.
  • Click Continue to close the form designer without saving your changes.

Undo

Click to erase the last changes of your form.

Redo

Reapply the changes that were deleted using the Undo button.

Start with PDF

Opens the Intelligent PDF Forms Converter to convert a PDF form into a Nintex Form. For more information about the PDF form converter, see Create a form from a PDF.

Note: Only available if you have purchased the add-on for your subscription.

Import

Displays the Open dialog box to select a file for import.

Export

Initiates browser process to download the form to a local file.

Enabling users to save forms

The Save feature allows form designers to include the Save option in forms so that participants can save their forms and come back to it later. This is useful when filling out large forms.

Add a Save button to your form

  1. In the forms designer, click the Submit button.
  2. The Action panel is displayed.

  3. Turn on the Save toggle.

  4. The Save button is displayed on the canvas. By default, the button label is set to Save.

  5. If you want to change the button label, type a new button name in Save button text.

  6. For more information on the Save button, see Action panel.

    When a workflow is published, participants have the option to fill in part of the form, save it, and come back to continue from where they stopped at a later time.

    Note: To return to the saved form, participants can open My Nintex, and then navigate to the FormsDraft forms section, which displays a list of draft forms. Draft forms are forms, which have been saved but have not been submitted yet.

    For more information on draft forms, see Forms.

Form control toolbox

The form toolbox contains form controls and workflow objects that you can use to create your form. For more information, see Form toolbox

Forms