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.
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Toolbar: The toolbar is at the top of the form designer and includes options such as save, export, and import.
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Form control toolbox: The toolbox is available on the left of the form designer and contains all the controls available to design your form.
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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.
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.
|
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
- In the forms designer, click the Submit button.
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Turn on the Save toggle.
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If you want to change the button label, type a new button name in Save button text.
The Action panel is displayed.
The Save button is displayed on the canvas. By default, the button label is set to Save.
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 Forms > Draft 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
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