Form settings

  An administrator role is required. For information, see User roles.

Use the Form settings page to manage settings for your form. You can use the settings available to enable applying a custom CSS to forms, and to control who can access forms.

Custom CSS

The Custom CSS setting allows form designers to add a custom CSS to forms. When this setting is enabled, the advanced styles section is displayed in the Styles tab of Forms, giving form designers the ability to create custom styles and customize their forms as required.

You can add a CSS that is hosted in an external location or use the CSS editor to write custom styles in the code editor. The custom CSS that's applied to a form can be disabled whenever you want.

Important: Applying custom CSS styles involves acceptance of potential risks, such as incompatibility with future form upgrades, interfering or conflicting with accessibility of the Forms or Nintex‚Äôs platform, and is excluded from Nintex support services.

For information and instructions on adding a custom CSS to a form, see Add a custom CSS to your form.

Enable or disable custom CSS

  1. On the top navigation bar, click Settings.

  2. On the left menu, click Form settings.

  3. In the Custom CSS section, select the required setting:

    • Enable custom CSS: Enables form designers to add a custom CSS to their form. The Advanced styles section is displayed in the Styles tab of the form designer.

    • Disable custom CSS: Disables the custom CSS feature in forms and the Advanced styles section is not available in the Styles tab.

      Note: Forms that are already published with a custom CSS are not impacted.

  4. Click Save.

Form plugins

Form plugins allow you to add custom form controls to your form designs. You can create plugins to add new controls like star ratings or sliders, add alternative versions of native controls, visualize information in tables, charts, and generated images, provide workarounds and new functionality, or add complex solutions to your forms.

When a plugin is added in the Form plugins manager, it is added to the Form designer control toolbox. Form designers can then add the plugin to their form designs just like out-of-the-box form controls.

For more information on creating Form plugins, see the Form plugins software development kit.

Enable or disable Form plugins

  1. On the top navigation bar, click Settings.

  2. On the left menu, click Form settings.

  3. In the Form plugins section, select the required setting:

    • Disable creation of plugins: When disabled, plugins cannot be added to the tenant or to forms. Existing published forms that use plugins are not affected but cannot be edited or republished without removing the plugin controls.

    • Enable creation of plugins: When enabled, users with a Developer or Administrator role can add form plugins to the tenant. Designers can use these plugins in their form designs.

  4. Click Save.

Form access

Use the Form access setting to restrict unauthenticated users from accessing forms. When the check box is selected, only authenticated users of the tenant can access forms and they must log in with credentials for the Nintex Automation Cloud tenant to access the forms. The setting applies only to new start and task forms you configure in your workflows after you select and save this setting. Existing start or task forms that are configured to allow access to anyone with the URL are not affected with the change of this setting. All forms must be updated manually if you want to allow only authenticated users to access them. For instructions, see Update the configuration of existing forms.

When this check box is not selected, access to forms depends on how the start forms and task forms are configured.

Allow only authenticated users to access forms

  1. On the top navigation bar, click Settings.

  2. On the left menu, click Form settings.

  3. In the Form access section, select the Allow only authenticated users to access forms check box.

  4. Click Save.

When the Allow only authenticated users to access forms check box is selected, the Give form access to options in start forms and Assignee authentication toggle in task forms are removed from the configuration. Therefore, if you have existing start and task forms that are configured to allow access to anyone with the URL and want to change them to allow only authenticated users to access them, you must update them before you change the Form access setting.

Update the configuration of existing forms

To change the settings for existing forms, open the start forms and any Assign a task or Assign a task to multiple users actions in your workflows and update the configuration.

For instructions to: