Forms designer overview

This topic provides an overview of the Nintex Forms designer.

The Nintex Forms designer lets you create customized forms within your SharePoint environment quickly and easily. Forms can be consumed on most common mobile devices such as Smart Phones, Windows Phones, iPhones, Androids and iPads. Nintex offers two Forms designers:

  • The Responsive Forms Designer allows you to create forms that automatically adapt to the device they are displayed on.
  • The Classic Forms Designer allows you to create pixel-perfect forms using layouts to control how the form appears on each device.

Once a form has been designed, the Forms designer automatically generates the form on other devices. You can also publish the form to the cloud with one click. For more information, see Save and publish forms.

Note: Your administrator may have configured your forms experience to use a single designer only.

The Forms designer contains ribbons at the top, a Form controls toolbox on the left, and Controls in Use and Rules pane on the right. The designer canvas is in the center.

The Form Controls toolbox

See Forms controls toolbox.

Resize the toolbox

  • To resize the panel: Click and drag on the expander bar on the inside edge of the toolbox.

Add controls to the design canvas in the Responsive Forms Designer

To begin designing a form, add controls to the canvas and configure each control.

  • Drag a control from the toolbox and drop it into position onto the design canvas.

Add controls to the design canvas in the Classic Forms Designer

To begin designing a form, add controls to the canvas and configure each control.

  • Drag a control from the toolbox and drop it into position onto the design canvas.

OR

  • Right-click on the design canvas, select Insert Control and select the required control from the list. 

Considerations:

  • The Insert Control option is only available if the mouse is over an area which is free of other controls.
  • Use the arrow keys to reposition a control once it is on the design canvas.

Select Controls

Select any control on the canvas by left-clicking with the mouse on it.

To select multiple controls:

  • Hold down the CTRL button and left-click with the mouse to select additional controls
  • Click and drag to highlight all controls within the area

Configure controls

See Configure controls.

Controls In Use pane

See Controls In Use pane and Identify controls in use.

Note: This feature is available in the Classic Forms Designer only.

Rules pane

See Rules pane.

Design Ribbon

See Forms designer ribbon.

Related information

Responsive and classic forms designers

Controls

Print to PDF

Form and layout settings

Save and publish forms