PlatoForms User Guide
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  • Form Builder

    Creating an Online Form for an Existing PDF

  • Custom Domain

    With Builder you can build three types of forms: online web forms, online PDF forms, and master forms.

  • Master Form Builder

    you will arrive at the Form Builder. On the form Builder, there are three main sections:

Preview web PDF form

You can check your web PDF form’s appearance and functionality before publishing. This helps you make any necessary adjustments to ensure your form is perfect when it goes live.

Preview your form

To preview your form:

  • In the new form builder:

    Click the Preview & Design button in the top left.

    Preview online form

  • In the old form builder:

    Click the Preview Form button in the top left.

    Preview online form

In the form previewer, you can view your form in its final state. This enables you to fill out fields, submit responses, and test the form’s functionality just as if it were live.

Form validation

Form validation is crucial to verify user input accuracy. By default, the Form Validation Enabled button is on during the preview phase.

Validation

  • When Form Validation Enabled is on: You can preview the form with validation constraints. Be aware that enabling it might occasionally cause preview issues.

  • When Form Validation Enabled is off: You can preview the form without validation constraints. This simplifies assessing layout and functionality.

Add and preview sample data

Using sample data during the form-building process helps you fine-tune the presentation and layout of your form, ensuring it meets your requirements before you publish it.

To add and preview sample data in your form, follow these steps:

  • In the new form builder:

    1. Hover over the field you want to add sample data.

    2. Click the Field Label or Field ID to open its attributes panel.

      Field id and label

    3. Scroll down the field attributes panel, and enter the sample data under the Preview section.

      Field id and label

    4. After entering in all your sample data, click Preview & Design to open the preview page.

    5. On the preview page, click Fill Sample Data, and the fields will automatically populate with your sample data.

  • In the old form builder:

    1. Hover over the field you want to add sample data.

    2. Click the Edit button to open the field attributes panel.

      Edit Attributes

    3. Scroll down the field attributes panel, and enter the sample data under the Field Label.

      Fill Sample Data

    4. After entering in all your sample data, click Preview Form to open the preview page.

    5. On the preview page, click Fill Sample Data, and the fields will automatically populate with your sample data.

      Preview Sample Data

Note

Sample data cannot be included for Field Upload, Photo, Video, Embed, Decorative Image, and Stripe Payment fields. Thus, to preview how these fields will appear in the form, you can manually upload files or photos after entering the preview mode.

View created PDF

On the preview page, you can complete and submit the form. After submission, you will receive a prompt confirming that “Your form has been submitted successfully.” Additionally, you’ll notice the View Created PDF button in the top right corner. Clicking this button allows you to preview the PDF version of the form you’ve just submitted.

View created PDF

Sample and default selections

There are two important options to consider for Choice and Dropdown fields:

  • Sample options: When you preview the form and use the “Fill Sample Data” feature, the selected option(s) on the preview page represent the sample selection. For example, if you have options like “Weekly” and “Monthly” set as sample selection, clicking “Fill Sample Data” will pre-select both “Weekly” and “Monthly” options.

  • Default options: The default selection is the option that is automatically chosen when the form is initially loaded or opened. It is independent of the sample data and represents the pre-selected option without any user interaction.

    Sample and default selection

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