How to setup a form

Go to the 'Forms' tab in the Configuration panel of the admin platform, and choose 'Add new form'.

Specify the name of the form, and then choose 'New Field'. 

In the Type-dropbox, you can choose between various form field types. In this example, it is a TextBox.

Add more form fields by clicking on 'New Field', or choose 'Create' to save the form.

Available form field types

Choose a field type from the drop down menu:'

Text box: User can enter free text in the field. 

Dropdown: User can choose from a dropdown that corresponds to a column in a datasource.

ComboBox: User can choose from a dropdown or enter free text.

CheckBox: User can check off a box.

Instructions: SuperAdmin can write User instructions before a form field.

Heading: SuperAdmin can setup headings in the form.

Date: User can pick a date from a date picker.

Form field options:

For each form field you have various options that are accessed by clicking the gear button.

Text fields in the user profile:

In the user profile there is an option to add a default value from the client AD if authentication method is set up to use SSO.

ComboBox

If choosing ComboBox, new fields will appear that have to be setup.