This tutorial guides you through the steps to use the Form Builder tool to create a new form configuration for capturing material specification information.

Forms can be used in project workflows to capture direct input which the user enters using various types of form field. There are any number of uses for a form. Some examples include:

  • creating a generic component datasheet
  • capturing customer contact details in a consistent manner
  • maintaining a simple checklist to be signed off after an important Program meeting

By the end of the tutorial, you will have a form configuration for capturing a simple material specification, which you can later use in a project workflow.

Before you start this tutorial, log into the Program Management application and navigate to the Form Builder tool.

Step 1: Create a Form configuration

Click the CREATE FORM CONFIGURATION button to launch the dialog.

Enter a unique name for the form. No two form configurations can share the same name. Choose a meaningful name that will help you remember later what the form is used for, such as "Simple Material Specification".

Enter a description. The description can contain longer descriptive text to help explain the purpose for the form. For this example, you might write something like "Created for the Simple Material Specification tutorial".

Press CREATE to create the new form.

Step 2: Create Form Fields

To create a form configuration, you must create form fields and arrange them in the form editor page.

Create a Textbox field

Click the "+" button to create a new form field.

Click on the field (where it says "New field") to open the field editor dialog.

Edit the label to read "Material code".

Edit the type by picking "Textbox" as the type.

Click "OK". The form is saved automatically (but not yet published).

Create a Dropdown field

Click the "+" button below the form field to create a new form field in that position.

Click on the new field to open the field editor dialog for the new field.

Edit the label to read "Material type".

Edit the type of field to "Dropdown".

Click next to the number "1" in the dropdown item list that appears below the Label and Type inputs.

Type "ABS" and then press enter to create another dropdown item.

Type "Polycarbonate" for the next dropdown item, then press enter.

Type "POM" for the next dropdown item.

Click the OK button to save the field setup.

Create a Number field

Click the "+" button to create a new form field.

Change the label to "Tensile Strength (PSI)"

Change the type to "Number" then click OK to save the field setup.

Arrange the form

Now you have configured your form, experiment with dragging the field drag handles to re-order fields of the form.

Notice you can have two fields in the same row of the form. You can re-order an entire row by dragging the row drag handle.

Step 3: Preview and Publish your form

To preview your new form, click the PREVIEW button and experiment with filling out the fields of your form in the preview dialog.

The "version" of the form configuration is set to "v0". This means the form has not been published yet. The form will not be available to use in a workflow template until it is published. Click the PUBLISH button in the toolbar to publish the form and notice the version changes to v1. 

Congratulations! Your Material Specification form configuration is now published and ready to use as part of a project template.

Next up:

 2. Create a Project Template in the Project Designer Tool