1. Accessing form creation
As soon as you have finished creating your Kizeo Forms account, you are automatically taken to the form creation page. You can also access it from the Forms menu.
You can choose between Create a new personalised form and Choose a sample template from the library. Our team offers form templates sorted by sector, trade or form type. These are simple examples of what you can create.
⚠️ Important
The library templates are an advanced base of forms that you can adapt to your needs.
2. Form design
The design page is used to build your form: you name it, then you add the fields that your users will have to fill in.
2.1. Naming the form
Enter the name of the form in the Form field, at the top of the page. The counter below the field shows the number of characters used, out of a maximum of 150.
2.2. Adding fields
The page is divided into two parts. The left part represents your form. The right part offers the different types of fields, for example Input field, Text Area, Date & Time or Photo.
To insert a field, drag it into the left frame or click the type you want. It is then placed below the fields already present.
2.3. Renaming and configuring a field
You can rename a field when you insert it or afterwards. Click the pencil icon on each field of the form. A window opens with the tabs Features, Visibility, Display, Advanced and Help. In the Features tab, edit the Title, then click Confirm.
The field identifier is displayed in the Help tab, on the Element identifier line. The Item tag line displays the tag of the field. It consists of the field identifier, preceded and followed by ##, for example ##date_intervention##. This tag is used to prepare a custom Word or Excel export template, and in email scenarios.
ℹ️ Note
The Element identifier can be edited until the form is saved.
2.4. Making an entry required
Click the star to the right of the field name. You can also tick the Entry required box in the Features tab.
2.5. Duplicating or deleting fields
The Copy icon on each field lets you duplicate the field. The Duplicate button below the form lets you duplicate several fields at once.
The Delete (trash can) icon on each field lets you delete the field. The Delete button below the form lets you delete several fields at once.
2.6. Saving and exiting
Click the Save button to save your changes and stay on the page. To leave the form, click the Quit button.
3. Editing the form
You can edit your form at any time.
Go to the Forms menu, then click My forms. Click the Modify button to open the form design page.
