1. Log into Dynamic Forms by clicking the below URL and CASing in using your NetID and Password.
2. Select your Organization’s Sandbox by clicking Filters and click Apply.
To view further details pertaining to accessing your Organization visit Accessing your Organization.
3. To start building a new form, click Add New Form.
To view further details pertaining to Adding a New Form and requirements related to Forms, visit Add a New Form.
4. Enter your new forms name (can be modified later) and corresponding organization then click Add New Template.
5. Click Start Designing (under pages) to begin creating your new form’s first page.
To configure your form level setting visit Form Level Settings.
6. Under the Add Item tab (circled in green below), you can now begin dragging and dropping Form Items into the Form Designing space (circled in yellow below).
When you drag and drop a Form Items into the Designing space, it will highlight the area gray to show you where you are dropping the Form Item.
Go to Best Practices to learn about Form Requirements, Guidelines and Tips while building a Form.
See Form Items (Designer Resources > Form Items) for details around each Form Item, their configuration settings and advanced settings. Check out the following features under Form Items:
Check out other Designer Resources for further details on how to configure features and to view other helpful information related to Dynamic Forms:
Questions? Contact Dynamic Forms ITS Team by emailing DynamicForms.ITS@yale.edu