Create your first form

You need an open form on the canvas before you add fields. You can create forms from the Forms tab or the main menu.

Before you begin

Open Designer

Example form open on the Designer canvas.Example form open on the Designer canvas.

Open the Designer provided by your team, or use the demo link above. If a sample form is already open, continue to the next step to start with an empty form.

Add a new form from the menu

Header menu open with Add a new form highlighted.Header menu open with Add a new form highlighted.
  1. Click the menu (hamburger) in the top-left.
  2. Choose Add a new form.
  3. Confirm the canvas clears or switches to a new empty screen.

Use the Forms tab (when enabled)

Forms tab for managing saved forms.Forms tab for managing saved forms.
  1. Open the Forms tab on the left.
  2. Click Add (or the equivalent control) to create a form.
  3. Select a form name in the list to open it on the canvas.

Check the result

  • An empty or newly named form on the canvas.
  • screen1 (or similar) as the root in the Tree tab.

Summary

You need an active form on the canvas before adding components. Menu and Forms tab both create or open forms. Storage features may vary by deployment.

See also