Rival Help CenterWorkflow
Help CenterWorkflowFormsForms LibrarySmart Forms

Create a self-service Form

  1. From the navigation bar, click Administration>Forms. The Forms Administration page opens.
  2. Click the Forms tab.
  3. Click +NEW Form.
  4. Enter a Form name.
  5. Enter a description for the Form.
  6. Drag an element to the Form.
  7. Click Expand to show all the element properties.
  8. Click pencil icon. The element opens in edit mode.
  9. Complete the element properties.
  10. Click Save.
  11. Repeat steps 5 through 9 for each element you want to add to the Form.
  12. (Optional) Click Preview to see how the Form will look.
  13. Click Save Form.

    Note: Saving a form does not make it available for selection in a task. You must publish it for it. To publish, click Publish Form. You can also publish by clicking the check mark icon beside the form on the Forms page.