Form Builder App

Manage Existing Forms

1. Click the ellipsis  on the Form you would like to manage.
   
   

2. Select Edit, Duplicate, or Delete.
    

   Note: If you choose to edit a form, previous responses to the form are not changed. 

   • Any changes made to a new copy of a form are not reflected in older versions.

   • Deleting a form is a permanent action and is not reversible.

    

Create a New Form

To create a new form,

1. Under the Forms tab, click Create New Form. 

2. Fill out the following basic information for the new form:

   
    
   
   Form Basic Information

   Field	Description
   Name/Description	The name and description for the form
   Tags	Terms related to the form. Adding tags allows you to quickly find the form through the search functionality.
   Groups	Any Domo group(s) who should be able to view and submit the form. Leave this field empty if the form should be globally available.  Note: Currently, only Domo Groups can be added to a Form. If there is an individual you would like to share a Form with, they will first need to be added to a specific Group.
   Response Type	Restricts the number and type of responses that users can submit.  One response per user: Each user may only submit one response. Once a user has submitted a response, the form will no longer be listed in their available forms. Note: If a user has permission to edit the form it will still be listed in their available forms, but they will no longer be able to submit a response. Multiple responses per user: Each user may submit multiple responses. Crowdsourced (collaborative): Multiple users contribute to a single response.

    

3. Next, add a section to the form by clicking  Add Section. 
   
   
   
   Section Types
   
   Standard: Allows you to create a section that contains any of the following Field Types.
   
   Table: Allows you to create a section that contains a table for users to fill in based on options from a dropdown.

4. Name the section.
   
   

5. Then, select the type of field you would like to add to your section...

   Note: Multiple inputs can be added to a section. Each section of the form will be displayed as its own page. 

   
   
   
   Field Types

   Icon	Field	Description	Example
   	Title and Description	Add a title and description to your section. This does not replace the section title; it is information and has no user interaction.
   	Text Question	Add a text question to your section. Text questions can be multi-line or single-line response questions.
   	Dropdown Selection	Create a dropdown of options a user can select from. You can customize the order in which items appear in the list and allow for multi-select.
   	Date Select	Add a date select field for a user to give a specific date or a date range as an answer.
   	Add Image	Allow users to upload their own images.
   	Lookup Question	Allow users to choose a column from a table card to pull values from to populate the dropdown selection values.

   
   If you added a table section, select the table card and columns you wish to add.

    

6. When the form is complete, click Save and then click Back.
   
    

7. The form will now be listed in your available forms.

Manage Existing Templates

1. Click the ellipsis  on the Template you would like to manage.
   
   

2. Select Create Form, Edit, Duplicate, or Delete.

   Note: If you choose to edit a template, any forms generated from the template before it was changed are not affected. If the changes need to cascade to the forms generated from the template, they must be completed individually. 

   • Any changes made to a new copy of a template are not reflected in older versions.

   • Deleting a template is a permanent action and is not reversible.

    

Create a New Template

To create a new template,

1. Under the Templates tab, click Create New Template. 

2. Fill out the following basic information for the new template:
   
   
   
   For more information on these fields, see Form Basic Information. 

3. Next, add a section to the template by clicking  Add Section. 
   
   

4. Name the section.
   
   

5. Then, select the type of field you would like to add to your section.

   Note: Multiple inputs can be added to a section. Each section of the template will be displayed as its own page. 

   
   
   
   For more information on the different fields you can add, see Field Types. 

6. When the template is complete, click Save and then click Back.

7. The template will now be listed in your available templates.