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      Creating Your First Form

      How to get started building your first form in FormsPro

      This procedure takes you through the steps to build your first form. It is a simple form, with nothing too fancy so that you can get acquainted with the different elements of the form.

      1. Click + New Form in the top left corner of the Form Designer.
      2. The Select Form Type page appears. 
      3. Click the Advanced form icon, then click Create to open the Form Designer.
      4. Enter a name for your form in the Form Name field and select a folder to save the form in.
      5. Add items to your form from the inputs, containers, etc. on the right side of the Form Designer. You can either click on the item or drag and drop the item onto your form.
      6. Once a field is on a form, you can edit it by clicking edit to the right side of the field. For example, let's make some changes to the Header field. Click to open the Edit Header window. Enter a label name for the header, such as "First Form Information."
      7. Click the Styles tab. Select Large from the Label Size drop-down list. Click the B (bold) and the I (italic). Then click  and select blue. Then mark the Use Label Color as Background Color option. Click OK to save your changes.
      8. Notice how the changes you made in the Edit Header window appear in the Form Designer:
      9. Edit the rest of the fields on the form, as you want.
      10. Save your changes made to the form by clicking (Save) in the top right corner of the Form Designer's toolbar.
      11. As you build a form, you can see how it looks by clicking (Preview) on the toolbar.
      12. A form is not visible on the app until it is published. To publish a form, slide the  toggle to the right, then click (Save).
      13. Now you need to assign a role to the form. Users will not see published forms unless they are assigned a role that matches one of the roles assigned to the form. Click (Roles) on the toolbar to open the Assign Roles window.
      14. Mark the role you want to assign to the form, then click Save. 
      15. This form is now available to complete on a device.