Is your team working from home? Use Oorwin to get your remote work done Know more
Oorwin

Setup Custom Forms

Customize your Forms

Forms are one of the greatest data capture points for organizations, as they are mostly redirected from a call to action. Customization of forms is a very important feature to tweak the forms according to your requirements. Few of the most common created forms are registration forms, sign up forms etc. In this article let us understand how can you configure custom forms in Oorwin.

  • To edit a form, go to Settings -> click on Configurations -> choose Custom Forms.

Custom Forms - Setup Custom Forms - Oorwin

  • Choose the form you wish to edit, from the left hand side panel. Here, we will choose Jobs form.

Choose Forms - Setup Custom Forms - Oorwin

  • Once you choose the form, you will find options such as Add Section, Configure, Edit Section option as shown below.

Customization Forms - Setup Custom Forms - Oorwin

 

  • Let us start with Add Section. This section is used to add new sections in a form. You have to click on the Add Section button, mention the Section Name and Access Control who can  fill the form. Then click on Save.

Add Section Details - Setup Custom Forms - Oorwin

  • You can also edit section name by clicking on the Edit Section option. Once you click on the Edit Section option, you will see a pop up where you have to edit the section name and click on Save.

Edit Section - Setup Custom Forms - Oorwin

  • In every section, you can also add fields by clicking on Add Field. Here you have to mention the field type, field name, map the field to parsing field, mandatory field, manage the access control. Then, click on Create.

Add Fields - Setup Custom Forms - Oorwin

  • To configure form settings, you can click on Configure, add the field mapping and click on Save.

Form Settings - Setup Custom Forms - Oorwin

  •  Finally, to delete the fields, you can drag and drop the fields from the form sections to deleted fields section. You can also add the deleted fields back to the form again.

Deleted Fields - Setup Custom Forms - Oorwin

With this, we come to this article. If you are interested to know more about Oorwin’s products, take a product tour today or contact us on +91-8977801805 / USA: +1877-766-7946 to talk to our product advisors.