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Add, edit, or remove a dynamic form

For more information, see Dynamic forms.

Add a dynamic form

  1. Go to Self Service > Forms.

  2. Click Add Form.

  3. Enter a Form Name.

    For this example, we'll name our form Weather report.

    2022-07-14_12-17-13.jpg

  4. Click Add Form Element for the various form elements to add them to your form.

    For this example, we'll add a Dropdown element.

    2022-07-14_12-26-04.png

  5. Click Edit Form Element to configure an element that you've added to your form. See the Form element settings reference for a list of element settings.

    For this example, we'll configure our dropdown element as follows:

    • Label: Temperature unit

    • Required: Yes

    • Form Key: tempUnitDropdown

    Additionally, we'll remove its default Values, because we'll be programmatically populating its values using a static data source in the Add a static data source article.

    2022-06-01_13-19-48.png

  6. Click Update Field to save your changes.

    2022-07-14_12-37-22.png

  7. To allow additional steps (pages) in your form, enable the Multistep Form toggle.

    For this example, we'll do so.

    2022-07-14_12-37-54.jpg

  8. Click Add Step to add an additional step to your form.

    We'll do so, then click Step 2 to view & edit the newly added step.

    2022-07-14_12-38-50.jpg

  9. For this example, we'll add a Multi Checkbox element to Step 2, and leave its default configuration.

    2023-08-08_12-32-12.jpg

  10. Click Save.

Continue with the following tutorials, to learn how to populate form elements using data sources:

After you've completed those tutorials, also see the Add a PowerShell script to a delegated form tutorial, in which we'll use our form to gather input for a weather API query.

Edit a dynamic form

  1. Go to Self Service > Forms.

  2. For the relevant dynamic form, click Edit.

  3. Continue by following the instructions in Add a dynamic form.

Remove a dynamic form

  1. Go to Self Service > Forms.

  2. For the relevant dynamic form, click Delete.

  3. To confirm, click Delete.

In this section: