Creating your first page

This is a quick start guide to get you up and running as quickly as possible. You will build out a simple Contact Us page with a few questions.

  1. In the main menu, click XForms Pro > Page Templates. This opens the page template list, which gives an overview of all pages available on your server. As we want to create one, click Create Page Template.

    For more information on the page template list see Managing pages.

  2. You're now in the page builder. The first thing you need to do is name the page. Type 'Reason to contact us' into the Title field.

    Now click Proceed to close the popover.

  3. Our page is going to have 3 questions on it; Name, Email and Reason for contact. To add a question to the page you need to Click, Hold and Drag the page element from the left hand panel to the drop area on the right hand side.

    Let's add a 'Text field' question to capture the name. Click on Text Field, hold the left mouse button down and drag the page element to the drop area on the right hand side and then let go of the mouse button. When you let go of the mouse button the left hand panel will change to reveal the settings for the page element. Each page element has different settings.

    For more information on the different page elements see Page elements.

  4. In the left hand panel, enter 'Name' into the 'Question text' field.

    We're also going to set some validation to the question, click the toggle next to Validation to enable the drop down of validation routines. Here you can see the different validation options a question can have. The first validation in the list is 'Alphabetic' which seems a sensible choice for our 'Name' question, so leave it set to the that.

    We'll also want our customer to provide an answer to this question so we know how to address them when we contact them back. To make the question required, click the 'Required' toggle. As with other toggles it will go green when enabled.

    Now click 'Add Question' to add the question to the page. You'll see a preview of the question in the page.

  5. Now add a second Text Field in the same way as you did in the previous step but this time enter 'Email' into the question text field and set the validation to Email Address and also make this question required. Click Save to add the question to the page.

  6. For our third question we're going to add a Text Area. Enter 'Reason for contact' in the question text field and make the question required. Click Save.

You've now built a simple page with three questions. Carry on experimenting with other elements, or add some instructions.

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