Formlets are a great way to make your forms more performant and reuse your work. Basic Formlets are the simplest version of formlets and are a sub-set of fields that can be added to one or many root forms.
Before We Start...
This tutorial will assume your understand the following concepts:
Let's Get Started!
From the Forms page, click the "Create Form" button to open the Create Form modal.
Once the Create Form modal appears, select Formlet from the Form Type list and provide a unique name and optionally a description that will help you and others know what the formlet is used for. Click "Create" to continue.
You should be immediately taken to the Editor page of the new formlet you just created. You can create new fields by using the "Create Field" button and following the prompts or you can add existing fields by toggling them on and/or dragging them onto the canvas. Publish your formlet when you are finished editing.
Publishing the formlet is critical because you cannot add a draft formlet to a root form.
Navigate to your root form.
You can use the FORM drop-down to easily navigate without leaving the Editor page.
Switch to the Formlets tab under Form Controls to see a list of published formlets.
To access a formlet from a root form the root form must be published. A root form will always reference the published version of the formlet on the Canvas, in Preview, and on end-user forms (such as launch and view).
Add the formlet directly to a tab on a root form by dragging it onto the canvas.
Click on the Formlet to open the Design properties. Give your formlet the Header of "Attachments". It will appear as gray text on the formlet.
When you toggle the 'Show formlets header' on, the header will now appear in black text to indicate that it will be visible to users.
Design properties are form specific and are not universal. In this example, the formlet header will be visible on this Root Form but will not necessarily be visible if the formlet is utilized on other forms.
If a formlet is removed from the canvas the Design properties will not be perserved.
You can see what your form looks like now by going to the Preview page. Publish the form if you are satisfied with the preview.
After publishing your form that consists of a root form and a basic formlet, go to the App Dashboard to check it out!
