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Creating a New Adaptive Document Form

To create a new Adaptive Document Form, consider the following steps:

  1. Log into Adaptive Designer (tenant, site and environment). Click here to learn how to log into the Adaptive Designer.

  2. Click on the File menu.

  3. Select "New".

Image showing File options

A pop-up "Create a document" will appear on screen.

Image showing create a document popup with fields

You need to consider the following:

  1. Title - This is the name of the Adaptive Form. This is a text field, so you can enter any title that logically depicts your form's purpose.

  2. Type - Select Form in this dropdown field.

  3. Classification - This is a dropdown field with options as -

  • Draft - select this option to indicate that the form is being developed.
  • Published - this option indicates that the form is currently used in the site.
  • Archived - this option is selected when the form is no loner needed or used.

Image showing the three classification options

You may select the one that best suits your classification of form; however, "Draft" is the most used classification.

Please note

The classifications are like labels for the ease of organisation only. They do not impact the functionality of the form.

  1. Description - You can describe the objective of the form here. It would help for future references.

  2. Post filling all the data, you can click on "Confirm".

The Adaptive Form Canvas will open. Your title will now appear on the top left area of the form canvas. Image showing Adaptive Document Form created

Please note

If you click "Close" on the popup "Create a document", all the data in the fields will be lost and the popup will close.