Paper forms are popular because anyone with basic computer skills can whip one up in no time and print it out. Web forms, however, tend to require programming knowledge.
Several industries, including government and higher education, want to meet the growing demand for online forms, but there isn’t always a fast, easy way to do so.
In this video, we’ll show you how to build a web form—without touching or writing a single line of code. Using a travel request form as an example, Jason, one of our presales engineers, demonstrates how to customize fields, answer choices and even color palettes with Laserfiche Forms.
Can’t view or listen to the video? Here’s a transcript:
Hey there. I’m Jason, one of the Presales gurus here at Laserfiche.
Laserfiche Forms is one of my favorite tools because you don’t need to be a web programmer or know code to make a nice-looking, web-based form that your coworkers or customers can use.
It can be tempting to ask your IT staff or whomever is “the computer whiz” in your office for help with this kind of thing—and not to mention time-consuming if you’re the person actually doing the work! With Laserfiche Forms, anyone in your company can build and create an online form in a matter of minutes.
Here’s how it’s done.
First, log into the Laserfiche Forms dashboard with your Laserfiche user name and password.
From the “Manage Section,” you can add a new business process. This business process is simply a central place to keep the form you’re creating. You can name the business process anything you want, such as “Travel Request.”
The “New Form” button will actually create the form for the process you’ve chosen.
Clicking on the new form will bring up the Form Designer. You can easily change the form title to something like “Travel Request Form.”
From there, you can pick and choose many types of data fields for the form by simply dragging and dropping them across the screen. You can customize these fields to collect exact types of data you want, like “Name,” “Date,” and “Destination of Travel.”
You can even add in questions, like “Will a rental car be required?” and customize the answers choices in the editor. You can set it up so the answers will display in columns or in a side-by-side fashion.
Once you’ve added in the form fields, the “Style” section lets you change the look of your form in many different ways.
You can just go with one of the preset themes, like the Laserfiche theme, or you can create a more customized look for your form by selecting the “Basic” theme. You can change all sorts of things, like the form’s color, the form’s border and more.
The end result is a simple, functional online form that didn’t require one bit of HTML.
From here, you can publish your form to a website or internal server and set up an automated process to review information when someone fills out the form, but that’s a story for another day. I hope you enjoyed this quick tip!
Want to learn more about code-free web forms? Download the free guide, Quicker Better Safer: Laserfiche Forms.