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Version: V12

How to Create Custom Forms in VIDIZMO

VIDIZMO's Custom Forms provides users with the flexibility to create tailored forms for a variety of use cases within the VIDIZMO Portal. Users can add a variety of form fields, customize their layout, and preview changes in real-time through a user-friendly interface.

Prerequisites​

To create custom forms, users must be a member of a group with the Manage Form Templates permission enabled.

Create a Custom Form​

  1. Select the navigation menu.
  2. Expand Admin.
  3. Select Portal Settings.
  4. Expand Library.
  5. Select Custom Forms.
  6. Select Add Custom Form.
  7. Configure the form details:
    • Title - Enter a name for your form
    • Description - Add an optional description for your form
  8. Add form fields:
    • Enter the label text for the field
    • Choose from the available input types (see Input Types section below)
    • Use the Is Required toggle to make the field mandatory or optional
    • Configure additional options based on the selected input type (e.g., Placeholder Text for Text Box)
  9. Manage fields as needed:
    • Select + Add New Field to add more fields
    • Select Copy to duplicate a field
    • Select Delete to remove a field
    • Use Drag to rearrange field order
  10. Select Preview to see a live view of how the form will appear to users.
  11. Select Save.

After saving, your form will be listed on the Custom Forms page. You can create and manage multiple forms from this central location.

Manage Custom Forms​

  • Edit - Modify an existing form
  • Preview - View the form as users will see it
  • Delete - Remove a form

Input Types and Configuration​

When creating a custom form, you can choose from various input types. Each input type has different configuration settings.

Text Box​

A simple text input field.

Extra Settings:

  • Placeholder Text - Text that appears inside the text box as a prompt for users

Preview: Displays a text box where users can type their information.

Date​

An input field that allows users to select a date from a calendar.

Extra Settings:

  • Placeholder Text - Text to inform users about the expected input

Preview: Displays a calendar interface for date selection.

A dropdown menu where users can select one option from multiple choices.

Extra Settings:

  • Placeholder Text - Placeholder text for the field
  • Options - List options separated by commas (e.g., low, medium, high)

Preview: Displays a dropdown list where users can select one option.

Multi-select Dropdown​

A dropdown menu that allows users to select multiple options from a list.

Extra Settings:

  • Placeholder Text - Placeholder text for the field
  • Options - List options separated by commas (e.g., Rejected, Pending, Approved, Drafted)

Preview: Displays a dropdown menu with checkboxes for multiple selections.

Checkbox List​

A list of checkboxes where users can select one or more options.

Extra Settings:

  • Options - List options separated by commas

Preview: Displays a set of checkboxes where users can select or deselect individual options.

Radio Button​

A set of radio buttons where users can select one option from a predefined list.

Extra Settings:

  • Options - List options separated by commas

Preview: Displays a series of radio buttons with only one option selectable at a time.

Location​

A location input field that opens a map powered by Google Maps, allowing users to select a location and provide coordinates.

Preview: Displays a button that opens a map for location selection.

A yes/no question field, similar to an acceptance of terms and conditions.

Extra Settings:

  • Placeholder Text - Text for the question
  • Details - Additional information for users (supports markdown formatting)

Preview: Displays yes/no radio button options. When users select the 'here' link, they see the detailed text with markdown customization applied.

See Also​

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