Checklist: Building an eForm

Before starting your eForm in eForm Builder, plan it out. Here's a checklist:

Design the form on paper first

Identify any fields requiring validation

Create any lists you need (Lists tab) or import them (Import Lists tab)

Create the form using eForm Builder

Set properties on each element you add to the eForm

Preview the form as you add elements

Save and publish

Attach a form to a task