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  • hand-waveWelcome
  • Getting Started
    • browserFlexiForms Applications
    • id-cardHow can you start using FlexiForms?
    • plane-departureHosting Options
  • Presentations
    • presentation-screenIntroductory Presentation
  • Essentials
    • bullseye-arrowEssential Concepts
    • arrow-progressFlexiForms Process Flow
    • cropDesigning Forms
    • databaseAPI Data Sources
    • globe-pointerUtilizing (Web) Request Data
    • Auto-Generated Default Values
    • AI Inferences
    • Calculated Values
    • table-pivotHTML Templates
    • input-textAvailable Fields/Questions Across FlexiForms System
    • people-roofTechnical notes about management on FlexiForms Admin
    • Applets
  • gearApplication Settings
  • FlexiForms Admin
    • General Info
    • 5 Categories of Functionalities in FlexiForms Admin
    • The Main Purpose of FlexiForms Admin
    • How to create a form?
    • FlexiFormsAdmin Modules
  • Samples
    • code-simpleSampleschevron-right
  • Training Videos
    • tv-retroVideo Listchevron-right
      • Session 1: How to create a form from a PDF using AI Form Setup Wizard?
      • Session 2: How to create a form with an Email job using AI Form Setup Wizard
      • Session 3: How to create a form using Templates?
      • Session 4: How to create and customize a form using Templates that have the jobs we want?
      • Session 5: How to import a sample from the samples on the FlexiForms Knowledgebase?
      • Session 6: How to create a form manually? How to use a list on the form?
      • Session 7:. Create a form with an email and import-to-DB job
      • Session 8: Make the form reviewable using Feed & Request Data
      • Session 9: Upload fields, export job, attaching uploads
      • Session 10: User Verification with Fixed-password
      • Session 11: User Verification to prevent duplicate entries, API data sources on entered data
      • Session 12:Variable password-protected forms, passing data to the from with form link
      • Session 12-Continued: Using Link Generator
      • Session 13: Passing information with URL, Email job and HTML Templates
      • Session 14: Controlled unique form links (user-unique links), expiration of link, one-time only link
      • Session 15: Import-Into-File (Excel) job
      • Session 16: Data Applets for insert/delete/renew/update/review and search/modify entries with AI
      • Session 17:Embedding the form on a Web Site
      • Session 18: Transferring form data to external platforms such as Salesforce
      • Session 19:Database process job
      • Session 20: Export as PDF and Rules for jobs
      • Session 21: Management modules, logs, caches, user options
      • Session 22: Working across environment
      • Session 23:Failed job recovery
      • Session 24: Failed Job notification and recover the failed job
      • Session 25: Using Complex Questions and storing their answers
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Session 3: How to create a form using Templates?

PreviousSession 2: How to create a form with an Email job using AI Form Setup Wizardchevron-leftNextSession 4: How to create and customize a form using Templates that have the jobs we want?chevron-right

Last updated 6 months ago