What can I do at the form wizard?

Once you added a new form template and uploaded the form image, you will proceed to the page below.
We call it "Form wizard"

To set up the form, you have to:

• 1. Create fields
• 2. Name fields and assign data type
• 3. Set up the Form status

First of all, let me introduce you to the UI of this page.
At the upper of the form page, you will see the process list, version list, form list, and current form title from left to the right. You may click to direct the form you need and open it in the form wizard.

Process list

Version list

Form list

Forms will display as tabs.

Then, you will see the buttons representing the different functions.
Including
Save,
Undo, Redo,
Move tool, Pencil tool, Magic tool,
Field Properties, 
More tools list (Overview, Form Status, QRcode import, Keyboard shortcuts, and the Sensitivity panel),
Page list, and the Zoom option.

1. Create fields

☩        Click this icon (or ⌘/Ctrl 1) to Select field(s).

?      Click this icon (or ⌘/Ctrl 2) to create fields as specified.

?       Click this icon (or ⌘/Ctrl 3) to create fields by edge detection. 

Example of use.

☩ Select hotspots

Click this icon to multi-select fields.

This allows you to make changes to fields in the batch.

Example

1. Copy (⌘/Ctrl C) and paste (⌘/Ctrl V) fields from one page / form to another page / form

2. Update fields data type from one type to another

3. Update fields title

4. Link up the check boxes

Why does the wizard fail to detect edges?

If the lines are less solid and obvious, this may happen. You can click move tool (or ⌘/Ctrl 7) to adjust edge sensitivity.

Page list and zoom option can help you to adjust the viewer during setting.

2. Name fields and assign data type

Click this icon (or ⌘/Ctrl 4) to bring up Properties.

At Properties, name the fields at Attribute, assign data type at Types, turn the Placeholder on&off, set the field to mandatory and edit the metadata.
To know more, please check the articles Field Properties.

3. Set up the Form status

Click the Form statuses option (or ⌘/Ctrl 6) in the more tools list to bring up the form status dialogue for the company admin to manage the statuses for this form.

Will have 3 statuses by default, 1 Draft, 1 Open, and 1 Closed.
You may click the ADD button on the bottom right corner to add a new status.

Select the status stage, choose a color to present this status, enter title add status tag(s), and the conditional editing setting.

OK to confirm.

or you may delete the useless status by click into the existing status and click DETELE.

and, you may edit an existing status as you fit.

OK to save.

Click outside of the dialogue to exit.

SAVE
Remember to SAVE after all changes.

Now you may return to the template page to publish as a new version.