How to Create a Form in JTrack

Collecting and storing information from users or customers is simple in JTrack using custom forms. This guide walks you through how to create a form using the Form Builder tool.

Step 1: Launch the form builder

• In the Flowchart Builder, add a new Form Step.
• Give the step a name.
• Click Launch Form Builder.

You’ll now be in the Form Builder, where you can start designing your custom form.

Step 2: Add widgets to your form

• Click Add a Widget to open the widget selection modal.
• You can browse through the widget gallery or switch to List View to see all available options.

Step 3: Configure your widgets

• After selecting a widget,you can begin building your form.
• • Label Text: This appears above the input box.
  • Placeholder Text (optional): A hint inside the input box to guide users.
• As you type, you’ll see a live preview of how the widget will look.
• Click Finish to add the widget to your form.

Step 4: Manage your form layout

Once you've added a widget, you can edit the form layout from the Form Builder screen. You can:

• Edit a Widget: Hover over the widget and click Edit.
• Delete a Widget: Hover and click Delete.
• Reorder Widgets: Use the up and down arrows to move widgets.

Step 5: Preview your form

Click the Preview button to see your form as users will experience it. You can test inputs and interactions before finalising.

• Click Save & Close to finish.
• Or choose Close Preview to keep editing.

Step 6: Complete the flow

Once your form is complete, return to your flowchart. You can either continue building more steps or run the flowchart directly from the toolbar.

🎉 That’s it! You’ve successfully created a form in JTrack.