Dynamic Forms can be created as either a Main Form (standalone) or a Sub Form (child form embedded within a main form).
Permissions
You need Settings access to create dynamic forms. For more on permissions, see Dynamic Forms — Additional Features.
Quick Steps
Navigate to Settings > Dynamic Forms
Select the green Add button at the top right of the summary table
The Add Dynamic Form card pops up with the following fields:
Form Name: enter a descriptive name for the form.
Type: select Main Form (this is the default) or Sub Form.
Owner: select role from dropdown.
Tags: select existing tag from dropdown or create a new one by typing it into the textbox.
Author: select user from dropdown.
Select the green Save button
A blank form canvas opens, ready for you to add fields.
Important: Sub Forms are designed to be embedded within Main Forms using Repeater fields. See Working with Repeater Fields for details.
Build the Form by Adding Form Fieds
Once created, you are taken to the form builder canvas where you can:
Drag and drop form fields onto the canvas to add them to the form
Configure field properties
Add business rules for conditional logic
Set up shared option lists for dropdowns
Preview and test the form
Further Information
For details on designing your form layout, see Building a Dynamic Form. For configuring individual field settings, see Configuring Form Field Properties. For SmartFlow details, see Generating Dynamic Forms with SmartFlow.