The following section is a simple introduction to guide you through the basics of creating your form/service application. When building a service application, administrators should be prepared with an understanding of the requirements of the application, e.g.
What data do we need to capture from the user?
What type of data is it? (Text, number, multiple choice, etc.)
How should the data be segmented into steps?
How should that data be structured on each step?
For the purposes of the following walkthrough, let’s assume that we’ve discussed the requirements with our stakeholders and have determined that our application will be used for gathering project data so that they can prioritize timelines and resources.
Specifically, we need to gather the following data:
Contact information (first name and last name)
Project priority level
Estimated effort
...
We’ve further determined that our form should have the following steps (pages):
Gather contact information (customizable)
Gather project information (customizable)
Summary page (automatic)
Confirmation page (automatic)
Based on these requirements, the mock-ups we’ve created of our service application now look like this:
Continue on to the walkthrough to see how these requirements
...
will be
...
assembled into an interactive form.