How to Create Form Fields

Introduction #

Form fields are essential components that define what information you collect from users. This guide will walk you through the steps to create form fields using the Form Builder in Cosmic CRM.

Prerequisites #

Ensure you have logged into Cosmic ERP with appropriate user credentials before proceeding.

Steps to Create Form Fields #

1. Login to Cosmic ERP
   • Enter your credentials and click on the login button.
2. Navigate to CRM System
   • Once logged in, locate and click on ‘CRM System’ from the main menu.
3. Access Form Builder
   • In the CRM module, click on ‘Form Builder’.
4. Select Form Field
   • Click on ‘Form Field’ to manage form fields.
5. Initiate Form Field Creation
   • Click on ‘create’ to start creating a new form field.
6. Enter Form Field Details
   • Question Name: Provide a name or label for the form field (e.g., Name, Email, Phone).
   • Select Type: Choose the type of input field (e.g., Text, Dropdown, Checkbox).
7. Save the New Form Field
   • Click on the ‘create’ button to save the new form field.

Conclusion #

Creating form fields using the Form Builder in Cosmic CRM allows you to customize the data collection process according to your business needs. By following these steps, you can efficiently design forms that accurately capture relevant information from your users.