To create an online form with an HTML online template:
- Create the HTML file that will be used.
- Upload your template to the file cabinet. Click new on the template record, or place it in the Marketing Templates folder in your file cabinet.
- Create a template record at Documents > Templates > Marketing Templates > New > Online Form.
- Create your online customer form at Setup > Marketing > Setup Tasks > Online Client Forms > New or your online case form at Setup > Support > Case Management > Online Case Forms > New (Administrator).
When creating an online form template, you decide which fields to include and how to arrange them on the form. You can also add styling to the page.
The following must be included in the HTML code:
- <NLFORM> and </form> tags in the code of the page
- <html> and </html> tags
- tags for each field included on the form
- a button respondents use to submit the form