Creating a Form definition is the first step in the Form creation process. The Form definition dictates the Form’s associated Term, Form Type, and when it is available to patrons.

After a Form definition is created, elements can be added to the Form.

Use the following procedure to create a Form definition:

1.  Select Forms from the Web section of the Setup menu. The Forms page is displayed.

2.  Click Create Form.

3.  Complete the following information:

•     Name – Enter the name of the Form. This is the Form name displayed to patrons in the GET mobile app.

•     Term – Select the term associated with the Form. Terms are defined via Setup > Global > Terms.

•     Form Type – Select the Form’s Form Type from one of the Form groups. Form Types are used to categorize forms.

Form Types are defined via Setup > Web > Form Types.

•     First Date Available – Enter or select the date and time the Form is first available for patrons to access.

•     Last Date Available – Enter or select the date and time when the Form is no longer available for patrons to access.

•     Deposit/Fee Amount – Enter the deposit or fee amount if there is an amount set for an Application or Contract associated with the Form. This is the amount the patron is required to pay when submitting the form.

•     Deposit/Fee Transaction Code – Select a Payment type transaction code to associate with the deposit or fee transaction for an Application or Contract. For more information about transaction codes, refer to the Configure Transaction Codes for an Account section.

4.  Click Go To Form to save the general Form settings and begin adding elements to the Form.