Skip to main content

Building Your First Form

This is a step-by-step tutorial for building your first form with UiPath Form Designer. The tutorial demonstrates building a generic form.

Tutorial​

This tutorial is an example of a form assessing public opinion on environmental issues, composed of single choice and open-ended questions, and rating scales.

Prerequisites

Before you build your first form, make sure to have the UiPath.Form.Activities package installed.

To build a generic form:

  1. Add a Sequence activity into your workflow.

  2. Add a Create Form activity into the Sequence.

  3. Select Open Form Designer. The UiPath Form Designer opens.

  4. Add a Label/Header component in the form.

    1. Choose Header-Medium from the Label Size dropdown list.
    2. In the Content section type Environmental Issues Survey.
      important

      Make sure to save each component after editing it.

  5. Drag and drop a Radio component in the form.

    1. Rename the Label as Do you want to participate in the survey?.
    2. In the Data tab, inside the Values section, add two values for the component. Type in the Label field Yes.
    3. Click the Add Another button and then type in the Label field No.

  6. Add another Radio component into the form.

    1. Rename the Label as How concerned are you about air pollution?.
    2. In the Description section, type You can choose one option only, to let the users know that they can choose one option only.
    3. In the Data tab, inside the Values section, add four values for the component. Type in the Label field Not at all concerned.
    4. Click the Add Another button and then type in the Label field Slightly concerned.
    5. Click the Add Another button and then type in the Label field Moderately concerned.
    6. Click the Add Another button and then type in the Label field Very concerned.

  7. Drag and drop a Text Area component in the form and rename the Label as What is your opinion on how the government tries to reduce global warming?.

  8. Drag and drop a Number component in the form and rename the Label as Please type in your age:.

  9. Save the form and run the workflow to test your first form.

    docs image

See the About Form components page to learn more about types of components and how they work.

Preview your first form​

To preview your form, click the Preview icon, in the Form Designer ribbon.

To resize the display size (in pixels) of the form, go to the Form Display Size section and change the values for the Height and Width measurements.

docs image

To exit the Preview mode, click Exit Preview in the Form Designer ribbon.

Select and customize themes​

To select a premade theme:

  1. In the Preview mode, go to the Themes panel.
  2. Select one of the existing premade themes.

To customize a premade theme:

  1. In the Preview mode, go to the Themes panel.
  2. Select Customize Current Theme.
  3. Customize the form and the primary button using the available options.
  4. Select Save Customization.

Sample Workflow​

To check the complete workflows or to have a future reference, download the XAML examples