Blog4 Simple Steps to Build Dynamic Forms

4 Simple Steps to Build Dynamic Forms

Gayatri on May 19, 2020

Real-world business forms have complex business logic behind them. The conventional way to incorporate this logic into automated forms used to be the job of programmers. From internal HR workflows to the digitization of your field inspections, you can create a dynamic form that automates the process for the long run. Even without extensive technical knowledge, business users can use no-code form builders like DronaHQ and create dynamic, interactive forms that do more than just data collection.

Before we jump into the steps, let’s understand what dynamic forms really are.

What are Dynamic Forms? 

Simply put, dynamic forms are forms that change in real-time as people fill them out, guiding the user through the steps involved in completing the form submission. Dynamic form builders provide the ability for users to configure conditions for these forms and set up the dynamic behaviour that is data-driven and responsive to user inputs. 

Another capability that some dynamic form builders provide is to validate fields. For automatic data verification and controlling the quality of data that gets submitted into your database, dynamic forms allow you to configure these fields and verify information like addresses and mobile numbers. 

Dynamic forms will allow you to tailor digital forms that are faster to complete and more intuitive. With validation combined, you also stay assured of the information that is getting captured in the form.

4 simple steps to build dynamic forms in DronaHQ

Creating custom logic to control the dynamicity of applications could be challenging for business users and citizen developers. Using DronaHQ’s drag and drop builder, you can easily create dynamic forms and manage complex workflows faster and more efficiently. 

 

    1. Drag, Drop, Design Form
      Start by creating your digital form on DronaHQ’s drag and drop builder, creating the form in the exact sequence you would like the user flow to be in. Drag, drop and add input fields to capture text, scan barcodes, upload documents, images, signatures. You can also mark certain fields as
      required for validation.
    2. Add Business Rules & Validation
      Head over to
      Rules and point-and-click to configure the dynamic conditions and create business rules. Control visibility of fields along with validations to verify the information typed in and show fields only when they are relevant to the end-user. (This is where all the innovation comes into play as you can control how the user navigates through your app and the activities he can perform). An additional step that you can perform is adding Formulas to your custom fields that can pre-populate current form or fields in another form or database. For example, punching in the new customer order and the information gets added up to your Daily Sales Reports.
    3. Add Workflows
      Head over to the
      Workflow Builder to visually map the flow of tasks after form submission. Over here you can update your database, call an API, send out an email/in-app alerts, generate PDF reports.
    4. Preview and Publish
      Preview the app created by you to test functionality and identify issues before you finally publish the app in beta or prod environment.

 

You don’t need to know how to code for any of these steps and create customized and secure forms.

How do these improve User Experience?

Dynamic forms assist the end-user by helping him navigate through the form. The user can be prompted with suggestions. The easier the form is for the user to complete, the more likely your form is to get a high end-user adoption rate with more number of users actually filling the entire form out completely, providing your business with the accurate information the form intended to capture. In a dynamic form, the user no longer needs to follow complex steps or manually perform calculations or fetch information from the database. The odds of the end-user abandoning your form or making an error on the form goes down. 

Using dynamic form capabilities, you can create truly seamless experiences for your end-user, launching event-driven and responsive forms at speed. You can combine these no-code dynamic forms to other enterprise services in your organization and even shoot out custom reports to the user’s inbox, internal communications channels, SMS, and even WhatsApp.

With process automation at the forefront of every business digital initiatives, the productivity, efficiency and data quality that dynamic forms provide is huge and waiting to be explored.