Creating a Form Instance

Learn to create a new Form Instance

Last published at: December 31st, 2025

This function creates a Form Instance manually for a specific Form Definition.

You need to navigate to the Form - Instances page.

 

On the Form Instance page, select the Actions - Create menu option. 

 

A pop-up window appears for configuration, as shown below. You must select the Form Definition from the drop-down list. You may use the search filter buttons to sort the definition list by last modified date or by name. Click the Generate button to generate a new instance name, or type a unique Form Instance name. Click the Create button to confirm. 

 

The new Form Instance is created, and the confirmation message is shown in the top-right corner, as shown below. 

 

Select the new Form Instance from the list and click the Actions - Edit menu option. 

 

The new Form Instance is rendered on the new page for submission. Alternatively, a previously submitted Form Instance can be selected for editing. Note: The “mode” attribute in the URL is “submit,” and the Form Instance data can be modified and submitted again. 

 

Select any Form Instance from the list, then click the View - Render menu option. 

 

The Form Instance is rendered on the new page for preview in read-only mode. Note that the “mode” attribute in the URL is “Render,” and the Form Instance data cannot be modified or resubmitted.