Form Data Sets

Experlogix Documents Form Data Sets provide a flexible Low-code / No-code / Pro-code environment that enables technical and non-technical users to design and manage custom forms. The solution supports rapid form creation through an intuitive drag-and-drop interface, eliminating the need for complex development efforts. With secure support for both authenticated and anonymous submissions, Forms Data Sets streamlines data collection across diverse business scenarios.

Key Form Features

Feature Description
Drag-and-Drop Functionality Visually design forms without coding using an intuitive interface.
Conditional Logic Configure dynamic field behavior based on user input or predefined rules.
Field Types Support Includes text, number, date, file upload, custom fields, and nested structures.
Secure Access Control Supports authenticated and anonymous submissions via configurable settings.
API Integration Connect forms to systems and databases using built-in APIs.
Payload Limits Form definition: 1 MB; Submission payload: 2 MB.
AI Assistant Provides intelligent suggestions during form creation.

Themes

Apply a different theme to a specific form without affecting other forms in the project.

Form Types

Experlogix Documents offers two main types of forms: Basic Forms and Advanced Forms.

Basic Forms

Basic forms include all essential features for form creation and is available with any license that supports forms data sets. It’s ideal for organizations that need standard document automation capabilities.

Advanced Forms

Advanced forms unlock more sophisticated form capabilities, suitable for complex workflows and integrations.

Advanced Form Features:

  • File fields

  • Custom fields

  • Data fields

  • Conditional logic and layout settings

  • Nested forms

  • Public forms

  • AI assistant

  • Form Themes

These two form types help organizations choose the right functionality based on their operational needs and budget.

To ensure uninterrupted access to all Form Builder features, please verify whether your current license includes Advanced Forms functionality on the Organization License Tab page.

Form definition and submission limits are set at 1 MB and 2 MB, respectively. For a detailed understanding of these limits, please refer to Understanding Form Payload Limits.

Form Data Set Settings

The Settings tab provides a place for managing Form access (private or public) and form themes.

Public Data Sets

By default, Data Sets you create are private and not accessible to non-authenticated users. To support your clients completing an anonymous form, you must ensure the Public Data Set setting for your data set is toggled to Yes.

Example

Shelly in Benefits Management needs to get the updated benefits selections for everyone in the company before the end of Q3. She can create a custom form with field selections and then share that form with all employees. If everyone in the company is authenticated to use Experlogix Documents, she can keep her Form Data Set private. However, if not everyone who needs to complete the form is authenticated, she'll need to make Form Data Set public to allow non-authenticated users to complete the form.

Themes

Themes for form data sets allow users to assign a specific theme to an individual form, overriding the theme defined in the Project Settings. This provides the flexibility to control the desired look and feel for each form independently.

This is especially efficient for organizations operating multiple brands or product lines. Form designers can simply select the theme that aligns with the required branding from a list of available themes, applying it quickly and consistently without restyling every form individually.

Themes management

Themes must be added to your project within the project settings before they are available in the Form Data Set settings. See Project Settings Themes Tab for detailed instructions.

Licensing

To update and manage form themes, make sure your license includes Themes and Form Themes for Advanced Forms. For more details, see Licensing.

Permissions

Both "Read project themes" and "Write data sets" permissions are required to update a form theme. To understand how permissions work across all types of items and how to manage them effectively, see Permissions and Groups.

View and Change Form themes

You can manage a form theme in the Form Data Set > Settings tab.

In this view, you will see the theme currently applied to the form. If no theme has been explicitly selected, the form automatically uses the current theme, which is inherited from the project settings.

To change a Form theme:

1. Go to Form Settings.
2. Select a desired theme from the drop-down list.
3. Select Save to apply the change.

Changing a theme creates an Update entry in the form’s history.

If the theme applied to the form is deleted, the form reverts to the project’s current theme, or to the system theme if the current theme is deleted.

Theme Inheritance and Transfer Rules

Case Description
Nested Form themes

Forms inherit the parent form’s theme when added as nested forms. However, when used as standalone forms, they retain their own theme.
Cloning a Form When cloning a form, the original form’s theme is retained.

Related Information

Form Data Sets Field Definitions

Data Sets Design Tab

Understanding Form Payload Limits

Related Procedures

Create a Data Set

Clone a Data Set

Import a Schema

Generate a Schema

Set Data Set to Public

Add Translations to a Form Data Set

Preview Form Translations