Form Data Sets

Experlogix Documents Forms Data Sets provides a robust low-code/no-code solution for designing and managing custom forms. Built for technical and non-technical users alike, it enables 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.
Public Form Access Enables sharing forms with unauthenticated users when needed.

By default Form data sets are set to private so only authenticated users can complete the form via the link. To use anonymous forms, your Form Data Set must be set to public via the Data Sets Setting Tab.

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.

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

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. While Basic features are available with any license that includes Data Sets, Advanced form features may not be included in all licenses.

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 Limiting.

Related Information

Form Data Sets Field Definitions

Data Sets Design Tab

Data Sets Setting Tab

Understanding Form Payload Limiting

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