Build a Basic Form with Auto-Build

Have more questions? Submit a request

This article is dedicated to the Auto-Build option in the Basic Form Builder.

You don’t need to be an expert in mobile forms. Upload a PDF and let GoCanvas do the building for you–no coding required.


Auto-Build a Form

Build a form in GoCanvas with a little help from AI. Upload your existing PDF, drag-and-drop fields, format, and publish!

  1. Navigate to the Forms page.
  2. In the upper right corner of the page, expand the Create New dropdown and select Basic Form.
  3. Under Auto-Build, click Upload PDF. Select your PDF from the File Manager. It will automatically start processing.

    Auto-Build.gif *Click the gif to expand.

  4. Auto-Build will create a nearly complete mobile form and digital PDF. Now you can make adjustments to get it ready for publishing, examples include:
    • In the center workspace, determine any incorrect or unnecessary fields. Select the field and press Backspace or Delete on your keyboard to remove.
    • On the left side of the workspace, drag fields from the Add menu to the center workspace to fill in any missing fields.
    • On the right side of the workspace in the Field settings menu, use the Type dropdown to change any field types that aren’t accurate.

      Basic Builder_Field Settings_Type Dropdown.png
    • Under the Design section of the Field settings, use the Position and Dimension settings to adjust the shape and location of a field. Alternatively, in the center workspace, click and drag a field to the right location and resize with the square control points.

      Auto-Build_Adjust Fields.gif *Click the gif to expand.

    • From the menus on the right side of the workspace, adjust Field, Typography, or Page settings and add Reference Data, Calculations, and Choices to applicable fields.

      Auto-Build_Adjust Field Settings_Add Choices.gif *Click the gif to expand.

  5. Before the form is complete, be sure to Save and toggle to the Test in browser functionality at the top of the Builder to experience the mobile form and final PDF output.

    Basic_Test.png *Click the image to expand.

  6. Testing will reveal any fields that may be out of order or improperly labelled. Toggle back to the PDF and in the left side of the workspace, use the Mobile Outline to reorder and relabel fields.

    Build from Scratch_Mobile Outline_Reorder Fields.gif
  7. Save, Publish, and Assign the form to your users.

To learn more about the menus in the Basic Form Builder, see, "A Tour of the Basic Form Builder."

To learn more about building from a blank PDF, see, “Build a Basic Form from Scratch.”

Did we answer your question?

We'd really appreciate your feedback! Please leave your suggestions for improvement in the comments or let us know what you're looking for so we can assist you better. We want to help, but we need to understand your needs!

Articles in this section

Was this article helpful?
0 out of 0 found this helpful
Share

Comments

0 comments

Please sign in to leave a comment.