Form Planning

WebWorkstation

ZynoForms uses form definitions that control pages, fields, labels, required fields, translations, themes, and submit behavior. In the current ZynoSuite workspace, authenticated users review submissions; form authoring controls are not exposed as a general ZynoForms screen.

The current ZynoForms screen does not include New Form, Edit Form, or public-link management controls. Treat new forms and structural form changes as administrator or support-managed work.

Permission Required

Ask your administrator or Zyno support contact who manages form definitions for your organization.

What To Decide Before Requesting A Form

• The form name and purpose.
• Who should complete it.
• Whether it will be public, displayed on a kiosk, or used for an internal workflow.
• Required contact fields.
• Any required signatures or acknowledgements.
• Whether the form needs multiple pages.
• Whether any sections should repeat.
• Success message after submission.
• Whether translations or custom branding are needed.

Test A Form Before Publishing

1. Open the form link or display device using the test version provided.
2. Complete the form as a contact would.
3. Confirm required fields block incomplete submissions.
4. Submit the form.
5. Open ZynoForms in ZynoSuite.
6. Confirm the submission appears and renders correctly.

Updating A Form

When a form changes, keep a test record of what changed and submit a new test response. Existing submissions remain historical records of what was submitted at the time.

Related

• Field Types
• Public Form Sharing
• Submissions & Tracking