Creating Custom Web Forms Templates

Learn how to design fully customizable web forms using the intuitive drag-and-drop builder. This guide will show you how to easily create web form templates tailored to your business needs, allowing you to gather data, capture leads, and streamline client interactions with minimal effort.

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Colleen Daza
  • 1 year ago
  • Published

Designing Custom Web Forms

Creating custom web forms in Taino Solutions is made easy with the intuitive drag-and-drop form designer. You can add various field types such as single-line text, multi-line text, dropdowns, dates, numbers, checkboxes, and more. Each field can be mapped to existing entities such as customers, policies, or custom fields, ensuring that the data you collect is automatically associated with the right records in your system through data mappings.

Fields can be marked as required or optional depending on your needs, making sure that all necessary information is gathered when the form is filled out and submitted. Once your form template is designed, you can share it either publicly or privately to collect data. For more information on how to share forms, refer to this guide on sharing web forms.

Form Designer

Mapping Data for Record Creation and Updates

One of the most powerful features of custom web forms is the ability to map fields directly to customer or policy records through data mappings. While designing the web form, you can set up these mappings to automatically create new records for prospects or customers when the form is submitted. Additionally, agents can update existing customer or policy records with just a single click using the data collected from the web form. This ensures that all submitted information is accurately reflected in your system without manual data entry. For more details on how to generate or update records with web forms, check out this guide on creating or updating records from web forms.

Using Form Templates for Form Generation

Once you’ve designed a web form template, it can be used to generate actual forms for specific customers or policies. Form generation is the next step after creating templates, allowing agents to populate these forms with real data. For example, if you’ve designed a template for policy updates, you can then generate individual forms for each customer, pre-filled with their specific information. This distinction between Form Template Creation and Form Generation is crucial to understand—while templates define the structure, generated forms are the practical tools used to collect or update customer or policy data.

For more information on generating forms from templates, check out this guide on generating web forms.

Conclusion

Designing custom web forms allows you to collect and manage important data efficiently. With a variety of field types, required/optional field options, and powerful data mappings, the Taino Solutions form designer ensures that your forms are tailored to your specific needs and seamlessly integrated into your workflows, whether for creating new records or updating existing ones.

Watch the video below for a step-by-step tutorial:

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