PingOne

Creating a form

Creating a form in PingOne allows you to provide branded user experiences through custom forms without writing custom HTML and quickly implement these forms in DaVinci with the PingOne Forms connector. After you create a form in User Experience > Forms, either by starting with a blank form or selecting a templated form, you can configure your form Form properties, Forms fields, and the Form toolbox.

In this example, you create a form using a template that is set up for your own branding and localization to be quickly included in a DaVinci flow.

Steps

  1. Create a form in PingOne:

    1. In the PingOne admin console, go to User Experience > Forms.

    2. Click the icon.

    3. In the Form Name field, enter a name for the form.

      This form name is used internally and is not displayed to users.

    4. (Optional) In the Form Description field, enter a description for the form.

    5. Select a Form Usage.

    6. Click Add Form.

      Result:

      A modal opens listing the available templates.

    7. Select Blank Form to create a custom form or select a preconfigured form that’s appropriate for your use case.

  2. Configure your form with the Form properties, Form fields, and Form toolbox.

  3. In the User Experience > Branding and Themes section, customize your form with branding and themes. Learn more in Branding and Themes.

    If you have customizations in DaVinci Forms as well as in Branding and Themes, the style configured in DaVinci Forms takes precedence over styles configured in Branding and Themes.

  4. To support localization for the user-facing text in your form, add translatable keys in the configuration settings for the form. Learn more in Using translatable keys.

  5. To implement the form in DaVinci, add and configure the PingOne Form connector in DaVinci. Learn more in PingOne Forms connector documentation.