Schedule Forms Tutorial

Schedule Forms Tutorial

Dynamic forms designed for scheduling are ideal for streamlining appointment bookings, event registrations, and resource management. These forms can include date and time pickers, conditional logic for availability, and automated reminders to enhance user convenience.

With integrations for calendars and real-time updates, they ensure efficient coordination and reduce scheduling conflicts, making them perfect for industries like finance, healthcare, education, and event planning.

In this article we will explore Scheduling and Creating New Forms

Schedule Forms Setup

In this tutorial we will use the Currency Control Demo, with some small differences.

Currency Demo Events

Change the Events "When" to fire on "OnChange/Saves", which will allow the Scheduler to execute the currency rules and use the latest exchange rates.
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Schedule Setup

After we have the controls set up from the Tutorial we can create a New Schedule.
  • Form - Which Template do you want to Schedule
  • Description - Breif Description what the Schedule has to accomplish
  • Start Date - When the Schedule should start
  • Expiry Date - Optional End Date of the Schedule
  • Recurrence - This is a number option for every occurence
  • Schedule Frequency
    1. Daily - Recurs every X days
    2. Weekly - Recurs every X weeks on specific days
    3. Monthly - Recurs on specific months on specific days
In this Demo we will Schedule the form to Execute every day
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Created Forms

After every day a new Form is created with the Latest Exchange Rate, which can be viewed on the Form and changed.

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More Info

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