Add pages to a form to create pages of questions for users who run the form. For example, you may want to create a contact detail form where a user can update a contact's first and last names.

To add a page to a form:

1. Navigate to the Customize workspace.
2. In the Business Processes, Call Management, or Lead Management tab, select the template in which you want to add a page. If you selected a business process template, click the Form subtab.
3. In the Pages tab, click the Add button . The Add Page dialog opens.

4. In the Detail tab, in the Title and Subtitle fields, enter a name for the page. When a user views the page, the title displays at the top of the page, with the subtitle below it. The title is also displayed as the page name in the list of pages that the user can select to view.

   You can add tokens in the Title and Subtitle fields. A token is used to insert the value of a field associated with a contact, company, or opportunity.

5. In the Sections and Questions areas, add your desired sections and questions to the page.
   

   You must add at least one section and one question before you can save the page.

   You can add tokens in the Title and Subtitle fields in the Add Section dialog and tokens in the Body and Label fields in the Add Question dialog.

6. [Optional] In the Header and Footer tabs, add text or images to the page's header and footer.
7. Click OK to save your changes to the page. The Add Page dialog closes.

The page is added to the form, but will not yet display when a user views the form.

For the page to display when a user views the form, you must add a page node to the form flow.

Adding review pages

A review page displays a read-only list of questions and answers from other pages in a form. When you create a review page, you determine the questions and answers that the page contains. Typically, you add a review page as the last page in a form. NexJ CRM users use review pages to view key questions and answers from a form in one location.

When you design a review page, ensure that the questions types in the review page match or are compatible with the question types in the pages that you are summarizing. For example, the Radio Button question type and Single-line Text question types are compatible because you can return the selection made for a radio button in a single line of text in the review page. The Date Selection question type and Radio Button question types are incompatible because you cannot return a selected date as a radio button option in the review page.

To add a review page:

1. Navigate to the Customize workspace.
2. In the Business Processes, Call Management, or Lead Management tab, select the template in which you want to add a page. If you selected a business process template, click the Form subtab.
3. In the Pages tab, click the Add button . The Add Page dialog opens.
4. In the Detail tab, in the Title and Subtitle fields, enter a name for the review page. When a user views the page, the title displays at the top of the page, with the subtitle below it. The title also displays as the page name in the page list.
5. In the Sections and Questions areas, add your desired sections and questions to the page.
   • When you add a question to a review page, you can add the following formula expression in a value type field control to display the answer to the question:

     $<node_name>.<question_name>

     where node_name is the value in the Name field for the page node, and question_name is the Reference Name from the question that you want to reference.  For example, $Client_Details.firstName references a contact's first name in the review page, which is from the Client Details page in the form.
   • When you are adding questions, disable fields in your review page so that they are not editable by other NexJ CRM users. Fields are disabled by default when you enter a field control in the Value subtab. To disable a field that references questions in a review page for the subflow for a form, enter FALSE in the Formula field in the Enablement subtab in the Field Control tab.
   • You can also bind and sync questions. For more information about binding and syncing questions, see Binding and syncing questions.

   You must add at least one section and one question before you can save the page.

6. [Optional] In the Header and Footer tabs, add text or images to the page's header and footer.
7. Click OK to save your changes to the page. The Add Page dialog closes.

Your review page is added to the form.

You must add the page node for the review page to your flow diagram in the Flow tab before you activate the form.

Related links

Adding sections
Adding questions
Adding headers and footers
Configuring form flows
Parameterized text
Tokens for business process templates