Using the Excel-based Form Builder

MasterControl's Excel-based Form Builder is an easy and intuitive way to create HTML Forms. It allows you to create forms within Excel.

You can customize the following aspects of a form with the Excel-based Form Builder:

• Tab

• Section

• Columns

• Type

• Field Info

• Label

• ID

• Alt/Title

To create a new Excel-based Form Template:

1. Select Download Excel Form Template, from the Templates sub-men located within the Process module.

2. Download an Excel-based Form Template from your hard drive. Click the "Enable Content" button at the top before continuing.

Note: A blank template is included to help you start creating Excel-based Forms (BlankTemplate.xlsm).

3. Fill out the form with all the necessary information.

Note: If you include images in your Excel-based Form Template you will need to upload the images into the File Library.

Excel-based Form Template example

4. Select Form Preview from the Templates sub-menu located within the Process module.

5. Load the new Excel-based Form Template you created in order to view it in the Form Preview.

Excel-based Form Preview

To upload the form to an InfoCard:

1. Select Template InfoCards from the Template sub-menu located within the Process module.

2. Click New.

3. Upload the new Excel-based Form Template as the Main File of the Template InfoCard.