Use Form Builder | Itential

Form Builder in Platform versions 2023.2 and earlier allow developers to construct user entry forms that integrate with Itential Platform workflows. In addition to constructing forms with standard inputs, developers can create forms from imported NSO YANG Service Models using the NSO NETCONF API. This native integration with NSO Services reduces the effort of having to duplicate service modeling in both Itential Platform and NSO — changes made in NSO are automatically available for Itential Platform to consume.

Forms UI

List view

Label	UI element	Function
1	New Form	Creates a new form.
2	Delete	Deletes the selected form.
3	Form List	List of forms showing name, creator, creation date, last updater, and last updated date.
4	Edit	Opens the form for editing.
5	Import Form	Imports a form.
6	Export Forms	Exports each checked form in the list.
7	Edit Forms	Edit, delete, and export a form.

Edit view

Label	UI element	Function
1	Form Name	A unique form name must be provided.
2	Data Elements	Displays a list of registered NSO services.
3	Meta Data Fields	Define custom fields in the form.
4	Update	Updates the form and keeps the Form Editor open.
5	Settings	Opens a modal to change the form settings.
6	Preview	Opens a modal to preview the form.
7	Clone	Makes a copy of the current form.
8	Delete Form	Deletes the current form.
9	Add Container/Table	Adds a field container or table to the form.
10	Delete	Deletes the selected form element.

Create a new form

Open Form Builder

Open Form Builder from the Home page or the Applications menu.

Create the form

Click New Form in the top-right corner of the title bar.

Name and save

Give the form a unique name and click Save.

Export a form

Export a single form

Open Form Builder

Open Form Builder from the Home page or the Applications menu.

Export

Locate the form in the list and click the export icon at the far right of that row.

Export multiple forms

Open Form Builder

Open Form Builder from the Home page or the Applications menu.

Select forms

Check the checkbox for each form you want to export.

Export

Click Export Forms in the top-right corner of the title bar.

Import a form

Open Form Builder

Open Form Builder from the Home page or the Applications menu.

Open the import dialog

Click Import Form in the top-right corner of the title bar.

Select and open the file

Select the form data file you want to import and click Open in the file dialog.