> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.itential.com/itential-platform/2023-2/studio/form-builder/use/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.itential.com/_mcp/server.

# Use Form Builder

> Reference for Form Builder in legacy Itential Platform versions, including the UI overview, and how to create, export, and import forms.

**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

![](/_fern-img/50958e90f020e549198628ae16fbc1396ddf55b7b28a06b78b55fa54d0d8b7ee.webp)

| 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

![](/_fern-img/0abcc4a43dd475b41b94f40deec7adfaf8a772ee5f81ccf00081af72e3f1daf3.webp)

| 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.

> Reference for Form Builder in legacy Itential Platform versions, including the UI overview, and how to create, export, and import forms.