FormBoss Documentation

Welcome to the FormBoss 3 Documentation Site.

Start by selecting a main category below:

  1. Main Interface Elements
  2. The Right Click Menu
  3. Page Elements (The Page Types)
  4. Form Elements (The Elements You Add To Form Pages)
  5. Confirmation Elements
  6. Builder Elements
  7. Entry Viewer
  8. Survey Viewer
  9. User Management
  10. Job Ownership
  11. Help Videos / General Files
  12. Installation / Configuration Guides
  13. Localization

FormBoss Learning Resources

We want to make sure you get the most out of FormBoss. To help with this goal, we encourage you to check out these great resources:

Getting Strarted With FormBoss 3 Video
This video is made to get you up to speed as quickly as possible with FormBoss 3. We cover all major user interface elements, as also cover how the editor works from the most general level. A must view for all users looking to get up to speed quickly!

Demo Jobs
Demo jobs showing dozens of features are conveniently located in the editor via this drop down menu:

Load Demo Jobs

FormBoss User Forums
The forums are often a great place to learn about past problem/solutions, as well as post your own. You can find the forum at:
formboss.net/forum

Direct Email Support
Often times the fastest way to find a solution is to email support at support at formboss dot net. Of course it pays to check the help documentation first, but sometimes you just need a helping hand, and we're always happy to help.

Help Bugs
Sprinkled throughout the FormBoss editor are help bugs: help icon

These little guys can be very useful for quick hints and tricks for specific places and tasks.

Demo Videos
Although mainly used to showcase features, the video at:

...are often a great place to see the most cutting edge features in action.

Of course we also have traditional help videos, located in the listings at the top of this page.

General Hints
Sometimes it pays to play around bit--to that end, one very useful trick is to create an exact backup of an existing form to use as a test-bed. To make such a duplicate, simply rename your current job to something like: job1-test.

When you click the preview button, your new form is created with the specified name, and the original form is left untouched. You can now play around with the copy of the form, but still have the original to go back to.

Another useful hint is to start small. Often times we'll build a complex form and add a bit of functionality to it that we may not yet fully understand. For example, we build a form that uses the Simple Email module. Later on, we decide that we need to add an SQL+ module to send the forms results to a database. The current form has many fields though, which means the resulting SQL+ logic will be large as well.

In cases like this it's often best to create a brand new jobs that uses a small data set. This way we learn how the SQL+ logic works, but without the fuss of a huge job slowing us down.