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How to Add Forms to a Form Group in XILO
How to Add Forms to a Form Group in XILO
Jon Corrin avatar
Written by Jon Corrin
Updated over 10 months ago

Adding forms to a Form Group in the XILO Dashboard is a straightforward process. Follow these steps to ensure a seamless experience:

  1. Login to the XILO Dashboard
    Visit dashboard.xilo.io and enter your login credentials.

  2. Navigate to the Forms Tab
    Once logged in, locate and click on the Forms tab on the dashboard.

  3. Ensure You Have a Form Group
    Before adding forms, confirm that you have already created the Form Group you intend to use. If you already have a Form Group, skip to step 7.

  4. Create a New Form Group

    • Click the "+" button next to Form Groups.

    • Enter a name for the new Form Group.

    • Click Save to create the Form Group.

  5. Locate the Form You Want to Add
    Identify the form you want to add to your Form Group from the list of available forms.

  6. Add the Form to the Form Group

    • Simply drag and drop the desired form into the existing Form Group.

  7. Verify or Create a Link

    • If you already have a link for the Form Group, you do not need to create a new one. Visit your existing link to ensure the new form is displaying correctly.

    • If you need to create a new link, follow these steps:

  8. Create a New Link

    • Click the three-dot menu icon on the Form Group.

    • Select Share Link.

    • Click Create Form Group Link.

    • Click Copy to copy the new link.

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