Tutorial

Form Builder Controls

Instructions

 

  • The building block for everything you do is the container. All other elements can be placed inside containers, and containers are the first level where you can start adding formatting and permission rules.
  • Adding a container is as simple as dragging one onto the canvas. Once you do, you’ll see more controls become available in the right panel – columns, rules, and styles.
  • All the list’s column fields are shown in the upper left panel. To add them to the form, just drag them over into a container.
  • If you change your mind about including a field, select it and click the small blue X on the right. The fields will be removed from the form, but it’s still available in the list if you change your mind again.
  • One of the most popular controls is Tabs. These can be dragged directly from the left panel into a container.
  • The tab control comes with two tabs created. There is a main tab container, but you can add additional containers to the tabs as well.
  • To add data fields to tabs, open the tab you want and just drag fields into the tab’s containers.
  • To create additional tabs, click the Add new tab plus sign in the right panel.
  • You can also rename your tabs by clicking them in the right panel – back out the current text and replace it with wording of your choice.
  • To remove a tab, select it and click the X. Note that any fields you’ve got in the tab will be removed, too!
  • Another choice for organizing forms is using accordion sections. Accordions expand when selected to reveal the fields they contain.
  • Adding accordions is very similar to adding tabs – just drag an accordion onto the canvas, click a section header to activate it, and drag your desired fields into place.
  • There are a few other control elements that you have available to you as well.
    • Fragments are simply text holders. You can use these to add descriptions or instructions to your forms.
    • Header also adds a text block, with the extra feature of having multiple hierarch levels built in, making it a good tool to use for section titles within a form.
    • Button adds a control button – the default is save, with the necessary coding built in, but you have the ability to change this – we’ll look at that functionality in another tutorial.
    • You can also add button bar, with save, cancel, edit and close buttons prebuilt. These are also individually configurable.
    • Finally, you can add an image. Images require a URL, so it’s a good idea to load you pictures to your site’s image library first.
Last modified: 7/23/2019 3:50 PM
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