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Form Builder

Overview

After selecting the appropriate option from the Create Form screen you will be taken to the Form Builder. If you have selected a template you will see this screen populated with the template fields, if you have created the form from scratch you will see this screen empty.

Within this screen you on the left you will see the following menu options;

  • Form Builder - This is the current page you are on

  • Settings - Click here for more information on this page

  • Submissions - Click here for more information on this page

  • Submission Request - Click here for more information on this page

In the centre you will see the form itself as mentioned if you have selected a template then this part of the screen will be populated, if not the screen will be empty. 

On the top right side of the screen you will see two options the actions and the preview options. Within the actions option you can duplicate the form or copy a link to the form itself if published. 

Under the button options are the Form Elements. These are the fields that you can drag to the form content to utilise within the form. 

They are separated into two options the Layout Elements and the Form Elements. 

Layout Elements

The layout elements dictate the layout of the Form elements within the form. The options you have are;

  • Divider

  • Header

  • Rich Text Block

Form Elements

Are the fields that information can be entered against. The options you have to utilise are;

  • Single Line Text

  • Multi Line Text

  • Email Address

  • Mobile Phone Number

  • Number

  • Checkbox

  • Dropdown

  • Multi Select

  • Radio Buttons

  • Date Picker

  • File Uploader

These elements can be dragged and dropped into the form content box. They can also be dragged and moved around the Form itself once inserted making customising the form itself very straightforward.