Form Editor Overview Editing an Existing Form Adding Sections Using Templates Adding Questions Advanced Validation Rules Linked Records Configuration Text Fields (Single Line)Signature Fields Label Fields Multiselect Checkbox Fields Select Fields (Dropdown)Date Fields Radio Button Fields Person Select Fields Updating or Deleting Existing Fields

Basic Form Editor

Adding Sections

How Administrators can add new Sections to a form layout using the Form Editor.

Sections define distinct areas within a form, grouping related fields under a heading. They help organize the form for users, especially for specific stages or tasks.

Steps to Add a Section

Open the form in the Form Editor.
Drag the 'Section' button from the tool panel to the desired location on the form layout.
In the 'Section Details' pop-up, enter the 'Name' for the Section heading.
Select 'Ok'.
Select 'Save' at the bottom of the Form Definition page.

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Editing an Existing Form

Steps for Administrators to edit the design of an existing form using the Form Editor tools.

Using Templates

How Administrators can use saved Templates to quickly add predefined sections and fields to a form layout.

On this page

Steps to Add a Section