Using the Online form builder

The Online form builder interface consists of the following areas:

Form heading
Selected element field
Editor mode buttons
Main menu
Elements tab
Properties tab
Form window.

Online form editor (Exploring, sections highlighted)

Form heading

Online Form Editor (Form heading)

The Form heading field displays the title of the currently open form.

Tip: You can change the title by clicking the Form heading.

Selected element field

The Selected element field displays the ID/Name used to identify the currently selected element in the Online form builder. For example, Control_3.

Tip: You can also view the ID/Name of the currently selected element in the ID/Name field of the Properties tab.
Properties tab (IDName field highlighted)

Editor Mode buttons

The Editor Mode buttons are used to switch between the editing modes of the Online form builder.

You can click:

to enter panels editing mode
to enter controls editing mode
to preview the form.

Note: You can only edit page layout elements in panels mode. For more information about elements, see Online form builder - Elements tab.

Main menu

Online Form Editor (Main menu)

The Main menu contains buttons that provide access to key settings and functions.

You can click:

to display the My Forms window. See My Forms window.
to maintain settings for the Online form builder. See Maintaining form builder settings.
to log out of the Online form builder. See Logging out of the Online form builder.
to maintain settings for the current form. See Maintaining general form settings.
to save changes to the current form.
to publish the current form. See Publishing forms.

Elements tab

Online form editor (Elements tab)

The Elements tab contains elements such as text fields, drop-down lists and checkboxes that are used to build forms. See Online form builder - Elements tab.

Properties tab

Online form editor (Properties tab)

The Properties tab contains properties that can be configured to add style and functionality to the currently selected element. See Online form builder - Properties tab.

Note: Some properties must be populated for forms to publish. When you attempt to publish a form with missing properties a message is displayed detailing why the form cannot be published. See Resolving publishing errors.

Form window

Application Form (Form window example)

The Form window displays the contents of the form.

Select an element in the Form window to display available editing options.

Element (selected, Surname)

You can click:

to link the element to the current Application Portal user account field. See Linking text fields to user account details.
to display the element properties in the Properties tab. See Online form builder - Properties tab.
to add an event for the element. See Creating events.
to delete the element. See Deleting elements.

Last modified: 12/07/2017 2:21:11 PM