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Combining Elements in a Form

You can combine field groups and field sections together on the Canvas to create a form template. You can then reuse the Form Template in different Sequences.

To Combine Elements

In Build mode, click the Elements tab. All existing Elements are displayed.
Drag the required Field Groups and Field Elements to the Canvas.

Text in the title bar of the Canvas changes to Forms Template and the Element expands on the Canvas to display its constituents.
Move required Element to the gray box that is displayed in the expanded Element.
- Only unique Fields of the required Element are added to the expanded Element.
- If the required Element contains Fields that are already present on the Canvas, an error message is displayed.
- Hidden fields are denoted with the icon.
Click SAVE. The Save As dialog box is displayed:

If the Display Name is blank, it will be populated with the Element Save As name when you tab out of the Save As field. You can then change the default Display Name as needed.
Specify appropriate details in the Save As, Display Name, Description, and Tags fields. You can save the group of fields as a Field Group, Form Section, or Form Template.
- If the Element is saved as a Field Group or Form Section, it is displayed in the Elements tab.
- If the Element is saved as a Form Template, it is displayed in the Forms & Rules tab.
Click SAVE.

The Element is saved.

The following table describes the behavior of icons that are displayed on the Canvas:

To...	Click
...view or edit the input properties and validation criteria of a Field
...remove a Field from the Canvas
...view the Fields tab	Add Field
...collapse an Element on the Canvas
...expand an Element on the Canvas

Notes

To remove all Elements or unsaved changes from the Canvas, click CLEAR and then click OK.
All fields in an Element must be unique.