Creating an Element

You can create an element by grouping related fields together on the Canvas. You can then reuse these Elements in different Forms.

To Create an Element
  1. In Build mode, click the Fields tab. All existing Field Objects are displayed.

  2. Navigate to the Field. Drag and drop it to the Canvas.

  3. Text in the title bar of the Canvas changes to Field Group and the Field is displayed in a new expanded Element.

    Field Group: In a Field Group, Field is displayed in a new expanded Element.

  4. Drag and drop additional Fields in the gray box to create a Field Group, Form Template, or Form Section.

  5. When you drag a Field to the canvas, the field is enclosed in the gray box in the Element. Once it is moved to the canvas, it is displayed below the preceding field.

    Create Element: The newly added Fields are enclosed in the gray box in the Element.

  6. Click SAVE. The Save As dialog box is displayed.

    Note

    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.

  7. 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.

  8. 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 Info icon: Click this icon to 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 Collapse icon: Click this icon to collapse an Element on the Canvas.
...expand an Element on the Canvas Expand icon: Click this icon to expand an Element on the Canvas.

Notes

 

Related Topics

Building Forms and Sequences

Managing Elements

Related Tasks

Combining Elements in a Form

Configuring Element Properties

Reference

Forms Builder Process Flow