Builder Settings

The following settings can be found in the UI of the Form Builder when editing a form.

Edit: Click the Edit button for a specific Form or Resource to enter builder mode.

Display As: Change how the form is displayed using the Display As dropdown. Forms can be displayed as a Wizard, PDF, or traditional Web Form. The form display type can be changed dynamically, even when the form is live.

Search Field: Quickly locate a field using the component search bar.

Component Grouping: Components are categorized into different tabs based on their type. The available groupings are:

  • Basic
  • Advanced
  • Layout
  • Data
  • Premium
  • Existing Resource Fields

Drop Zone: Drag and drop components into the drop zone, indicated by the blue box.

Copy Form: Click the Copy Form button to duplicate the form JSON and components into a new form.

Cancel: Cancel all unsaved changes. If a form has unsaved changes, a confirmation window will appear before proceeding.

Save Form: Save the form in its current state.