Using the Form Builder

Adding Fields to a Form

The form builder interface has a side menu showing different field types.

To add fields to the form:

• Click on a field type and drag it to the drop area as shown below.

• Release the button to drop the field

• A field of that field type will be created and added to the form.

Drag a field type to this area in order to create a new field on the form

Field Settings

Once a field is added to your form, you can configure it according to the data you want to collect for each field.

To configure a field, click on the field settings icon on the top left corner of the field as shown below:

Field Settings icon

A field settings form appears that has 3 main sections:

• General Settings

  The general settings allow you to:

  • Provide/Modify the Field Label

  • Provide/Modify the Field description

  • Provide/Modify the Help text for the field

  • Make a field editable or read-only

• Validation Settings

  Validation settings allow you to:

  • Make a field required

  • Make a field required before a draft can be saved

  • Add a unique constraint to the field

  • Add Custom Validators for a field

• Field Type Settings

  Each field has its own unique settings depending on the field type. Go to Field Types for more information.