How do I build a form?

Getting Started with Online Forms (2 of 5)
Build Tool

The Build Tool allows form builders to dynamically add, remove and clone form fields. To add a new field, click add field and select the field type. For a comprehensive description of each field type, please click here to view our Field and Section Types KB article.

To remove or clone an existing field, click on a field, click remove field or copy field. The form preview should reflect these adjustments immediately.

Once you’re satisfied with your form, click save changes to finalize the changes.


Move Fields Around

Most forms will have more than one section, with more than one field in each section. You can drag and drop fields to move them within or between sections, or you can even move whole sections around.

When fields are created in sections, they are slotted in underneath each other horizontally. If you would like to move the fields so that they are beside each other, click the left pointing arrow to the right of the upper field and the up arrow to the right of the lower field (see images below).




Add Field Triggers

Field triggers allow form creators to add conditional logic to their forms that will display form fields or sections based on the values entered by a submitting user.

Adding Field Triggers

Adding a field trigger is very easy; simply, take these four steps:

  1. Create a new form or edit an existing form,
  2. Click the Build tab,
  3. Locate and click the form field or section that will display based on a set of conditions and,
  4. Hit add trigger in the Build Tool.

After creation, field triggers will appear on the Build tab, above your form.

Configuring Field Triggers

Each field trigger has five required settings that will need to be configured. The fields include;

  • Name – Form creators can use the Name setting to uniquely label their field trigger based on the purpose of the trigger.
  • Color – Specifying unique color codes will help visually separate one trigger from another. The specified color code will appear to the left of each trigger. In addition, the field or section affected by this field trigger will have a dotted border, colored respectively.
  • Show – This field is automatically populated with the name of the field that will conditional show/hide itself to the submitting user.
  • Only If – Form creators will need to select the dependent field that will control whether the triggered field show/hide itself.
  • Value – Field triggers can be dependent on text, dropdown, radio button, checkbox, date, link, email, location, formula, SQL query, number and mileage field values. If the trigger is dependent on a field that accepts text values then, you can only use an equals to (ie, =) operator. Triggers dependent on number fields can use the following operators: =, >, >=, <=, <.


Additional Form Properties

Clicking form properties will present the following options:

Width -- Used when determining the width of your form. This accepts percentage or fixed-width values.
Section Spacing -- Controls the amount of white space shown between different form sections. This accepts fixed-height values (whole numbers).
Label Width -- Allows form builders to allocate a specific amount of real estate to the form field labels.
Field Padding -- Affects the inline padding of the fields and labels used in your form.
Cache a copy of this form to improve load performance on older browsers (IE8 and lower) -- The label gives it away! Selecting this option will help improve for the time it takes for forms to load on older browsers (IE 8 and below).

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