As a site administrator, you can access the Form Builder by adding a new form to a package, or editing an existing Form builder form.
To rename your form, click the pencil icon next to the form name in the toolbar. Enter a new name and click save to update.
To delete your form, click the delete icon in the toolbar.
To save your changes, click the save icon in the toolbar.
To add a new component to your form, click the button on the left side corresponding to the component you want to add.
To reorder components, click the up/down arrow next to the component to move it.
Components:
- Text input: single line of text
- Textarea: paragraph of text
- Select: list of options
- Checkbox: single checkbox
- Radio Buttons: multiple options but you can only pick one
- Datepicker: formatted date
- Heading: static text with heading format
- Text: static text with paragraph format
- Divider: horizontal divider line
Editing a component
Click the pencil icon next to a component to edit. Not all configurations are available for every component.
Display
- Label: the visible text that displays above the input.
- Text Content: content of static text for heading or text components.
- ID: system value that uniquely identifies the component.
- Placeholder: example input text.
- Default Value: value entered into the field. The user may override this value.
- Checked by default: checkbox will be checked when the form is opened.
- Default value is the current date: date will be filled with today's date when the form is opened.
List
- Select a Site List to provide values for the select or radio buttons, or configure your list of label:value pairs.
Validate
- Required: input is required before the system will allow a submission.
- Minimum date: date options will be disabled before this date.
- Maximum date: date options will be disabled after this date.
Options
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Documentation is under development