The Detailed Form Editor Toolbar contains all of the tools necessary to customize your forms. Click on the links below for additional details and instructions.
Button |
Name |
Description |
Displays/hides the list of fields and components currently on the form as well as properties for the selected field or component. |
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Save |
This save the form |
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Displays the list of available fields. |
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Adds a label element to the form. This allows you to add text or notes directly to the form. |
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This will add a horizontal line that visually breaks up the form. |
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Adds a frame element to the form. This allows you to group similar fields. |
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Insert Behavior |
Adds a behavior element to the form. This can be used to add a 'Remember Me' or 'Use Requestor's Address' checkbox. Note: This option is only available on Request submittal forms. |
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This allows the designer to change the order that the fields are selected when users hit the tab button. |
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This button removes the selected item from the form. |
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Refresh |
This button refreshes the form display, applying any changes you have made since the last refresh. If the AutoRefresh feature is turned on (in View Options), the form refreshes automatically each time a change is made. |
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Carry Over |
This toggles the Carry Over buttons on in the Form Editor. This is just to show where they are so that the form designer can adjust the fields accordingly. |
Note: Selected fields are highlighted in bright green.
In This Section |
See Also |