Form Editor Toolbar

Toolbar

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

Show Hide

Show/Hide Form Details

Displays/hides the list of fields and components currently on the form as well as properties for the selected field or component.

save button

Save

This save the form

Plus

Add Fields

Displays the list of available fields.

Insert Label

Insert Label

Adds a label element to the form. This allows you to add text or notes directly to the form.

Divider

Add Divider

This will add a horizontal line that visually breaks up the form.

Insert Frame

Insert Frame

Adds a frame element to the form. This allows you to group similar fields.

Insert Behavior

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.

tab order

Tab Order

This allows the designer to change the order that the fields are selected when users hit the tab button.

Remove

Remove

This button removes the selected item from the form.

Refresh

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.

carry over

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

Form Details

Add Fields

Insert Label

Add Divider

Insert Frame

Edit Tab Order

Remove Selected Item

See Also

Forms

Form Options

Saving a Form

Abandon Changes and Close

View Options