PlatoForms User Guide
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  • Form Builder

    Creating an Online Form for an Existing PDF

  • Custom Domain

    With Builder you can build three types of forms: online web forms, online PDF forms, and master forms.

  • Master Form Builder

    you will arrive at the Form Builder. On the form Builder, there are three main sections:

Field status

This page explains the field statuses, Required, Read-only on Form, Hidden on Form and Print in PDF, and when to use each.

What is field status?

Field status is the state of a form field. In the field’s properties panel it can be Required (must be filled out), Read-only on Form (visible but cannot be changed), Hidden on Form (not visible) and, in the Web PDF Form and PDF Fillable Form builders, Print in PDF (the value is written into the completed PDF). The buttons under a field on the builder canvas are named Required, Read-only and Hidden.

Field status

Customize field status

  • Required

    By marking a field as “Required”, you ensure that an asterisk (*) is displayed next to the field label on the form interface, indicating that it is a mandatory field. Respondents will be unable to submit the form until all required fields are completed. Required applies only while the field is visible and editable: a required field that is hidden or read-only (by its own setting, its page or section, or logic) is not checked.

    Required field

  • Read-only on Form

    When a field is set as “Read-only on Form,” respondents will be able to see the field on the form interface but won’t be able to input any data. This can be useful in situations where you want to prevent they input for specific fields under certain conditions.
    Read-only field

  • Hidden on Form

    Selecting the “Hidden on Form” option will make the field invisible to respondents on the form interface. This is particularly useful for fields that require backend processing without direct interaction.

    On PDF-based forms (Web PDF Form, PDF Fillable Form and the linked PDFs of a master form), a hidden field is still printed on the PDF. To keep it off the PDF, turn off Print in PDF (on a master form, do not place the field on that linked PDF). Web forms leave hidden fields out of their PDF.

  • Print in PDF

    In the Web PDF Form and PDF Fillable Form builders, Print in PDF decides whether the field’s value is written into the completed PDF. Turn it off to keep a field on the form only. Combine Hidden on Form with Print in PDF for a value that appears only on the PDF.

Page Break status

For the Page Break field, you have the option to set them as Read-Only page on the form or Hidden page on the form.

  • Read-Only page on the form makes every field on the page read-only.

  • Hidden page on the form hides the page and every field on it, so respondents won’t see it on the form.

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