Explore the form builder

Once you’ve created an online form, you can access the form builder to customize it for gathering information.

Introduce the form builder

The new form builder consists of:

• Top Action Buttons

  These buttons assist you in performing key actions such as adding logic, previewing, sharing, and adjusting settings. You can also use the search bar to find stuff quickly.

• Far left Toolbar

  Choose various field types to add to your form.

• Left Field Panel

  Customize each field and how it works.

• Right PDF Form Area

  See how your form looks as a PDF. You can change the layout by moving things around or resizing them.

Switch to old form builder

To return to the old form builder, click the Switch button in the lower right corner of the form builder interface.

Action Buttons

In the top left corner of the form builder, you’ll see action buttons that perform the following functions:

Main Functions

• Logics: Create conditions and rules to automate actions and workflows when respondents fill out the form.
• Preview & Design: Check how your form looks and customize its appearance.
• Publish: Make your form available for sharing when it’s ready for submissions.

More Functions

Next to the “Main Functions” buttons, you’ll find a small ••• icon. Clicking this icon opens a dropdown menu with various form settings options, including:

• Form Settings

  Configure form-related options like submission messages and languages.

• Submission Notification

  Personalize email notifications for form submissions.

• Send Invitation

  Customize form submission invitations.

• Preview PDF

  Review how the form looks in an offline PDF version.

• Universal Field Styles

  Customize the form’s appearance.

• History

  Track previous form versions and revert to them if needed.

• Reset Editing

  Reset the form to its empty or initial state.

Search Box

Currently, you can use the search box to quickly locate a field by entering its label or ID.

Toolbar

The Toolbar includes frequently used form fields like Text Input and Dropdown. Click the ••• icon to see additional fields.

Field Panel

In the left Field panel, you have several options:

Rearrange fields

Change the order of fields by dragging and dropping them. This affects the sequence of fields on the online form.

Edit a single field

Each field is enclosed within a widget. When you hover over a specific field, the field widget will be highlighted. Here’s what you can do:

• Click the Field Label or Field ID to open and edit its attributes.

• Click the X icon in the upper right corner of the widget to delete it.

• In the lower right corner of the widget, set the field status by choosing Required, Disabled, or Hidden.

• To clone this field, hover to the left of the Required button and click the Clone button.

PDF Form Area

In the right PDF Form Area, you can perform the following actions:

Arrange field widgets

• Position the widget on the PDF by dragging it to your desired location.

• Resize the widget by dragging any of its four sides or manually entering the width or height after selecting a specific field widget.

  

Adjust panel sizes

• In the new form builder, you can resize the Field Panel and the PDF Form Area by clicking and dragging the horizontal divider line between them.

  

• In the old form builder, you can switch view modes using these buttons from left to right:

  

  • Field Panel view

    Focus solely on editing and arranging fields.

  • Two-column view

    Edit field details and form structure simultaneously.

  • PDF Form Area View
    Manage the overall form page structure.

Navigate pages

For form with multiple pages, you can navigate them by using the Page Toggle Located at the bottom of both the left and right panels.

• Field Panel pages (Left) are divided using the “Page Break” field.

• PDF Form Area pages (Right) are divided based on the actual page count of the PDF.