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Manage Fields


Action Form allows you to manage and customize text fields on the Form Builder (Step 2: The Form) page. You are able to Move, Select, Add, Expand and Collapse fields from the Fields section, identified on Figure 1. You are able to move title fields with the arrow icon, add new fields with Add Fields buttons, expand and collapse the field properties, as well as select fields with the selection options.

Note: Any modifications you make here, also modifies your action form, therefore you should periodically check your form on the main page to ensure the changes match your expectations.


Figure 1: Identifies Manage Options


Reposition Fields

The arrow icon, identified with the blue arrow on Figure 1 allows you to reposition the Title fields. It allows you to reposition a field in the Fields section as well as move all properties associated with the Title field. Use this feature to organize and reposition the Title fields. When you reposition the Title fields here it is reflected on the action form.

  1. To move a specific field, click and hold the arrow icon.

  2. Then drag it to the preferred location in the Fields section.

Reposition Field Example

    1. In Figure 1, Last Name is positioned at the top.

    2. Then in Figure 2, the First Name field is repositioned to the top by dragging the arrow icon. Notice that the Last Name field is now below the First Name field.
Figure 2: Repositions Title Field



Selection Features

The Selection options, identified with the yellow highlight on Figure 1 allows you to select, remove and clear selected fields in the Fields section. The options specified are Remove Selected, Select All and Select None fields.

Remove Selected

The Remove Selected feature allows you to remove selected title fields from the action form.
  1. To remove a specific field from the action form you will need to select the first check box in the Fields section. It is next to the arrow icon. You can select one or more fields to remove.

  2. Then below the Fields section, select the Remove Selected option, identified with the green arrow on Figure 3. It is the first option below the Fields section. This option will remove all the selected fields.

Remove Selected Example

    1. In Figure 3 for example, the First Name field is selected.

    2. Then Remove Selected is clicked to remove the First Name field.

      Figure 3: Identifies Remove Selected Option



    3. Then in Figure 4, notice that the First Name field is removed from the Fields section.

Figure 4: Displays Remove Selected Results

Select and Deselect

The Select All feature allows you to select all the fields in the Field section. Select None on the other hand deselects the fields.
  1. To select all the fields, click the Select All option identified with the yellow highlight on Figure 5. All the fields in the Fields section gets selected.

    • A check mark shows that the field is selected and is made in the check box next to the Title fields.

    • You can also manually select the fields by checking the check box next to the Title field.

  2. To deselect one or more fields, click the Select None option next to the Select All option. This option deselects field and is applicable only when the fields are selected.

    • You can also manually deselect the fields by clearing the check boxes next to the Title field.

    Select and Deselect Example

    1. In Figure 5, Select All is selected to select all the fields. Notice that all check boxes are selected.

      Figure 5: Identifies Selects All option


    2.  Then in Figure 6, the Select None option is selected to deselect the fields. Notice that all the check boxes previously selected are now deselected.

Figure 6: Identifies Select None Option


Enable Fields

The Enable check box, identified with the green arrow on Figure 7, allows you to enable and disable Title fields on the action form. When you select the enabled check box for a Title field, the user is able to enter text into the text field on the form. On the other hand if you deselect the Enabled check box the Title field is disabled on the form.

Enable and Disable Title Fields

  1. To Enable a Title field, select the Enabled check box.

    • The selected Enabled check box is identified with the green arrow on Figure 7.

  2. To Disable a Title field, deselect the Enabled check box.

    • The deselected Enabled check box is identified with the orange arrow on Figure 7.
   
Figure 7: Identifies Enabled and Disabled Check box


Enable and Disable Example

  1. In Figure 7, the Email field is deselected and the Last Name and First Name fields are selected.

  2. Then Figure 8 identifies Last Name and First Name as enabled text fields and Email as the disabled text field.
    • The user is not able to enter text in a disabled text field.

Figure 8: Identifies Enable and Disable Title Text fields

Expand and Collapse Fields

The Expand All and Collapse All options, identified with the yellow highlight on Figure 9, allows you to expand and collapse the General, UI Settings and Validations windows.

Figure 9: Identifies Expands and Collapse Options



Expand and Collapse Fields
  1. To expand all the fields click on the Expand All option located at the bottom right of the Fields section.

    • In Figure 10 notice that all the fields in the General, UI Settings and Validations opens.

  2. To collapse all the fields click on the Collapse All option located next to the Expand All link. All the fields in the General, UI Settings and Validations closes.

    Figure 10: Expands General, UI Settings and Validations Fields


Custom and Predefined Buttons

The Add Custom Field and Add Predefined Fields buttons, identified with the blue and green arrows on Figure 11, allow you to insert fields in the Fields section.

Add Custom Field
  1. To insert a custom field, select the Add Custom Field button, identified with the blue arrow on Figure 3.

    • A new field is inserted below the last field in the Fields section. The new field is identified with the New Field... text, identified with the orange arrow on Figure 11.

    Figure 11: Identifies New Field...and Add Field buttons



  2. Then in the New Field... field enter the field name you want for this field.
Add Predefined Field
  1. To add a predefined field select the Add Predefined Fields button, identified with the green arrow on Figure 3. This will open the Predefined Fields window.

    • The Predefined Fields window, identified on Figure 12, specifies the available predefined fields.

    • The selected fields in the Predefined Fields window are specified in the Fields section. You can deselect the field to remove it from the Fields section and the action form.

  2. Select the predefined field you want to add, then click Save.

  3. The predefined field specified is inserted in the Fields section.
Figure 12: Identifies Predefined Fields Window



Additional documentation for  Predefined Fields are on the Predefined Fields page.

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