Form editor

The form editor is a powerful time-saving feature that simplifies the set up and editing of the entry form on your program. The form editor allows you to create and edit chapters, categories, tabs, and fields from the entry form itself without having to navigate to other areas of the platform. You can also move fields and tabs around using drag and drop.

How the form editor works

  1. Do one of the following to start building your entry form using the configuration mode
    • Go to Entries > Manage entries > Start entry
    • Go to Entries > My entries > Start entry
    • Go to Settings > Entries > Form editor
  2. In the top right corner of your screen, toggle on Configuration mode on and off as you need

Image: Settings > Entries > Form editor

ConfigurationMode_FormEditor.png

Note: when editing the form in Configuration mode, all tabs and fields will be visible to you as the Program manager. Tabs and fields that have been set to appear for some categories only will be 'greyed out' as a visual prompt to assist with editing. To see the form as it will appear to an entrant, toggle Configuration mode to Off and then select a particular category from the dropdown.

Image: Entries > My entries > New entry

ConfigurationMode_MyEntries.png

Chapters

For clients on the Pro plan and above who have purchased chapters, you can create new chapters directly from the form editor. Simply hover your cursor over the Chapter selection drop-down and click the + icon.

Take a look at our video guide below: Adding chapters

Categories

Categories can quickly be added to your program using configuration mode. Within the form editor, hover your mouse over the Category selection drop-down and click the + icon.

Take a look at our video guide below: Adding categories

Tabs

When Configuration mode is enabled within the form editor, you can create new tabs by clicking the + icon to the right of your existing tabs. 

You can change the order of your existing tabs by clicking and dragging them into the desired position. 

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You can edit each tab's settings by hovering your mouse over a tab and clicking the tab settings icon. 

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Take a look at our video guide below: Adding tabs

 

Fields

To add a new field to your form, hover your mouse in the position you want the new field to appear and click the + icon. A configuration tray will appear on the right side of the screen.

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To reorder your fields within the same tab, click and drag them into the desired order.

To move a field from one tab to another, click and drag the field up to the tab you want to move it to then drag it into position on the new tab. 

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Note: fields appearing greyed out are applicable only to certain categories of your program or are conditional fields. You can update the categories to which these fields belong by clicking on the settings symbol.
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Take a look at our video guide below: Adding fields

Deleting fields and tabs

To delete a field or tab click the settings icon (see a screenshot of this icon below) and then click the Delete button at the top left of the setting page for tabs or at the bottom of the configuration tray for fields. 

Fields

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Tabs

Screen_Shot_2020-10-02_at_2.10.26_PM.pngScreen_Shot_2020-10-02_at_2.10.38_PM.png

 

From the entrant's perspective, the entry form will look almost exactly the same aside from one new feature. The entry form tabs are now sticky which means even if the entrant scrolls down the page they'll still be able to see which tab they're working on. 

 

Need more help? Get in touch!

We're here to help if you need it. Simply get in touch with our Client Success team through one of the methods available at the base of the page.