The form editor is a powerful time-saving feature that simplifies the set up and editing of your program's entry form. 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.
To access the form editor, open the Manage workspace, navigate to Entries, and click Edit form.
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.
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.
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.
You can edit each tab's settings by hovering your mouse over a tab and clicking the settings icon.
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.
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.
Important: it is recommended to keep the number of fields on the first tab to a minimum because an entry is only created (and the auto-save feature initiated) once the first tab is saved. If there are too many fields on the first tab, an entrant may forget to save their entry and lose their work. Once the entry is created, it auto-saves as the entrant completes or edits the 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.
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.