Form editor

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

Configure 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.
Add chapter plus symbol


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.

Add category plus symbol


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. 

Click symbol to create a new tab near the top of the form

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

Drag and drop tabs example

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

Tab settings icon in configuration mode


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.

Add fields plus icon

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. 

Field reorganisation.gif

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.
Fields settings symbol

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.

Tip: need several of the same field, like file uploads or similar text entry fields? In the Manage workspace, navigate to Settings > Entries > Fields to copy an existing field.
Copy fields

Deleting fields and tabs

To delete a field or tab, hover your cursor over it and click the settings icon that appears. In the configuration tray, choose the Delete button that displays at the bottom. 

Important: editing or deleting fields after opening for entries is not recommended as it may lead to data loss. 
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