The form editor is a powerful time-saving feature that simplifies the set-up and editing of your program’s entry form. It allows you to create and edit chapters, categories, tabs and fields from the entry form itself, without navigating to other areas of the platform. You can also move fields and tabs using drag and drop.
To open the form editor, go to the Manage workspace and navigate to Entries and click Edit form.
Configure chapters
Clients on the Pro plan and above who have purchased chapters can create new chapters directly in the form editor. Hover your cursor over the Chapter selection drop-down and click the + icon.
Configure categories
You can add categories to your programme using configuration mode. In the form editor, hover over the Category selection drop-down and click the + icon.
Configure tabs
When configuration mode is enabled, you can create a new tab by clicking the + icon to the right of your existing tabs.
You can reorder tabs by clicking and dragging them into the desired position.
To edit a tab’s settings, hover your mouse over the tab and click the settings icon.
Configure fields
To add a new field, hover your mouse in the position where the field should appear and click the + icon. A configuration tray will open on the right side of the screen.
To reorder fields within the same tab, click and drag them into the desired order. To move a field to another tab, drag it up to the tab you want and then place it in the new position.
Fields that appear greyed out apply only to certain categories or are conditional fields. You can update the categories for these fields by clicking the settings icon.
If you need several of the same field type, such as file uploads or similar text fields, go to the Manage workspace and navigate to Settings > Entries > Fields to copy an existing field.
Deleting fields and tabs
To delete a field or tab, hover your cursor over it and click the settings icon. In the configuration tray, click Delete at the bottom.
Good to know
- Fields and tabs can be edited or deleted, but doing so after opening for entries is not recommended as it may lead to data loss.
- It is best to keep the number of fields on the first tab to a minimum. An entry is only created—and auto-save only begins—once the first tab is saved. If the first tab includes too many fields, entrants may forget to save and lose their work.