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, navigate to Settings > Entries > Form editor

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.
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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.

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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. 

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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 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

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? Navigate to Settings > Entries > Fields to copy an existing field.
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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. 

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

Fields

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Tabs

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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. 

 

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