Disclaimer: As of June 2018, Form Builder 5.0 is the default version of the FormAssembly Form Builder. Visit the release blog post to learn about the Form Builder 5.0 improvements.

This is our second post in our series highlighting changes in our new Form Builder. If you are familiar with our previous Form Builder and eager to orient yourself in this new tool, please read on.

Today, we’ll show how to access and edit every property for fields and sections.

A single click on any form element in the preview will place the element in “edit mode”, revealing the floating toolbar [1].

1-toolbar

In this mode, as we previously covered, you can edit the text directly and set the ‘required’ validation rule. For any other feature, click the ‘options’ button [2] to reveal the sidebar [3].

3-sidebar

TIP: If you find yourself needing the sidebar often, you may want to check the “keep the sidebar open” box [4]. This will save you the extra click on the “options” button.

In the sidebar, you’ll find all possible configuration options for edited elements: validation rules, conditional rules, calculations, etc.. A click on each category will expand the relevant property panel [5].

5-panel

Some of the less common options are hidden unless you check the “show advanced features” option [4]. Again, once you’re comfortable finding your way through the many features offered by the Form Builder, checking the “keep the sidebar open” and “show advanced features” boxes will be a big time-saver as you work on your forms.

Click here to continue to “Part 3 – Reorganizing your form”, or try the form builder right away.

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