Form Template Elements

Add Form Template Element



Form Template Elements are added to a Form Template using the drag and drop method.


Edit Form Template Element

Properties for a Form Template Element on the Form Template can be reviewed and modified using the Properties Icon.

The properties are specific for each Form Template Element type.




Delete Form Template Element

A Form Template Element on the Form Template can be deleted using the Delete Icon.



A confirmation message will be shown that requires action.



Save

When changes are made to the Form Template Elements the Form Template should be saved using the Save button.

Changes that can be made are:

  • Add Form Template Element
  • Delete Form Template Element
  • Modify Form Template Element Properties



Back

The Back button will navigate back to the Form Template List.



A confirmation message will be shown that requires action.




Form Template Element Types

There are a number of different Form Template Elements that can be used when designing or defining a Form Template.  



A Form Template can have multiples of the same Form Element type.

Each of the Form Elements are described below.




Text

The Text field is a text-box that accepts a single line of text.

The Text field is useful for collecting one-word answers and short phrases.




FIELD DESCRIPTIONS
Field
Description

Title


Label Text for the Form Template Element.

Width

Set the width of the Form Template Element as a percentage of the Form Template width. Options are:

  • 100%
  • 75%
  • 50%
  • 25% (default option)
  • Custom

The Custom option displays a field for entry of the custom value.

Only one option can be selected.


Inline Layout

Set the position of the Form Template Element Title.  Options are:

  • No (default option) 
  • Yes

Only one option can be selected.


Mandatory

Set the Form Template Element as mandatory at the time of field creation by selecting the Yes option.

Mandatory Form Template Elements will require a value before the Form Template can be submitted.


Multiple Column


Set the column positioning of the Form Template Element on the Form Template.  Options are:

  • No (default option) 
  • Yes

Only one option can be selected.


Paragraph Text

The Paragraph Text field is a large text-box that accepts multiple lines of text.

The Paragraph Text field is useful for collecting lengthy answers and long phrases.




FIELD DESCRIPTIONS
Field
Description

Title


Label Text for the Form Template Element.

Width

Set the width of the Form Template Element as a percentage of the Form Template width. Options are:

  • 100%
  • 75%
  • 50%
  • 25% (default option)
  • Custom

The Custom option displays a field for entry of the custom value.

Only one option can be selected.


Number of Rows


Set the number of multiple lines of text for the Form Template Element.

This field can be left blank.


Inline Layout

Set the position of the Form Template Element Title.  Options are:

  • No (default option) 
  • Yes

Only one option can be selected.


Mandatory

Set the Form Element as mandatory at the time of field creation by selecting the Yes option.

Mandatory Form Elements will require a value before the Form Template can be submitted.


Multiple Column


Set the column positioning of the Form Template Element on the Form.  Options are:

  • No (default option) 
  • Yes

Only one option can be selected.


Multiple Choice

Multiple Choice is a closed-ended field type where Users can select only one answer from a list of choices.




FIELD DESCRIPTIONS
Field
Description

Title


Label Text for the Form Template Element.

Option Title


Set the text for each Form Element Option.

Use the Add button to add to the Form Element.


Option Order


Set the display sort order for the Form Elements Options.  Sort orders are:

  • Default - in the order added (default option)
  • Ascending - smallest to largest, or alphabetical
  • Descending - largest to smallest, or reverse alphabetical

Only one option can be selected.


Option

Displays the Element Options that have been added for the Form Element.

Use the Delete button to delete an Element Option.

Use the Edit button to modify the text for an Element Option.


Width

Set the width of the Form Template Element as a percentage of the Form Template width. Options are:

  • 100%
  • 75%
  • 50%
  • 25% (default option)
  • Custom

The Custom option displays a field for entry of the custom value.

Only one option can be selected.


Inline Layout

Set the position of the Form Template Element Title.  Options are:

  • No (default option) 
  • Yes

Only one option can be selected.


Options Layout

Set the position of the Options.  Options are:

  • Block (default option) 
  • Inline

Only one option can be selected.


Mandatory


Set the Form Template Element as mandatory at the time of field creation by selecting the Yes option.

Mandatory Form Elements will require a value before the Form Template can be submitted.


Multiple Column


Set the column positioning of the Form Template Element on the Form.  Options are:

  • No (default option) 
  • Yes

Only one option can be selected.




Checkboxes

Checkboxes is a closed-ended field type where Users can select any number of answers from a list of choices.




FIELD DESCRIPTIONS
Field
Description

Title


Label Text for the Form Template Element.

Option Title


Set the text for each Form Element Option.

Use the Add button to add to the Form Element.


Option Order


Set the display sort order for the Form Elements Options.  Sort orders are:

  • Default - in the order added (default option)
  • Ascending - smallest to largest, or alphabetical
  • Descending - largest to smallest, or reverse alphabetical

Only one option can be selected.


Option

Displays the Element Options that have been added for the Form Element.

Use the Delete button to delete an Element Option.

Use the Edit button to modify the text for an Element Option.


Width

Set the width of the Form Template Element as a percentage of the Form Template width. Options are:

  • 100%
  • 75%
  • 50%
  • 25% (default option)
  • Custom

The Custom option displays a field for entry of the custom value.

Only one option can be selected.


Inline Layout

Set the position of the Form Template Element Title.  Options are:

  • No (default option) 
  • Yes

Only one option can be selected.


Options Layout

Set the position of the Options.  Options are:

  • Block (default option) 
  • Inline

Only one option can be selected.


Mandatory


Set the Form Template Element as mandatory at the time of field creation by selecting the Yes option.

Mandatory Form Template Elements will require a value before the Form Template can be submitted.


Multiple Column


Set the column positioning of the Form Template Element on the Form.  Options are:

  • No (default option) 
  • Yes

Only one option can be selected.




Choose from a list

Choose from list (Drop-down) is a closed-ended field type where Users can select only one answer from a menu of choices.

Choose from list (Drop-down) can be used for presenting a long list of options without cluttering the Form.




FIELD DESCRIPTIONS
Field
Description

Title


Label Text for the Form Template Element.

Option Title


Set the text for each Form Element Option.

Use the Add button to add to the Form Element.


Option Order


Set the display sort order for the Form Elements Options.  Sort orders are:

  • Default - in the order added (default option)
  • Ascending - smallest to largest, or alphabetical
  • Descending - largest to smallest, or reverse alphabetical

Only one option can be selected.


Options

Displays the Element Options that have been added for the Form Element.

Use the Delete button to delete an Element Option.

Use the Edit button to modify the text for an Element Option.


Width

Set the width of the Form Template Element as a percentage of the Form Template width. Options are:

  • 100%
  • 75%
  • 50%
  • 25% (default option)
  • Custom

The Custom option displays a field for entry of the custom value.

Only one option can be selected.


Inline Layout

Set the position of the Form Template Element Title.  Options are:

  • No (default option) 
  • Yes

Only one option can be selected.


Mandatory


Set the Form Template Element as mandatory at the time of field creation by selecting the Yes option.

Mandatory Form Template Elements will require a value before the Form Template can be submitted.


Multiple Column


Set the column positioning of the Form Template Element on the Form.  Options are:

  • No (default option) 
  • Yes

Only one option can be selected.






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