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The Guided Designer navigation bar steps you through editing your Form, adding Rules for custom logic, creating custom PDF Mapping, and modifying your form Settings. The icon representing your current location in the Guided Designer will be blue. You may click between any icons in any order, and changes you have made will be temporarily saved in memory as you move between them. Remember to click Save, Save and Test, or Save and Close before closing your browser window or otherwise exiting the Guided Designer.
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| The Form tab allows you to add controls to your form canvas and edit their properties via the left side Properties panel. | The Rules tab is where you will add and edit business rules to customize form behavior. | PDF Mapping allows you to view, add and edit custom PDFs you are generating for this form. | Settings displays the Form Properties Wizard where you can customize your form settings and document actions. |
Action Menu
The action menu in the top right helps you save, test, close or print your form. Use this chart to understand each action.
| Icon | Action | Description |
|---|---|---|
| Save without closing | Permanently save your changes and stay on the current page. |
| Save and Test | Permanently save your changes, stay on the current page, and open a popup test window. |
| Save and Close | Permanently save your changes and return to the Forms & Workflows list. |
| Cancel and Close | Cancel your changes and return to the Forms & Workflows list. |
| Preview Form | Preview a read-only version of your form in a pop-up window. |
| Show/Hide Page Breaks | Show or Hide mobile and tablet view page breaks while in edit mode (does not impact use mode.) |
| Version Number | Current version; Version increases each time you Save, Save and Test, or Save and Close. |
Form Name
Your form name will always appear in the top left corner, and you can change it anytime. Hover your mouse over the Form Name, then click the pencil icon that appears. After changing the name, click the checkmark to save it. You can also edit the Form Name and Description in Settings.
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