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The right side of the Form Designer is the work area where you'll drag and drop controls from the palette to design your form. At the top of this area is the toolbar. Initially the canvas is empty except for a submit and cancel button and possibly a save icon. The form canvas area is highlighted below in the red border
Toolbar
The toolbar at the top of the forms work area is visible when you are designing your forms but it is not visible to you when you test your forms or when your users access your forms. Notice the icons on the toolbar. Hover over the icons to display a tooltip describing their function. The toolbar includes the following buttons:
- Click the preview form icon to see the form as it will appear to users. You cannot enter data or click buttons in Preview mode (but ' Test feature lets you do this).
- Click the show/hide pagebreaks icon to toggle the display on/off of PageBreak controls in your form. By default, PageBreaks are visible. Click the icon to hide them. When you drag/drop a page-break onto the canvas, it is toggled on. The default behavior can be specified by a configuration parameter.
- Click the edit form to return to the designer canvas from the pdf mapping screenthe Edit Form Properties icon to open the Form Properties wizard. The wizard consists of an organized, intuitive set of tabs designers can use to specify the properties that apply to a form.
- Click the rules icon to display your form’s existing rules, edit the rules, delete them, or create new ones. When you click this icon, the left-hand portion of the Forms Designer becomes disabled until you click the edit form icon.
- Click the view forms generated by the form icon to view/edit additional pdfs such as the W- 4 Employee's Withholding Allowance Certificate.
- Click the what does the user see icon to configure what users will see when they submit your form
- Click the what happens to my data icon to configure what happens to the data when they submit your form
- Click the who has access? icon to display the Access Control wizard which is used to configure form visibility and users/roles permissions to view/edit form submissions. preview form icon to see the form as it will appear to users. You cannot enter data or click buttons in Preview mode (but ' Test feature lets you do this).
- Click the show/hide pagebreaks icon to toggle the display on/off of PageBreak controls in your form. By default, PageBreaks are visible. Click the icon to hide them. When you drag/drop a page-break onto the canvas, it is toggled on. The default behavior can be specified by a configuration parameter.
- Click the save and test icon to test forms and Business Rules directly from the form designer
- Click the save and exit icon to save the changes to your form and exit back to the Forms Home Page
- Click the cancel changes icon to discard changes you've made to your form and exit back to the Forms Home Page
- When you click the Click the view forms generated by the form icon or the rules icon, the edit form icon appears in the toolbar. Click this icon to return to the designer canvas from the pdf mapping or rule editor screens.
- The current version number of your form shows to the right of the form title. When you create your form, the version number will be zero. It will increase each time the form is saved by clicking on the save and exit or save and test icons. This feature can help designers ensure they are working with the latest version of the form.
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