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The Form Designer has several components. Each is described below. Click the tab names to open and close them to see the contents.

Palette

The palette contains the controls you can use in your forms. Click on the control you want and drag it into your form. See Adding Controls - Drag and Drop for more information.

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Custom Tab

This area stores controls you’ve already created and customized so you can re-use them. Maybe you’ve created a dropdown list with your ten branch offices, for example. To add a customized control to this area, drag it from the form you’re working on and drop it over the shaded area that says “Custom.” (You can’t drag the control into the area beneath this.) The name you see in the Custom Area will be the control’s label; if you can't see the entire label, hover over the control to see the full name.

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  • 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. The default value is "off/do not display". 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 screen.
  • 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.
  • 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
  • Hover the mouse over the left or right corners of the Toolbar to see the version number of your formThe 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 Finish button 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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