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To use a control from the Custom Palette, click on it and drag it into your form. Once the control is in your form, you can modify any of its properties or simply leave it as it was. To delete any control from the Custom Area, simply click the  icon.

If the control was published as "Read Only", which is often the case with controls published with associated business rules, you will not be able to edit certain properties, such as the control name and control type. Whenever that control is selected for editing, you will also see a blue banner, "This form is read only.", at the top and bottom of your form.

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This is where you define values in a dropdown box, set the max length for an input field, create tooltips, and additional control customization. When you click on a control in your form, the Properties area displays the control’s properties so you can view and edit them.

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Properties Navigator

There are also form properties; click the toolbar at the top of the forms work area to access these.Image Removeddisplay the Properties Navigator in the lower-left portion of the Form Designer. This panel shows information about important properties setup for the form.

Use the Form Properties wizard to add/modify your form properties.

Open the Forms Properties wizard by:

• Clicking inside a section or clicking on the Image Added Edit Form Properties icon in a section of the Properties Navigator. This immediately displays the property tab for editing.
• Clicking the Image Added Edit Form Properties icon in the Forms Designer toolbar

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Refer to the Forms Properties Navigator topic for more information.

Data Sources

This area displays the list of XML schemas added to the current application. You may add to your form one or more elements from any schema listed here by clicking Add from Schema, but you first must upload the schema into your application from the Schemas tab. Please see Data Sources.

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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

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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:
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• Click the Image Removed 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 Image Removed 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 Image Removed edit form  to return to the designer canvas from the pdf mapping screenthe Image AddedEdit 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 Image Removedwhat does the user see icon to configure what users will see when they submit your form
• Click the Image Removed what happens to my data icon to configure what happens to the data when they submit your form
• Click the Image Removed 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.Image Added 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 Image Added 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 Image Addedview forms generated by the form icon or the Image Addedrules icon, the  Image Added 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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