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The Forms Designer has several components. Hover your mouse over the Table of Contents icon on the right to explore this page.
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Check out this 6-minute video for a tour of the Forms Guided Designer! |
Guided Designer Navigation
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. A blue icon represents your current location in the Guided Designer. 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 mode allows you to add controls to your form canvas and edit their properties via the left side Properties panel. | The Rules tab mode 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 Settings displays the Form Properties Wizard where you can customize your form settings and document actions. |
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Once the control is in your form, you can modify any of its properties or simply leave it as it was. Any modifications you make apply only to the form you’re working on and will not affect the version of the control that's inside the Custom tab or other forms where you also used this custom control. To delete any control from the Custom tab, 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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| For complete details on publishing, using and managing custom controls see Control Templates. |
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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.
Properties for Form Steps in a Workflow
The Forms editing mode in a Workflow displays a Form Styles panel in the Properties pane, which allows the designer to configure specific print properties for workflow steps using that form (including parent and linked steps.) The Print Name property is the default PDF name used when printing workflow steps.
Data Sources
This area displays the list of XML schemas added to the current project. 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 project from the Schemas tab. Please see Data Sources.
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This area is only visible when you are in the Rules and PDF Mapping tabsmodes. The form outline list all of the controls in this form and all of the properties applicable to particular controls. The form outline is very helpful when writing business rules. You can copy/paste control names from the form outline to your rule to avoid typos and case issues.
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