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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. There are also form properties; click the toolbar at the top of the forms work area to access these.

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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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This area is only visible when you are in the Rules view. 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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Form Canvas

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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• 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 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 form. 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. This feature can help designers ensure they are working with the latest version of the form.

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