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Form Builder - Overview

Create new or edit existing forms.

BLDR TEAM avatar
Written by BLDR TEAM
Updated over a week ago

BLDR offers a set of default forms out-of-the-box. The Form BLDR provides the tools for anyone to easily edit our existing forms or create a custom form. With a visual drag and drop framework, users can create an unlimited amount of forms in just a few short minutes. Add text fields, dropdown menus, checkboxes, radio buttons, signature fields and more.

How to Access the App Builder / Form Builder

  • Click Menu > Administration > App Builder

  • You are now on the main App Builder screen with a list of Forms that should correspond exactly to the Forms available when you click Menu.

  • The main App Builder screen allows you to rearrange forms, edit forms, and create new forms.

Creating New Forms

  • Click Menu > Administration > App Builder

  • From the App Builder screen click the + button located on the bottom toolbar.

  • You will see a check mark & a new form with the name "Parent Form xx" will appear at the bottom of the list.

  • You have just created a new form with the name placeholder "Parent Form xx" where "xx" will be a auto generated number.

Editing New & Existing Forms

  • From the App Builder screen 

  • Locate the form you would like to edit and click the green drop down button to the right of the form.

  • This will expand the related form section which will include the Form as the first entry & any Related Secondary Forms below the Parent Form.

  • To edit the Form click the yellow edit button.

  • To delete a form click the red trash button.

  • To add a Related Secondary Form to this section click the blue + button.

Editing Forms - Form Builder Overview

  • Once you have selected a form for editing from the App Builder view and clicked the edit button.

  • You will be navigated to the Form Builder with the corresponding form open for editing.

  • Designer - By default you will be on the Designer Tab of the Form Builder.

  • The Designer Tab allows you to change the forms name, add fields, edit fields, delete fields, and rearrange fields.

  • On the right of the Designer Tab you will see a toolbar with the letters B, A, C. The B stands for Basic, A stand for Advanced, C stands for Container.  This toolbar is where you access the different field types available which can be used in your form.

  • Add a field example: Click the B, field list will pop out from the right, drag a field using the arrow move icon to your form and drop it where you want it. Select the edit button and change the name. done.

  • Basic Field Examples: Single Line of Text, Drop Down, Date.

  • Advanced Field Examples: Upload Files field, Signature Field, Signature field. 

  • Container Field Examples: Container fields hold other fields so you can group them. For example: The Array Field can hold two fields "First Name" & "Last Name" which will allow you to add a repeating section of First/Last Names when the form is displayed. 

What are the Tabs for?

  • Designer - Main form designer screen for adding and editing fields.

  • Preview - Shows you a live preview of your form and allows you to test its functionality. 

Settings button Tabs:

  • Sort - Allows you to sort / reorder the fields along with some edit options. The sort view is handy when building with smaller screen devices or long forms.

  • Wizard - Allows you to create wizard forms along with the underlying options and name the tabs on your wizard form.

  • Sync - This is currently a beta feature which allows your form to sync with 3rd party software such as accounting systems. Eventually we hope this tool will replace the need for us to create custom links for clients.

Important Notes

  • The Label, Status, and Assigned To fields are required for list views and permissions to function properly. Please do not remove them.

  • Please remember to click all the required save buttons when making form changes.

  • After you create a new form or change a existing forms name you must update the permissions for the corresponding form. Each User is assigned a Role and each Role has a corresponding set of permissions. See Users & Roles for permission details.  

Want to learn more?

  • If you want to get a free personal training on on all the features of the form builder send us a chat. We would love to run you through it!

What’s next?

  • Field Types

  • Form/Field Relationships

  • Get a Form Builder demo from us!

Questions? Send us a chat.

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