Layout Fields

A Form field collects user data and serves as the display or user interface within the system. Form fields (sometimes referred to as 'components' or 'controls') define the way the user enters a piece of data and the format that the data is saved as. Layout Fields (aside from Repeat Panels) have no bearing on the data that is submitted for document assembly and are purely used for aesthetic purposes.

This article covers Layout Fields. There are also further articles on Advanced, Common, Other and System Fields.

Adding a Form Field

To add a form field to a form, drag and drop the component from the left column into the desired location within the form.

Each new form starts with a submit button automatically added to it. This can be removed or edited as necessary.

Editing a Form Component

To edit a form component on a form, hover over the component and click the gear icon. You will then be presented with a settings form for the component.

The settings for a form component are different for each component type.

Panel

A Panel can be used to group a set of fields together without changing the data structure. Panels can also be used to set the styling for multiple fields.

Unique Properties

• Display
  • Collapsible: If checked, this will turn the panel into a collapsible panel. Collapsing a panel does not remove data.
  • Breadcrumb Type:  This property only applies to full pages when working in wizard mode. This property changes how the page navigation menu appears when the user is on the current page. Options are Default, Condensed and Hidden
  • Allow Click On Breadcrumb: This property only applies to full pages when working in wizard mode. Checking this allows the user to navigate between pages using the page navigation menu at the top of the open form. If this is unchecked the user will be forced to use the previous and next buttons at the bottom of the form, which will check if the page is valid before allowing the user to move on.
  • Border Width: Sets the width of the panel border, where 1 is the standard width.
  • Border Radius: Sets the radius of the corners on the panel

Repeat Panel

A Repeat Panel can be used to group a selection of fields whose data needs to be collected more than once. For example, to collect details for individuals involved with a Trust, you might create an 'Individuals Repeat' using this component and add questions that are relevant for each individual, such as Name, Address or Whether they are acting as a trustee or a unitholder, into this section of the form. A repeat can accept any number of rows of data, which can be limited or not based on the properties you set. 

Unique Properties

• Display
  
  • Show Labels On First Row Only: Fields within the repeat will only have labels in the first row. Use this if you have a small number of fields to create a table effect for your repeat.
  • Add Another Text: Customise the text on the Add Another button.
  • Initial Rows: Sets the number of rows to show when the form first loads. This should be no less than the Minimum Rows value and no more than the Maximum Rows value.
  • Minimum and Maximum Rows: Sets the minimum and maximum number of sets of data (i.e. data rows) that can be collected using this component. Once the maximum number of rows has been reached, the Add Another button will not appear until the number of rows is reduced. If the minimum number of rows are visible, clicking the cross in the top-right of the row will clear the data from the row rather than removing it entirely. Note that a minimum set to anything less than 1 will still result in 1 row appearing.
  • Repeat Divider Title: Customise the text on the repeat divider. Leaving this blank will result in an invisible repeat divider, adding a single space will result in a thin repeat divider, and adding text will create a divider of a similar height to the panel's header.
  • Collapsible: If checked, this will turn the panel into a collapsible panel. Collapsing a panel does not remove data.
  • Border Width: Sets the width of the panel border, where 1 is the standard width.
  • Border Radius: Sets the radius of the corners on the panel.

For a full list of properties see the Common Field Properties article

Heading

A heading field accepts some text and produces a pre-formatted heading to be inserted anywhere in your form.

Unique Properties

• Display
  
  • Font Size: sets the size of the font for the Heading. This is set to 24 by default.
  • Bold, Italic & Underlined: Checking each of these properties adds the bold*, italic or underline properties to the Heading
  • Font Colour: Accepts an RGB colour to change the colour of the Heading's text
  • Background Colour: Accepts an RGB colour to change the colour of the Heading's background
  • Font Family: Allows you to select from a small variety of fonts

For a full list of properties see the Common Field Properties article

Label

A label field accepts some text and produces a pre-formatted label to be inserted anywhere in your form.

Unique Properties

• Display
  
  • Font Size: sets the size of the font for the Label. This is set to 15.6 by default.
  • Bold, Italic & Underlined: Checking each of these properties adds the bold*, italic or underline properties to the Label
  • Font Colour: Accepts an RGB colour to change the colour of the Label's text
  • Background Colour: Accepts an RGB colour to change the colour of the Label's background
  • Font Family: Allows you to select from a small variety of fonts

For a full list of properties see the Common Field Properties article

Divider

A Divider is a purely aesthetic field which creates a line to denote a break or division between two sets of fields.

Unique Properties

• Display
  
  • Options Divider Style: Provides a small list of divider styles to suit various needs. Options include, Invisible, Solid, Double Solid, Dashed, Dotted, Fancy Top and Fancy Bottom.

For a full list of properties see the Common Field Properties article

Notes/Help Editor

A Help / Notes Editor is used to add content to a form to provide non-field information. For example, if you need instructions or usage notes at the top of a form that are for display only, use a Notes/Help Editor. The value for this type of field is not submitted back to the server.

Unique Properties

• Display
  
  • Notes/Help: Edit the content of the Notes/Help field. This section accepts a mixture of HTML and plain text.
  • Popup Dialog On Click: Allows the user to click the field and have the content appear in a popup dialog box
  • Hide Notes/Help Content: Hides the content of the help editor. Best used in conjunction with Popup Dialog On Click

For a full list of properties see the Common Field Properties article

Summary Table

Best placed on the final page of a wizard, the Summary Table collects all of the data entered into the fields which have the Show in Summary property checked, and displays it for quick reference.