This article explains how to use the Designer tab to build and configure a form’s layout, content, and general behavior.
how to manage the toolbox
The Toolbox contains all fields available from the Object selected for the form. To add a field from the Toolbox:
1. Locate the field in the Toolbox.
2. Click and drag the field.
3. Drop it onto the Designer Canvas.
The field will immediately appear in the form layout.
4. Click SAVE.
5 STEPS
1. The Toolbox contains all available fields from the Object selected for the form.
To add a field to the form, locate the field in the Toolbox.
2. Then click on a field and drag it onto the Designer canvas.
2b. Drop
3. Once you drop the field, it appears immediately in the form layout.
4. When you’re done, click SAVE to apply the changes.
5. That's it. You have managed the toolbox.
Here's an interactive tutorial
https://www.iorad.com/player/2669104/Forms----how-to-manage-the-toolbox?iframeHash=watchsteps-1&lang=en
how to add a picture to the form
To add a banner image to the top of the form:
1. Click the picture form button.
2. Select an image stored on the computer.
3. Click Open.
The image will be displayed at the top of the form.
4. Click SAVE.
4 STEPS
1. To add an image to the top of the form, click the Picture Form button.
Select an image from your computer and click Open.
2. The image appears immediately at the top of the form.
3. Once you’re satisfied with how it looks, click SAVE to apply the changes.
4. That's it. You're done.
Here's an interactive tutorial
https://www.iorad.com/player/2669112/Forms----how-to-add-a-picture-to-the-form?iframeHash=watchsteps-1&lang=en
how to enter title names
Title fields define the name of the form, pages, or sections. To enter a title:
1. Click on a Title field.
2. Enter a name.
3. Click SAVE.
3 STEPS
1. Title fields are used to label the form, individual pages, or specific sections.
To add or update a title, click directly on a Title field and enter the desired name.
2. Once the title is set, click SAVE to apply your changes.
3. That's it. You have enter the title name.
Here's an interactive tutorial
https://www.iorad.com/player/2669116/Forms---how-to-enter-title-names?iframeHash=watchsteps-1&lang=en
how to enter a description
Description fields are used to display longer explanatory text. To add a description:
1. Click on a Description field.
2. Enter the description text.
3. Click SAVE.
3 STEPS
1. Description fields are used to provide additional context or guidance within a form.
To add a description, click directly on a Description field and enter the text you want to display.
2. When you’re done, click SAVE to apply your changes.
3. That's it. You're done.
Here's an interactive tutorial
https://www.iorad.com/player/2669119/Forms---how-to-enter-a-description?iframeHash=watchsteps-1&lang=en
how to drag fields into the form
Fields can be added to the form in two ways:
Option 1: Drag individual fields
1. Click and drag a field from the Toolbox.
2. Drop it onto the Designer canvas.
Option 2: Add all fields at once
- Click ADD ALL FROM THE TOOLBOX to place all available fields into the form automatically.
If a field does not appear in the Toolbox, it must first be created and configured in the Field tab of the Object in the Data workspace.
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