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Using the form builder

When creating a form, you will be presented with a canvas that allows you to add as many fields to your form as you like. To add a new field, click one of the blank field placeholders, and then click on one of the field types in the Add Field menu on the left. As you add fields and sections to your form, more placeholders will appear. Once you choose a specific field to add, the Field Settings panel appears on the left. This is where you can label your field and customize the field’s properties.

Field toolbar

Once you have selected and/or highlighted a field, a tool bar will appear above your field. This tool bar will help you design your form.

Cut

This option lets you move a field to a different placeholder on the form. Once you cut a field, you can then click on any placeholder and see a Paste option. Once you click Paste, the field will move to the selected placeholder. You can also paste the cut field above any existing field by selecting the field and using the Paste Above option.

Copy

This option lets you copy the current field. Once you copy a field, you can click on any existing placeholder to see a Paste option. Once you click Paste, the field will be copied to the selected placeholder. The original field will stay in place.  You can also paste the copied field above any existing field by selecting the field and using the Paste Above option.

Delete

This will delete the field that you currently have selected. You will receive a dialog box if the form has entries associated with the field. Deleting a field will delete all entry data associated with the field and cannot be undone.

Insert Field

This option allows you to insert a field above, below, before, or after the selected field.

Make Bigger/Make Smaller

Select the Make Bigger or Make Smaller to change the size of the field. You also have the ability to resize fields by clicking on the left or right edges of the field and dragging it to your preferred size. You can add up to six fields per row depending on the field type.

Justify Row

This option will automatically resize all fields to fit evenly in a row.

Paste

This option only displays if you have used the Copy or Cut option during form creation. This will paste a copy or move the selected field to the placeholder you have selected.

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