The form editor is where you build the forms you’ll use to collect data from your site users. By getting to know the editor, you can use shortcuts and design quality forms.
- How to Access the Form Builder
- How to Add a New Question
- Form Title and Description
- Keyboard Shortcuts
- Save Forms
- Preview Forms
- Find and Replace
- Right Click Menu
- Question Morphing
- Bulk Editor
- Visual Editor
In order to Access the Form Builder:
- Click Edit your Site
- Go to Workflow Designer
- Click on the Form you wish to edit
NOTE: This will appear as "Form: [Form Name]"
Adding questions to your form is how you will build your form(s). You can add questions in two ways.
To add a question to the middle of the page:
- Click on the Questions tab on the left side of the Form Builder
- Click and Drag the question type you wish to add and place it wherever you need to within the page you are on.
To add a question to the end of the page:
- Click on the Questions tab on the left side of the Form Builder
- Double Click on the question type to have it added to the very end of the page you are on.
NOTE: See our documentation on Question Types to learn about which questions you should use to collect the data you need.
The Form Title is what your users see when they're treading through your form. You create the title at the form's creation, and can edit it at any time.
When a form is first created, the form title inherits the form name.
The Form Title is what your users see when they enter the form. This is different from the Task Name which the users will view when they are in the main application page.
- Go to the Form Builder
- Click the Form tab on the left-side panel.
- Update the Form Title & Description as required.
NOTE: When a form is first created, the form title inherits the form name.
The initial form title when creating the form cannot be longer than 50 characters when creating the task. Change it later to include:
- More than 50 characters
NOTE: HTML can be entered directly into the Title and Description fields and it will be observed within the live version of the form.
Since time is money, administrators can save a few clicks with the keyboard shortcuts. Your mouse must be within the editor box where your questions are located to apply these shortcuts. The “A” icon on the top-right of the editor will have a green plus sign when shortcuts are active. It will have a red minus sign when shortcuts are inactive and your mouse is not hovering over the editor box.
Save the form in its current form
|Select All Questions||CTRL-A||
Select all questions on the current page
Copy the selected question(s)
Paste the question(s) in the clipboard
|Delete||CTRL-D or Delete||
Delete the selected question(s)
|Previous Page||Page Up||
Go back to the previous page
|Next Page||Page down||
Go forward to the next page
- Click the Save button found at the bottom of the left side panel.
- Click the Save button found on the top-right bar above the editor box where your questions are located.
- Press [Ctrl] + S on your keyboard when your mouse is over your form questions.
Click the Preview this page button is on the top-right bar of the form editor. You can also preview the form from the workflow designer by clicking on the preview icon next to the form name.
NOTE: If your form contains Piping Variables used to pipe information from another form, or to pipe information specific to the user, these piping variables will not work correctly within the preview and the field will appear blank. If you wish to test your Piping Variables we would recommend using a test application. For more information in regards to this you can refer to How to Test your FluidReview Site: Testing Forms.
Find and Replace locates and replaces text or phrases in question titles, choices, variables, and extra description fields within a form. A dialog will appear allowing you to specify the text to locate, and what to replace it with. Specify if these changes occur in the entire form, on one page, or for selected questions.
To find and replace text on your form:
- Click on the magnifying glass icon on the top-right bar of the form editor.
- Enter in the word or phrase you want to change next to “Replace”.
- Enter in the new phrase or word next to “With”.
- Choose where the change should apply using the dropdown next to “In”.
Learn more about using Regular Expressions when searching for a keyword.
Form Versioning can restore up to 50 previous versions of your form. This can be useful if you accidentally delete or change your form.
To view and revert to a previous version of your form:
- Click on the "View Previous Versions" calendar icon at the top of the editor box.
- A dialog will then appear. Click on the date to see a listing of all the saved versions of the form.
- Click the View button to view the different versions.
- Click the Revert button to change your form back to a previous version.
You can move entire pages of your form around to change the order in which they appear to applicants.
To change the location of a page in your form:
- Click on the page number or page label at the bottom of your form editor.
- Drag and drop the page number before or after other pages in your form.
Page labels allow you to create named pages of your form that can then branch or jump users to. Page labels do not have a character type restriction, eg., #@!&$%, or character limit.
To change the page title:
- Click on the Page tab within the form’s editor.
- Under "Page Label" input your new page title. The new name will apply to that page.
- Repeat this step for each page.
Like keyboard shortcuts, the right click menu exists for power-users. It will save you time when building many or longer forms.
Right Click Menu Tools
Removes and copies to the clipboard all selected questions.
Copies to the clipboard all selected questions.
Pastes all questions in the clipboard to the form.
Deletes all selected questions.
Allows you to select a page and moves all selected questions to that page.
Duplicates all selected questions.
|Change Question Type||
Lets you change the question type. This option is not recommended for live forms.
Allows you to access the piping wizard to add piping logic to your form.
|Mark All/Some as Optional||Makes selected questions optional for applicants.|
|Mark All/Some as Required||Makes selected question required for applicants.|
Allows you to set up looping logic (option only shows up when certain question types are on your form: Text Response, Checkbox, Text Response Grid, Multiple Choice Grid, Checkbox Grid, and Semantic Differential).
To change from a Section Heading to a Yes/No question type:
- Right-click the question you would like to morph.
- Select Change Question Type from the list of options.
- In the dropdown, select "Yes/No".
- Click Morph Field
Another way to morph a question is to: (1) click the question, (2) on the left-hand side of the Options panel, select "Yes/No" under the dropdown "Type".
In the case that you have a long list of choices or variables, or a list that you'll be re-using often throughout your many forms, it may be useful to use the bulk editor. The bulk editor converts lists into choices/variables/rows, while giving you the option of saving them for use on any future question. The Bulk option is available under all "Choices" and "Variables" on the left-hand floating editor box.
Select from 1 of 23 available presets.
|Save a Preset||
If a preset is not available, you can create one for later use.
You can edit a preset after the fact. However, any changes made will not save unless it is as a custom preset.
Additionally, you can also save custom bulk lists. To create a custom bulk list:
- Click on the “Bulk” button when adding choices, variables, rows or columns to a question.
- Once the dialog appears, write or paste your list into the text field. Make sure that each item in the list is on a separate line.
- Enter a name for your list and click Save.
Save a Custom Preset
Enter the name of the present you'd like to use.
Information typed into here will save in the custom preset. Note that, despite the fact it is a preset, you can still alter it after the fact.
The visual editor allow you to insert images, text, videos, links, and more to your form. The editor is available in the Question Titles, and Form and Question Descriptions, but not for the Form Title, Choices or Variables.
To access the visual editor:
- Click on the question you wish to edit
- Under the Options panel on the left, Click on the question title or extra description text box
- Click on the Open Visual Editor button beneath the text box.
- Edit your text using the options available in the visual editor.
- Click OK.