How do I organize my Form into Sections?

Charlotte Boatner-Doane - Forum Moderator
Charlotte Boatner-Doane - Forum Moderator
  • Updated

When designing a new Form in the Form Builder, you can add Sections to organize your Form into different parts to make it easier for users to complete.

Add a Section to a Form 

In the Form Builder, you can add a Section to a Form by clicking and dragging the Section component into the place in the Form where the new Section should begin.  Or, click Add Section to insert a new Section after the last item added.

add_section_options.png

Add a Label for your Section in the Label comment box. If you would like to provide additional Instructions for the Section, use the Instructions comment box. 

section_fields.png

Click Save to save your changes. 

To move a Section to another part of the Form, click the drag_icon.png icon and drag it to the desired location. 

move_section.png

To edit the Section Label or Instructions, click the edit_pencil_icon.png icon.

To delete the Section, click the trash_icon.png icon. Note that deleting the Section will also delete all components included in the Section.  In the resulting dialog box, click Delete if you wish to continue. 

Preview a Form with Sections

To see how your Form will appear to users, click Preview before publishing the Form

Preview_tab_form_builder.png

Only one Section will appear at a time for the user to complete. Click Next Section to move on to the next part of the Form

Next_Section_button.png

Click Previous Section to go back. 

Previous_Section_button.png

Once you have previewed your Form, you can either choose to Publish the Form or click Build to return to the Form Builder

publish_build_from_preview_form.png

Learn More

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