This product is in Beta. Please reach out to your Account Manager for more information. Please note that this Help Center article is in progress and will be updated.
Builder BETA is a fresh look & improved builder experience to help you build a form & get to value faster.
Accessing Builder BETA
When you click Create New in the upper right corner of the Forms page, you will be given the option to start a blank canvas in the Advanced Form Builder by clicking Start or click GIVE IT A TRY on the right side of the screen. This will launch Builder BETA. Builder BETA will always be available when starting a new form from scratch.
Note: If you have Web Forms, the Create New button is a drop down menu and you will select Mobile Form to access Builder BETA.
Form Building Basics in Builder BETA
Builder BETA is both fresh and familiar at the same time. Build a form fast with these new and existing functionalities.
Name Your Form
The name of the form will automatically populate with '[User's Name] New Form.' Hover over the area to reveal the title box, highlight the placeholder title and either immediately start typing the new title or hit backspace/delete.
Configuring Screens & Tables
Screens are sections in a form like Customer Information, Employee Information, Work Completed, etc.
With tables, users can enter the same row of information multiple times. For example, an inspection checklist may have multiple rows for rooms and within each row, a set of inspection values. For a time card, an employee may need to enter start time, end time, and lunch for every day they worked that week. A table is a great solution for these and many other use cases.
There are several methods for adding a screen or table to your form in Builder BETA:
Click Add Screen or Add Table located directly under a screen on the workspace.
Click Add Screen or Add Table located in the Screens preview panel on the right.
A unique feature of Builder BETA is the ability to create a new screen in the middle of an existing screen. Hover slightly to the right between two existing fields and a + sign will appear for you to select Screen Break. You can create a screen break and the next field(s) will be moved to a new screen.
Hover slightly to the right of the space between screens and a + sign will appear for you to select Add Screen or Add Table.
Naming Screens & Tables
Within a screen in the workspace, click the ‘Type screen name’ or 'Type table name' placeholder text to add a screen or table name and press enter or remove your cursor from the screen name text box.
Within the Screens preview panel, click the ‘Type screen name’ or 'Type table name' placeholder text to add a screen or table name and press enter or remove your cursor from the screen name text box.
Within the screen settings modal, accessible through the gear icon in the upper right corner of each screen, click 'Type screen name' or 'Type table name' and start typing. Move your mouse away from the screen name text box or hit enter to update the name.
Editing Screen & Table Settings
Screen Settings Modal
To adjust screen settings, click on the gear icon in the upper right corner of the screen.
Tip: Press ESC to close the settings modal.
In the upper right hand corner of a screen, click on the ellipsis icon to open the menu and select Duplicate Screen or Delete Screen.
After adding a table, the column title 'Untitled col 1' appears with a lock icon on the left hand side. The lock icon indicates this column is the Key Field within the table, which cannot be moved or deleted. Key Fields can be the following field types: Text, Number, Date, Time, Barcode, and Single Choice in the style of Drop Down.
A table is slightly different from a screen. The primary differences are:
Tables have a column tag attached to the column/field.
A table appears as a grid in the Preview panel.
Users can add as many rows as they need when completing a submission.
A field is at the core of building a form so we made it as easy and smart as possible. Field types allow you to quickly capture information in the format that makes the most sense for the information being collected or completing an action during the submission process. For example, date fields make adding a date easy and calculation fields can add, subtract, multiply, or divide values captured in the form or constants.
A field can be added to a screen multiple ways:
Drag & Drop or Click to Add
Use the Fields Library to drag-and-drop a field to a specific part of the screen or click a field type and it will be added as the last field within a screen.
+ Between Fields
Hover between two existing fields in a screen to expose a + button, then click Add Field.
Smart Field Recognition
Leverage smart fields to add fields fast. To add your first field to a form, click + Add Field, start typing a field label, and press Enter.
The field types you are familiar with are not missing, but simply in another location. Field types like Long Text, Drop Down, and Slider are now Styles in their respective Field Settings located on the General tab within the settings gear. Below are all current field types in Builder BETA and a list of the Advanced Form Builder field types that are now styles in the Builder BETA.
Text Field Type Styles: Single Lines (Short Text), Multiple Lines (Long Text)
Number Field Type Styles: Number, Increment, Slider, Currency
Single Choice Field Type Styles: Drop Down, Radio Buttons, Boxes
Multiple Choice Field Type Styles: Checkboxes, Buttons
Calculation Field Type Styles: Table Calculation (Summary)
Unique Field Interactions
When a single choice, multiple choice, calculation, or payment field is added to a screen, users are asked to enter options for single choice and multiple choice or a calculation for a calculation field.
Editing and Reordering Fields
To edit the order in which fields appear, simply hover over the field, click and hold while dragging the field to another location. Fields can be moved within a screen or to another screen.
Delete or Copy a Field
Hover over the field you would like to delete or copy and three icons will appear. Click the trash icon to delete. Click the second icon, two sheets of paper, to copy the field. Copying a field with multiple settings configured can save time during the building process.
Field Settings are found in the third icon, the gear, when you hover over a field. Field settings will vary for each field type, however there are a few settings in the General tab that will be consistent across most, if not all, field types.
Field Type Drop Down
To quickly switch a field type.
Required & Read Only
(1) Makes a field required to be filled out.
(2) does not allow the user to interact with the field in the form.
Dependent on field type. Picture below is the Date field type.
Provides a value by default to the user filling out the form. Pictured below is the Time field type.
Calculations, Conditions, & Reference Data in Builder BETA
One of the fields that help automate your form completion process is calculations. This field type is configured in the form building process and will run automatically when completing a submission, so the submitter can rely on the form to do the math for them.
Calculations in Builder BETA are located within the gear icon on calculation field types. Form builders will also get a reminder to the add calculation with a unique pop up detailed above in Unique Field Interactions. The layout of the calculation is now stacked. Calculations can draw upon other field values or use constants in the format of a number with up to six decimals or US currency.
Table Calculation is the new verbiage for the Summary Field and is located within the Calculation field settings modal as a radio button. When selected, you will be directed to select the Table and the Column you wish to Sum automatically. Average and Count are greyed out as these functions are not available yet but are Coming Soon!
Conditions allow users to skip or reveal screens and fields in the normal workflow if certain user defined conditions are met.
Access to Field Conditions is now located in the Field Settings modal. The modal is accessible through the third icon, the gear, on each field.
Screen Conditions are located within the gear icon on each screen.
Conditions are written in an "If - Then" statement. For example, if the projected costs of a project are over $1,000, the form requires an approval signature. Conditions can be based on a value, like the example below, or on a checkbox. Fields will have a branch icon to indicate a condition is attached.
Reference Data is available in Builder BETA! Now located in the settings gear of relevant fields, you can add reference data by importing comma separated value (also called CSV) files or using the Google Sheets integration. Fields will have a lightning bolt icon to indicate that it has reference data attached.
Additionally, all field types that support reference data are available to test in the interactive preview.
New Features in Builder BETA
User's can Undo and Redo an action in the Builder BETA when they make a mistake or want to retrieve a recent change.
To undo the last action, users can click the Undo button or hold CTRL + Z (or CMD + Z on MacOS). Users can undo every action until the last publish.
To redo the last action, users can click the Redo button or hold CTRL + Y (or CMD + Y on MacOS).
As you create your form in the workspace area, watch in the Preview on the right hand side to see how your form appears on a mobile device. If you have a long form with many screens, click on the Screens tab to see all of the screens within your form at a higher level.
It is important to keep in mind that the only interaction available in the Preview panel is moving from one screen to another.
Testing in Browser
It's easy to build forms and test them directly from your browser! Create your form in the workspace and click Test to try out your form in a browser. Go fill it in to see if everything is working correctly.
Please note this is a simulation of filling out a form on a mobile device and no data is being captured. If your form is complete, go ahead and click Publish to send the form to your users to fill out on their mobile devices in the field.
Saving & Publishing a Form in Builder BETA
Saving a Form
Users can save their work at any time during the form building process. To save a form, click the Save button on the top right.
Saving a form does NOT create a new version.
A form must be saved before publishing the form.
A form can be tested without saving a form first.
Publishing a Form
After a user has saved their progress in a form, they can click Publish to share it with their users.
To publish a form:
- First, click Save to activate the Publish button.
- Click the Publish button on the top right. In the Publish modal, select the users that will receive the form.
- Click the toggle to send users a notification that the newest version of the form is available.
- Click Save.
A new version of the form will be created every time you click Publish.
A form must be saved before publishing the form.
The Publish button is disabled until the form is saved.
A form can be tested without publishing first.
The form can be shared with select users or all users.
Leaving Builder BETA
If you would like to return to your comfort zone, or need access to features not yet available in Builder BETA, simply press the link to the Advanced Form Builder in the banner across the top of the screen. Everything you have built will be in your form still and you will not have lost any of your progress so you can switch back with confidence. Once you switch back to the current Builder, you cannot return to Builder BETA in this form so please be sure before you proceed.