Create Screens in the Builder

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Screens, the foundation of all forms, group together relevant fields for data collection, like Customer Information, Employee Information, Work Completed, and so much more.

Screens in the Builder

Screens in the Builder can be separated into two major categories: simple screens and repeating screens. This article will dive deep into the simple screen type. Visit the Help Center article, "Repeating Screen Types in the Builder" to learn more about screens that allow for repeat entries in the same fields.

Adding Screens

There are several methods for adding Screens to your form.

From the Workspace

In the center workspace, below the current last screen of the form, click Add Screen.

Builder_Add Screen.png

From the Outline

Close to the upper right corner of the Builder, toggle to the Outline in the right panel and click Add Screen.

Builder_Outline_Add Screen.png

Between Fields

In the center workspace, slightly to the right between two existing fields, hover your cursor and a + sign will appear. Click Screen Break and the field(s) below the dotted line will be moved to a new screen directly below. Please note, unless you collapse both the left and right panels, these buttons will be slightly cut off.

Builder_Center Workspace_Plus Button_Screen Break.gif

Between Screens

In the center workspace, slightly to the right between two existing screens, hover your cursor and a + sign will appear. Click Add Screen and a new screen will appear below the dotted line. Please note, unless you collapse both the left and right panels, these buttons will be slightly cut off.

Builder_Center Workspace_Plus Button_Add Screen.gif

Once your screen is created using one of the methods detailed above, don't forget to give the screen a descriptive Screen Name and start adding fields. 

Additional Screen Actions

If you later decide you don't need a screen, click the ellipsis icon in the upper right corner of the screen and select Delete Screen. This is also the menu where screens can be Duplicated, Converted to a Table, or Converted to a Loop.

Builder_Screen_Ellipsis_Delete Screen.png

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