Getting Started with the WebForm Builder

Before jumping into the Form Builder, let's get a little perspective on why there is a WebForm Builder separate from a Doc Editor.

Since there is so much overlap with the Doc Editor, learning to use the Form Builder will be easy. However, there are some key differences between the two that are important to understand.

This module will cover:

1. How to Start Building a WebForm

2. How to add WebForm Elements

3. How to Edit Elements

4. How to Merge Fields

How to Start Building a WebForm

Setting up a WebForm is also very similar to setting up a Doc.

1.  From the Lobby, click Create in the top right then Build a WebForm

2.  Change the name by clicking directly into the name box in the top left and entering in the new name

How to Add WebForm Elements

There are two ways that you can add the elements mentioned above to your WebForm.

1.  By drag and dropping the selected element.

2. By clicking the fields in the order that you'd like to add.

How to Edit Elements

By selecting the gear icon on any of the elements, you can customize certain settings such as label, special validation, error message, and hover text. Simply make your changes, then select save.

How to Merge Fields

Merge up to three elements by holding the shift key while selecting them then right-click to merge them onto one line.

NOTE: This only works with Single Line and Drop Down Select elements. Also, if you need to delete an element that is merged, you will first need to un-merge the elements by right clicking on one of the merged elements. Then, you will be able to delete the element.

Your Turn

Set up your first web form and name and custom URL.

Great.  So now that you have an overview of WebForms, we'll go over all of the different elements you can add in a WebForm starting with the most popular.