Most Popular Form Elements

Now that you have more experience with the Doc Editor, parts of the WebForm Builder should immediately look familiar to you.

Most Popular fields are going to be some of the most commonly utilized fields on a form, such as Full Name, Email Address, and Full Address. There are also fields like Heading, Sub Heading, and Rich Text, which allow you to provide your users with more information on the form they are completing.

The best place to start will still be the Form Element toolbar (on the left).

First, we'll go over the Most Popular elements, many of which are self explanatory or the same as in the Doc Editor.

Most Popular

Creates a title at the head of a page or section.

A Heading for a subsection.

Similar to Add Text in the Doc Editor but with added formatting capabilities. Enables you write on your WebForm and embed images, hypertext, etc.

Creates a field for email addresses including placeholder text and validations.

Creates a field for phone numbers including placeholder text and validations.

Similar to Text Field from the Doc Editor. Creates a field for a single line of text.

Creates a field for multiple lines of text, this is particularly important if the end user needs to provide a lengthy description. You can enforce character limits on this type of field.

Similar in functionality to the Select Menu from the Doc Editor. You select one option of many. To customize the options, use the inspector (Gear Icon).

You have multiple options and can select all that apply or you select one option of many. Checkboxes will be used for 'Select All That Apply' situations and Radio Buttons will be used for either/or or yes/no selection. This must also be set up in the inspector.

Similar to Date Picker from the Doc Editor.

Adds a field for the applicant to upload attachments. This process is  simpler than with the Doc Editor since there is only one signer and they can upload multiple files at once.

Creates a field for names including placeholder text and validations.

Creates a field for addresses including placeholder text and validations.

Creates a field for dates including placeholder text and validations.

How to Set up Checkboxes and Radio Buttons

1.  Drag and drop the field from the Element Toolbar.

2.  Click the cog on the right of the field to pull up the inspector.

3.  Customize the field with corresponding title, options, requirements, etc.

4.  Select Radio Button or Checkbox in Option Type

5.  Click Save.

If you need more information on how to add Checkboxes and Radio Buttons, you can find it here.

As you can see, the WebForm Builder shares many functions with the Doc Editor. This first activity should be fairly familiar and easy.

Your Turn!

Go ahead and build your first web form! Try building a contact form for an IT help desk. Use all of the fields we just went over.

Great! Now we've covered the basics, let's learn more about the other specialized fields.

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