Templates

Adding and configuring a field

Last Updated: Jan 04, 2019 09:43AM PST


This article is a high-level overview of how to add a new field to your form template in the Template Editor, both in the Form View and in the List View. We use a simple Text field as an example. The following articles provide additional detail.

To add a field, simply drag it over from the Template Fields panel into the Template Builder, and size/position it as needed.

In the Form View, this means using drag-and-drop to move and resize the field. You can also use the Display properties area of the Properties panel to fine-tune size and position. In the List View, this means dragging the field to the appropriate location within the tab/section hierarchy.


To configure it, use the Properties panel to set the field’s Name and any other properties. See here for more on field properties.

In the Form View, this means setting up the field’s behavior and metadata under the Field heading, and setting up its appearance and layout under the Display heading. In the List View, this just means setting up the field’s behavior and metadata under the Field heading. The field’s appearance and layout is more standardized, so Display properties are minimal.


And that’s it, you’re done! Adding a table is a little bit different from other fields and is covered in detail here.

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