Components

This page provides an overview of components including:

For more information on specific components, see that component's help topic.

About components

Use components to build your templates. Drag components onto your canvas to begin. To learn more about a specific component, select one from the menu to the right.

Component types

Skip to: Layout|Static text|Validated data entry|Option selection|Embedded information|Advanced components

Layout

The palette contains the following two layout components. Use these components to customize the layout of your template by creating sections and/or tables.

Static text

The palette contains the following display components. Use these components to add static text to your template.

Validated data entry

The palette contains the following components to gather data. Each enforces different data formatting rules.

  • Currency: Numeric characters only. May also include: decimal point/period (.); commas (,). Allows either one or two decimal places. Use commas as needed. If used, place them at three-digit intervals.
  • Date/Time: Display one of the following options in your form:
    • Date
    • Time
    • Date & Time
  • Email: Use the standard abc@def.xyz format.
  • Numeric: Numeric characters only. May also include: commas (,); decimal point/period (.); plus (+); or minus/hyphen (-).
  • Phone: 10-digit telephone number in one of the following formats: (555) 555-1212; 555.555.1212; 5555551212.
  • Text Box: Any text characters. To ignore carriage returns, set the Text Box Mode to Single Line. To recognize them, select Multiple Lines.
  • URL: An Internet address in the following format: http://www.abcdef.xyz

Note: All components except the display components check formatting rules.

Option selection

The palette contains these components for selecting multiple options:

Use this component when only one option can be selected:

You can also bind check lists, dropdowns, and radio buttons to a data source.

Embedded information

The palette contains these embedded information components:

Advanced components

Note: Media Upload and File Upload components have an upload limit of 25 MB. You can add multiple files.

Working with components

The following are common actions for all components in the palette. To see actions specific to a component, click on the component below.

Add component

  • Drag and drop the component onto the canvas from the palette

Edit component properties

  1. Hover over the component on the canvas and click Properties .
  2. Edit the properties and click Save.

To learn more about editing specific component properties and what those properties mean, click on a component below.

Position component

  • Drag the component anywhere on the canvas

Move multiple components at once

You can move multiple components at once on a template. Hold down the CTRL key and click each component to select the components you want to move. Then do either of the following:

  • Use the arrow keys to move the selected components.
  • Click and drag the components with your mouse.

Components on different pages can be moved using your arrow keys at the same time when highlighted. Highlighted components on different pages cannot be moved at the same time when clicking and dragging with your mouse. Components can not be moved outside of the canvas boundaries, however you can drag and click multiple components from one page to the other as long as they are within the canvas boundaries.

Resize component

  1. Hover the cursor on the component's outline to see the resize icon.
  2. Click and drag the component to resize.

Delete component

  1. Click the component to highlight it.
  2. Click Delete on the Template Toolbar.

OR

  1. Click Properties .
  2. Click Delete Component within the Properties dialog box.

Additional information

To use the following keyboard shortcuts, highlight one or more components on your canvas:

Action Keyboard shortcut

Copy

CTRL + C

Paste

CTRL + V

Cut

CTRL + X

Delete

Delete or Backspace

Undo

CTRL + Z

Redo

CTRL + Y

Highlight all

CTRL + A

  • When you have multiple components you want to apply the same style to, use this keyboard shortcut to highlight the components and then apply the formatting using the Template Toolbar.
  • This will not work if you have selected a Heading, Subheading, Text Box, or Paragraph component) in combination with another type of component as the Static Text components cannot be formatted using the Template Toolbar.

Unhighlight

CTRL + Click.

  • The unlighlight keyboard shortcut is useful when you have all components highlighted and want to unhighlight one component while keeping the rest highlighted

Display Diagnostics Info on Template Editor

CTRL + ALT + /

  • The diagnostics information displayed is the ComponentID and ComponentMasterID for each component on a template. Use this information when speaking with support. Use the command again to hide this information.

Move Multiple Components at Once

  • Use the arrow keys to move the selected components.
  • Click and drag the components with your mouse.

When creating a form template that will include data-bound components, it is important to have the Unique Name field filled out for your components — especially for those that will be linked to one or more data-bound components — so you can keep databound components organized.

By default, each component has the Unique Name property set as, i.e., “Heading1”, “Table1”, etc.

Example

Say you have a data-bound Dropdown component to show Employee IDs and have chosen an Autopopulate component that will populate with an employee’s job title once they have selected their ID.

In the Dropdown properties dialog, you would enter a Unique Name to help distinguish this Dropdown component from others and help locate this specific component, so you can easily select it when you go to link the Dropdown component to the Autopopulate component. You may choose a name like: EmployeeID.

Note: The Unique Name field format cannot include spaces.

Then you open the Autopopulate properties dialog and in the Select Component dropdown select “Employee ID” and then select “JobTitle” from the Field dropdown. Now the components are linked.

Giving the components unique names made this process easy. If we kept adding components that need to be data-bound without giving them unique names, we could easily lose track and waste time trying to figure out which components need to be linked. By giving your components unique names, you can streamline your process of making form templates.

 

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