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Overview

Within form cards, form sections refer to the secondary content groups on the standard form canvas. Form sections are where you can drag and drop form elements (e.g., fields, relationships, formulas).

User Account Requirements

The user must have Administrator permissions in order to edit forms.

Related Information/Setup

Please refer to the Form Sections Overview article for further information on using form sections. 

Navigation

1. From the Home screen, click the Administration icon.

Administration Icon

2. From the Administrator Settings menu, click the Admin Overview link.

Admin Overview Link

3. From the Admin Overview screen, click the Configurable Forms tile under the Views section.

Configurable Forms Tile

4. On the Admin: Configurable Forms screen, from the list of form, click the form that you want to add a form section to.

Adding a Section to a Form

1. From the form, click the Section button within the relevant form card on the form canvas.

Section Button

2. Click the Edit icon in the top-right corner to display the Edit Form Section pop-up.

Edit Icon

3.  Under Section Width, select a width for the section. By default, 100 (full size) is selected.

Section Width

4. (Optional): Click the Centered toggle switch to center the section within the form card.

Centered Toggle Switch

5. In the Section Title field, enter a title for the section.

Note: Section titles are disabled when a section is tabbed.

Section Title Field

6. (Optional): To make the section either collapsible or expandable, click the Make Section Collapsible toggle switch to turn it on.

Make Section Collapsible Toggle

7. Under Collapsible Default on Load, select one of the options to adjust the default display settings:
   • Expanded will show the section's contents
   • Collapsed will hide the section's contents

Collapsible Default on Load

Note: A single section cannot be both collapsible and tabbed.

8. (Optional): To create section tabs, click the Enable Tabs toggle switch to turn it on.

Enable Tabs Toggle

9. Click the Add Another Tab link.

Add Another Tab Link

10. Enter a tab name in the text field. 

Tab Field

11. Continue steps a-c to continue adding more tabs as needed. To delete a tab, click the Delete icon.

Delete Icon

12. Click the Done button to return to the form canvas.

Done Button

13. (Optional): If the new section is collapsible, click the Expand icon to expand it and add elements. 

Expand Icon

14. Click the Collapse icon to collapse the section.

Collapse Icon

15. (Optional): If the new section has tabs, click a tab and add elements. These elements will appear on the form only when that specific tab is selected. 

Tabbed Section

16. To reposition a section on the form canvas, click the Move icon in the top-right corner of the section, then drag and drop it to a different canvas area.

Move Icon