Article Content

Overview

A form card refers to a primary group of content within a standard form – either in the Sidebar Card, or within the main form area. Administrators can add multiple form cards to the main form area, to help to separate form content. You may also add form sections, which function as secondary content groups within unique form cards.

User Account Requirements

The user must have Administrator permissions in order to access the Admin Overview screen.

Related Information/Setup

Please refer to the following articles for more information:

• Adding a Visibility Rule to a Form article.
• Add a Section to a Form article.

Navigation

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

Administration Icon

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

Administrator Settings Menu

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

Configurable Forms Tile

4. From the Admin: Configurable Forms screen, enter a form name in the Search field to narrow the search results.

Search Field

5. Click a Form Name.

Form Name

Adding a New Card to a Form

1. From the Admin: Edit Configurable Form screen, scroll to the bottom of the form.

Admin: Edit Configurable Form Screen

2. Click on the + Card button to add a card to the form. The new card will appear on the form above the + Card button.

+ Card Button

3. Click the Edit icon in the top-right corner on the new section.

Edit Icon

4. From the Edit Form Section pop-up, enter a section title in the Section Title field. All Cards should have a section title.

Section Title Field

5. (Optional) Click the Make Section Collapsible toggle switch to enable the following options:
   • Expanded: Shows the sections contents by default.
   • Collapsed: Hides the sections contents by default.

Make Section Collapsible Toggle Switch

6. (Optional) Select a Visibility option:
   • Always: The card and its contents are always visible.
   • Only If: The cards contents are only visible when the rule is met. Please refer to the Adding a Visibility Rule to a Form article for more information.

Visibility Options

7. (Optional) Click the Enable Tabs toggle switch to create card-level tabs. The Enable Tabs toggle switch is only available when the Make Section Collapsible toggle switch is deactivated.
   • Click the + Add Another Tab link to enter the tab name and create a card-level tab.

Enable Tabs Toggle Switch

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

Done Button

9. Click the Move icon to drag and drop the form card into a different position. 

Move Icon

Additional Information

• Avoid replicating the default header navigation (i.e., Details, Relationship Graph, History, Communications) when enabling new card tabs.
• The number of card tabs you create should not exceed seven, depending on the length of each tab’s name (limit them to one or two words). 
• If you have a lot of tabs on a card, consider breaking the content out onto a separate card to avoid a condensed tab view.