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Form Editor Overview

The Form Editor is where the designer can create the desired form, with the fields and layout they need. It is also where the workflow and form security are set.

Form Editor Navigation

At the top of the Form Editor, you can navigate between the Design, Workflows, Security and Settings tabs, Preview the form, and Save or Close the form. You can also return to the App Dashboard by clicking on the App Dashboard icon, or by clicking on your company‚Äôs name at the top left, before the chevron and the application’s name.

Form Editor Navigation

The Form Editor tabs are used for the following:

Tab Description
Design The Design tab is where the App Designer can edit the design the selected form. Designers can add, remove, edit sections, add components and easily preview those changes.
Workflows The Workflows tab is where the App Designer can create and edit the workflow stages associated with this form.
Security The Security tab is where the App Designer can set each roles access to records, sections and fields for the defined workflow stages.
Settings The Settings tab is where the App Designer can define the name and description for the form, along with specify who can create records using this form.
Icon Name Description
Help Opens the GW Apps support website in another browser tab. Here you can access detailed help about all aspects of using GW Apps.
App Dashboard Closes the form editor and returns to the App Dashboard.
Preview Opens the preview dialog with the current form loaded, so that the App Designer can see how it will display to end users.
Save Saves all changes to the form. You will remain in the Form Editor after clicking on this option.
Save & Close Saves all changes to the form. You will remain in the Form Editor after clicking on this option.
Close Closes the form, returning you to the Forms Dashboard.

Design Tab Screen Layout

The Design tab of the Form Editor has three areas:

Name Location Purpose
Palette Left Side The palette is the list of layout component and fields that can be placed onto the form.  

When the Properties Panel is displayed, the Palette is made narrower and only shows the icons for the layout component and fields.

Form Layout Area MIddle This is where the form you are designing is built and displayed. Fields are dragged from the Palette and dropped on the Form Layout Area to created the design of the form.
Properties Panel Right Side This is where all the settings for the fields can be adjusted.  

The Properties Panel only displays when it is activated. When you first open a form only the Palette and Form Layout Area are shown. The Properties Panel displays when the designer clicks on the properties icon for the field or component.

They look like this:

Design Tab with Properties Panel Hidden
Design Tab with Properties Panel Shown

Form Design Basics

You create your form by finding the desired field type on the palette on the left side of the screen, then just drag & drop it onto the desired location on the form. You can also drag & drop existing fields within the form to change its layout. There are also components that allow you to choose one, two three or four column layout areas, a bit like putting things in a table in a document so they stay where you want them to.

Drag & Drop Form Design

You can then change the settings for the new field by typing them directly on the field or via the properties panel on the right side. (Click on the i icon on the right side of the field to open the Properties Panel.)

Form Editor Properties Panel

Once the form is laid out, move on to the Workflows, Security and Settings tabs to complete the design.

Next Steps

Below are links to articles that cover the next level of detail on form design:
Common field features and settings
Form layout part 1: Sections
Form layout part 2: Columns
As an example of the many field types available: Working with Text fields
Below are links to the two form building parts of the Building an Expense Reports App tutorial series:
Part 3 – Starting the Expense Reports Form
Part 4 – Completing the Expense Reports Form
Updated on August 6, 2019

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