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Form Editor: 1 – Sections

A blank form starts with a single empty section, but you can have more sections if desired. A section is just a grouping of fields with a visible outline on the form. As sections have titles and outlines, they can be used to visually split a form into different  areas, which can help make the form easy to use. They also allow the designer to hide or make read-only a whole section instead of being forced to do that field by field. An App Designer can add new sections by dragging one from the palette of from elements on the left side, and dropping it where the new section is desired.

You can change which sections are shown to a specific user at a given workflow stage by editing the section properties on the Security tab.

To add a new section, drag the Section design element from the left-side palette and drop it where you would like the new section. New sections can be placed above or below existing sections, but not inside them, as it is not possible to nest sections.

Section Controls

Example of a New Section

You can change the name of a section, add or edit a section description, expand or collapse the section, change the order of sections, and delete a section.

Icon Description
Copy – Copies the current section and all of its fields. The copy is placed under the current section.
Up – This only displays if there is a section above the current section. It will move the current section up above the section currently above it.
Down – This only displays if there is a section below the current section. It will move the current section down below the section currently below it.
Properties – Displays the right side properties panel, with the following settings about the currently selected section: 

  • Name
  • Description
  • Hide Title and Description toggle
Remove the current section and all of its components.
Hide Section – Collapse section. Displays when the section is currently expanded.
Show Section – Expand section. Displays when the section is currently collapsed.

Demonstration Video

The following video outlines creating sections and columns:

 

Next Steps

Below are links to articles that cover the other general aspects of form design:
Form Editor Overview
Form layout part 2: Columns
Form layout part 3: Common Field Features
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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