Form Builder/Design Form vs Layout Form

[bigbacon]

Trying to understand the differences between the Form Builder/Design Form vs the Layout Form options when trying to layout a form.

I ave a form with a lot of sections I am trying to consolidate into less sections. The form currently, using UI policy, hides/shows sections based on the HR service and some variables that created the case. 

These sections often have the same variables as others. In the builder/designer I can't seem to recreate that kind of layout but if I use the Layout Form, I can put a field into multiple sections.

Why is that? Is this type of form building  a bad practice? If so, what is a better method to do this? this was all done by a contractor 5 years ago.

We often use a single COE across many services, often with no rhyme or reason. Like a general HR question end up in the same COE as a case to extend an offer to someone. This can then also be for a new person (non-employee) or an existing employee, of which we use different fields in the COE table.

[bigbacon]

Also, the Form Builder it wants me to really use doesn't even function correctly. I can't unmerge a section from another and I can't add new sections as it ALWAYS just removed whatever I changed when I hit save. Its like I have to use some combination of the layout first, then the builder second. Why is this all so terrible?

[Dr Atul G- LNG]

Hi @bigbacon 

I think you might be getting confused, or you may need to break down your requirements.

• When you say "consolidate," it means there are different views on the form, and now you want to make them into one view with one form.

• You need to get a list of what fields and sections are present, along with the applied policies, and whether those policies are global or specific to a view.

• Then, take the form design as the base and start consolidating the fields, removing unnecessary ones, and adjusting sections as needed.

If you open the form in a different layout, it might lead to confusion. Make sure to use the correct view form (like the default view or another view that is commonly used) to minimize the changes required.

It’s more about working with views and form layouts now.