Customize forms within a form component

Customize your form components by accessing Form Builder in UI Builder.

始める前に

Role required: admin

このタスクについて

You can edit form components without leaving UI Builder. Access Form Builder from within a form component on the UI Builder stage. After you save the form, your edits remain, and anyone who views the form sees the modified version. Changes made in Form Builder are reflected on the stage.

手順

1. Add a form component to your page.
   1. In the content tree, select + Add content.
   2. Select Form.
2. On the stage, move your cursor to the form component to display the Edit Form button.

   

3. Select the Edit Form button.
   Form Builder opens in a full-screen modal.
4. オプション: Move your cursor to individual fields to display additional options.
   
5. オプション: Insert fields by moving your cursor to the + button, which displays the + Add button, then selecting + Add.
   You can also drag additional fields onto the form from the Fields column.
   For example, you can add the Due date field below the Configuration item field, then select Save and Preview to save and preview the form.
6. オプション: Move a field by dragging the edge of a field to another place in the form and then selecting Save.
   For example, select the State field and place it below the Duplicate of field, then select Save.
7. オプション: Delete a field by selecting the X button on the field.
8. Select Save.
9. Close Form Builder to see your edits appear on the stage.

次のタスク

You can enhance the functionality of a custom form by configuring additional features. For more information, see Forms in Table Builder.

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