Customize forms within a form component

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 2분

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

    시작하기 전에

    Role required: admin

    이 태스크 정보

    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.

    프로시저

    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.

      Edit Form button on the form component

    3. Select the Edit Form button.
      Form Builder opens in a full-screen modal.
    4. 옵션: Move your cursor to individual fields to display additional options.
      Additional options on a field with callouts indicating the move button, the add buttons, and the delete button.
    5. 옵션: 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. 옵션: 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. 옵션: 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.

    다음에 수행할 작업

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