Header

A header (also known as a label) is a special type of control which does not illicit any response.
Headers are only for informational and organizational purposes.

How to add a Header to an existing Form

  1. Navigate to your chosen form and enter into the form builder.
  2. Use your mouse to click on the word "Header" at the top of the page drag the word down into the Preview before releasing the mouse button.
  3. If you need to move your control somewhere else within the form, simply click and drag it where you want it to go.

Changing Header Properties

  1. Navigate to your chosen form and enter into the form builder.
  2. Click using your mouse to select the Header you wish to modify.
  3. Click on the + button in the top-right corner of the control.
  4. The Properties window will be populated with available properties for that specific control.
  5. When finished with changes to the control's properties, click Apply button at the bottom to retain your changes.

Header Properties

Text

Helpful Information

TextBox

A TextBox is the most basic but also the most powerful data collection tool available.

How to add a TextBox to an existing Form

  1. Navigate to your chosen form and enter into the form builder.
  2. Use your mouse to click on the word "TextBox" at the top of the page drag the word down into the 'Preview` before releasing the mouse button.
  3. If you need to move your control somewhere else within the form, simply click and drag it where you want it to go.

Changing Control Properties

  1. Navigate to your chosen form and enter into the form builder.
  2. Click using your mouse to select the TextBox you wish to modify.
  3. Click on the + button in the top-right corner of the control.
  4. The Properties window will be populated with available properties for that specific control.
  5. When finished with changes to the control's properties, click Apply button at the bottom to retain your changes.

TextBox Properties

Name
DisplayText
Required
Hidden
Active
Hint
PlaceHolder
HelperText
Character Counter
Character Counter Show
Password
Input Mask
Is Numeric
Decimal Digits
Decimal Format

Helpful Information

Editor

An Editor is a multi-line version of a TextBox.

How to add an Editor to an existing Form

  1. Navigate to your chosen form and enter into the form builder.
  2. Use your mouse to click on the word "Editor" at the top of the page drag the word down into the 'Preview` before releasing the mouse button.
  3. If you need to move your control somewhere else within the form, simply click and drag it where you want it to go.

Changing Control Properties

  1. Navigate to your chosen form and enter into the form builder.
  2. Click using your mouse to select the Editor you wish to modify.
  3. Click on the + button in the top-right corner of the control.
  4. The Properties window will be populated with available properties for that specific control.
  5. When finished with changes to the control's properties, click Apply button at the bottom to retain your changes.

Editor Properties

Name
DisplayText
Required
Hidden
Active
Hint
PlaceHolder

Helpful Information

Date

An Date is a special type of control used specifically for collecting values of Dates. * Calendar Day * Calendar Month * Calendar Year

How to add a Date to an existing Form

  1. Navigate to your chosen form and enter into the form builder.
  2. Use your mouse to click on the word "Editor" at the top of the page drag the word down into the 'Preview` before releasing the mouse button.
  3. If you need to move your control somewhere else within the form, simply click and drag it where you want it to go.

Changing Control Properties

  1. Navigate to your chosen form and enter into the form builder.
  2. Click using your mouse to select the Date you wish to modify.
  3. Click on the + button in the top-right corner of the control.
  4. The Properties window will be populated with available properties for that specific control.
  5. When finished with changes to the control's properties, click Apply button at the bottom to retain your changes.

Date Properties

Name
DisplayText
Hint
Required
Hidden
Active

Helpful Information

Time

An Date is a special type of control used specifically for collecting values of Time. * Calendar Minute * Calendar Hour

How to add a Time to an existing Form

  1. Navigate to your chosen form and enter into the form builder.
  2. Use your mouse to click on the word "Editor" at the top of the page drag the word down into the 'Preview` before releasing the mouse button.
  3. If you need to move your control somewhere else within the form, simply click and drag it where you want it to go.

Changing Control Properties

  1. Navigate to your chosen form and enter into the form builder.
  2. Click using your mouse to select the Time you wish to modify.
  3. Click on the + button in the top-right corner of the control.
  4. The Properties window will be populated with available properties for that specific control.
  5. When finished with changes to the control's properties, click Apply button at the bottom to retain your changes.

Time Properties

Name
DisplayText
Hint
Required
Hidden
Active

Helpful Information

Radio Button

Radio Button is a single control represented as multiple options to the user.
Only 1 of the available options may be chosen by a user.

How to add a Radio Button to an existing Form

  1. Navigate to your chosen form and enter into the form builder.
  2. Use your mouse to click on the word "Editor" at the top of the page drag the word down into the 'Preview` before releasing the mouse button.
  3. If you need to move your control somewhere else within the form, simply click and drag it where you want it to go.

Changing Control Properties

  1. Navigate to your chosen form and enter into the form builder.
  2. Click using your mouse to select the Radio Button you wish to modify.
  3. Click on the + button in the top-right corner of the control.
  4. The Properties window will be populated with available properties for that specific control.
  5. When finished with changes to the control's properties, click Apply button at the bottom to retain your changes.

Radio Properties

Orientation
Name
Hint
DisplayText
Required
Hidden
Active
Add Option

Helpful Information

Checkbox

Checkbox is a single control represented as multiple options to the user.
One or Multiple of the available options may be chosen by a user.

How to add a Checkbox to an existing Form

  1. Navigate to your chosen form and enter into the form builder.
  2. Use your mouse to click on the word "Editor" at the top of the page drag the word down into the 'Preview` before releasing the mouse button.
  3. If you need to move your control somewhere else within the form, simply click and drag it where you want it to go.

Changing Control Properties

  1. Navigate to your chosen form and enter into the form builder.
  2. Click using your mouse to select the Checkbox you wish to modify.
  3. Click on the + button in the top-right corner of the control.
  4. The Properties window will be populated with available properties for that specific control.
  5. When finished with changes to the control's properties, click Apply button at the bottom to retain your changes.

Checkbox Properties

Orientation
Name
Hint
DisplayText
Required
Hidden
Active
Add Option

Helpful Information

Picker (Dropdown List)

Picker is a single control represented as multiple options to the user.
Only 1 option may be selected by the user.
Use this control when displaying a long list of options which is too long to list using radio buttons. You can display text to the user, but save different (or the same) text in the response data.

How to add a Picker to an existing Form

  1. Navigate to your chosen form and enter into the form builder.
  2. Use your mouse to click on the word "Editor" at the top of the page drag the word down into the 'Preview` before releasing the mouse button.
  3. If you need to move your control somewhere else within the form, simply click and drag it where you want it to go.

Changing Control Properties

  1. Navigate to your chosen form and enter into the form builder.
  2. Click using your mouse to select the Picker you wish to modify.
  3. Click on the + button in the top-right corner of the control.
  4. The Properties window will be populated with available properties for that specific control.
  5. When finished with changes to the control's properties, click Apply button at the bottom to retain your changes.

Picker Properties

Add Option
Name
Hint
DisplayText
Required
Hidden
Active

Helpful Information

Signature Capture

Signature Capture is a special type of control which utilizes the user's screen to allow for a signature to be captured and stored with the form response.

How to add a Signature to an existing Form

  1. Navigate to your chosen form and enter into the form builder.
  2. Use your mouse to click on the word "Signature" at the top of the page drag the word down into the 'Preview` before releasing the mouse button.
  3. If you need to move your control somewhere else within the form, simply click and drag it where you want it to go.

Changing Control Properties

  1. Navigate to your chosen form and enter into the form builder.
  2. Click using your mouse to select the Signature you wish to modify.
  3. Click on the + button in the top-right corner of the control.
  4. The Properties window will be populated with available properties for that specific control.
  5. When finished with changes to the control's properties, click Apply button at the bottom to retain your changes.

Signature Properties

Name
DisplayText
Required
Hidden
Active
Hint

Helpful Information

Image Upload

Image Upload allows users to attach photos from their mobile device and attach them to the form response.

How to add an Image Upload to an existing Form

  1. Navigate to your chosen form and enter into the form builder.
  2. Use your mouse to click on the words "Image Upload" at the top of the page drag the word down into the 'Preview` before releasing the mouse button.
  3. If you need to move your control somewhere else within the form, simply click and drag it where you want it to go.

Changing Control Properties

  1. Navigate to your chosen form and enter into the form builder.
  2. Click using your mouse to select the Image Upload you wish to modify.
  3. Click on the + button in the top-right corner of the control.
  4. The Properties window will be populated with available properties for that specific control.
  5. When finished with changes to the control's properties, click Apply button at the bottom to retain your changes.

Image Upload Properties

Name
DisplayText
Required
Hidden
Active
Hint
Allow Quantity

Helpful Information

Calculated

Calculated controls use logic and/or math to produce the desired output value.

How to add a Calculated control to an existing Form

  1. Navigate to your chosen form and enter into the form builder.
  2. Use your mouse to click on the words "Calculated" at the top of the page drag the word down into the 'Preview` before releasing the mouse button.
  3. If you need to move your control somewhere else within the form, simply click and drag it where you want it to go.

Changing Control Properties

  1. Navigate to your chosen form and enter into the form builder.
  2. Click using your mouse to select the Calculated you wish to modify.
  3. Click on the + button in the top-right corner of the control.
  4. The Properties window will be populated with available properties for that specific control.
  5. When finished with changes to the control's properties, click Apply button at the bottom to retain your changes.

Calculated Control Operators & Functions

Calculated Control Properties

Name
DisplayText
Required
Hidden
Active
Hint
Allow Quantity

Helpful Information