Table of Contents
The Form Editor Designer tool has been created with the aim to provide users with the ability to design and customise forms based on their own processes.
For projects with Form Editor Designer access enabled, Project Administrators will be able to use the Form EditorDesigner.
Accessing the Form
...
Designer
The form editor Designer can be accessed by Project Administrators in the Document Configuration:
Configuration → Document Types → Document →Form Types → Choose the Document you wish to design/edit → Click on Form Designer
In the Classic View of Configuration Click on Form Editor.
At a Glance
The Form Editor Designer screen has 3 main sections, from Left to Right:
...
| Note |
|---|
Standard Column Width Options (currently locked down to RIB only) There are 3 different column span options to enable faster form layout creation. Although currently locked down to RIB you are still able to adjust cell width. You can set your form layout column widths to be
 |
Editing the Form Area
The Form Area displays in the middle frame of the page, consisting of a grid.
To place a field on the form, simply drag from the panel on the left of the screen and drop into the desired position on the form editordesigner's grid.
You can then choose to expand the field to cover additional cells (below and to the right) as needed, and the Cell Properties panel will show on the right of the screen.
...
You may reset the entire layout to the original blank grid state by pressing 'Reset' at the bottom left of the page.
To exit the Form Editor Designer page, press 'Cancel' at the bottom right.
| Tip | ||
|---|---|---|
| ||
We recommend that you make a habit of saving your work in the Form Editor Designer at regular intervals. Don't forget to press 'Save' before you exit! |
...