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Form designer

The Form designer is the visual workspace for creating and editing form definitions. A form is built from fields arranged in a vertically scrolling page. You can organize definitions in folders, place fields on a canvas, and create layouts for different screen sizes.

The left menu has three tabs:

Tab What you can do
Form Definitions Create and open definitions, organize them in folders, and move definitions between folders. The active definition also shows its available layouts so you can switch between them.
Toolbox Choose fields to place on the canvas. See the field library for the available types and their settings.
Structure Find and select fields by name or ID in a hierarchy of the active layout.

In Structure, a lightning icon marks a field with configured events or actions; a link icon marks a field linked to another field. You can temporarily hide fields while editing a complex layout. Selecting a field in the tree also selects it on the canvas.

When you edit an additional layout, the Toolbox shows fields from the root layout instead of offering new field definitions. This lets each layout reuse the same fields while arranging them differently. See Pages & layout for the root layout and screen-size settings.

The toolstrip above the canvas gives quick access to designer views and configuration areas.

Form designer toolstrip

The Interactive Designer shows the selected layout and its fields. Click a field on the canvas to highlight it and open its settings in the editing menu. The canvas and Structure tab stay in sync, so you can select a field visually or find it by name or ID.

The editing menu changes with the selected definition, layout, container, or field. Definition-level settings are different from field-level settings, and each field type has its own properties.

Form designer editing menu shortcuts

Section Purpose
Overview General information about the selected definition or field.
Layout Arrange fields and configure the selected form layout. Available for form definitions.
Properties Edit definition or field properties; see form properties and the individual fields.
Messaging Configure user-facing success, error, warning, and validation messages.
Events Add one or more actions to an event such as a click, load, or value change.
Action Flow Build the actions and conditions that make up form logic. Available for form definitions; see Logic.
Parameters Configure incoming parameters and fixed filters; see Parameters.
Plugins Enable and configure extensions for the form definition; see Plugins.

Below the canvas, the Footer provides shared tools such as lists, trees, states, workflows, stylesheets, and merge documents.