What You'll Learn

How to navigate the three main sections of the form builder
How to add and customize form elements
How to set up conditional logic for pages and fields
How to automatically prefill fields with data from your workspace

Before You Start

What you need:

An existing Forms V2 form
The following permissions in your security group:
- Can change site configuration settings
- Can configure forms

Need help with permissions? Check out our guide on permissions and security groups.

Understanding the Form Builder

The Forms V2 form builder is divided into three main sections:

Form Elements (left panel)
Form Editing Area (center)
Settings Panel (right panel)

1. Form Elements Panel

The left panel contains all available elements you can add to your form.

To add an element:

Use the search bar to find a specific element
Click and drag the element into your form

Available elements include:

Image
File
Heading Text
Display Text
Empty Space
Text
Multiline Text
Number
Date Time
Dropdown
Multiple Choice
Single Choice
Checkbox
Signature
Table
Chart

2. Form Editing Area

The center area is where you build and arrange your form.

Moving and Resizing Elements

Move an element: Click and drag the Move icon in the upper-right corner
Resize an element: Click and drag the Resize icon in the lower-right corner

Other elements will automatically reposition as you make changes.

Page Management Tools

At the bottom of the editing area, you'll find tools for managing pages and views:

Available tools:

+ button – Add a new page
Page dropdown – Access page options:
- Settings
- Duplicate
- Delete
- Move Left
- Move Right
Desktop/Mobile icons – Switch between desktop and mobile view
Cog icon – Open form settings

3. Settings Panel

The right panel changes depending on what you've selected. There are three types of settings:

Form Settings (Desktop and Mobile)

Access form-wide settings by clicking the cog icon at the bottom of the editing area.

What you can customize:

Form name – Edit the text to rename your form
Background – Upload a PDF, PNG, or JPG file
Title text – Adjust size, color, alignment (left, center, right), and format (bold, italic, underline, capitalize)
Field text – Adjust the same properties for text inside elements
Field appearance – Change background color, border color, border width (Bw), border radius (Br), and padding

If Mirror view is set to None, changes made in desktop view won't automatically apply to the app.

Page Settings

Access page-specific settings by clicking the page dropdown and selecting Settings.

What you can customize:

Page name – Edit the text to rename the page
Background – Upload a PDF, PNG, or JPG file for the page
Visibility – Use the Hidden checkbox to hide the page
Conditions – Set up logic to show or hide the page (see below)
Styles – Adjust page width, height, and padding
Layout – Choose:
- Field style: Normal or Transparent
- Layout type: Grid or Float
- Number of columns and row height
Delete – Remove the page from the form

Element Settings

Click any element in your form to open its settings. There are two tabs:

Settings Tab:

Title – Edit the element's title and choose whether to show or hide it
Field options – Depending on the element type:
- Allow multiple images or files
- Choose date format (Date, Date and Time, or Time)
- Configure chart axis titles/ranges and enable Display Line Details
- Set a default value
- Mark as Read-only, Required, or Hidden
Conditions – Set up logic to show or hide the field (see below)
Tooltip – Add a title and body text that appears when users click the information icon
Prefill field from – Automatically populate the field with data from your workspace (see below)
Duplicate or Delete – Copy or remove the element

Styles Tab

Adjust size, color, alignment, and format for both the title (text above the element) and text (content inside the element)
Background color
Border color, width (Bw), and radius (Br)
Padding (space between content and border)
Margin (space outside the field)
Layer stacking order
Positioning (X, Y coordinates, width, and height)

When text content is longer than the field width:

Text fields will display truncated text with ellipsis (e.g., "This is a long text...")
Navigation arrows appear on fields to allow users to scroll through long content
Fields with arrows will display the full text when users interact with the field

Tip: If your content is frequently cut off, consider increasing the field width in the Styles tab or using a Multiline Text element for longer content.

Setting Up Conditions

Conditions control when pages or elements are visible based on other field values.

To set up conditions:

Open the Page Settings or Element Settings and click the branches icon next to Conditions
Choose whether to Show or Hide the page or field
- If visible by default, set to Hide
- If hidden by default, set to Show
Select whether All or Any of the following conditions must match
Click + to add a new condition
Configure the condition:
- Select the Page and Field to check
- Choose an operator (is, contains, is greater than, etc.)
- Enter a value if required
Click the checkmark button to save your conditions