Form builder Element Guide

Form Builder :

What is Form Builder?

Form Builder is a tool for building/creating Forms. With the help of this tool, you can Add, Remove, Edit, / Update the properties of the Form.

Categories :

What are categories?

To set our created forms in a specific manner so that we can find them easily, we create categories.

Steps To Create New Categories :

Step 1 :

  • Click on the New Category button.

Step 2 :

  • Write the name of the category you want to create in the name textbox and click on create button to create a new category.

And in just two steps, your new category has been created.

Editing Category :

  • You can edit the category name by clicking the edit icon present on the category card.

Deleting Category :

  • You can delete the category by clicking the delete icon present on the category card.

Forms

Steps To Create New Form :

Step 1 :

  • Click the New Form button to start creating a new form.

Step 2 :

  • In the name textbox, write the name of the form you want to create.

  • In the type dropdown, select which type of form you want to create.

  • In the category dropdown, you will see a list of categories you have created. Select under which category you want to set this current form.

While editing the form, you can edit the name and change the category of the form, but you can't change the type of the form.

Step 3 :

  • After filling in all the information in step 2, click on the create button to create a new form.

After finishing the above three steps, a new card will be displayed in the form list. This card will contain the name of the form you just created, A label that shows which type of form it is, edit, and a delete button for editing and deleting specific forms.

Editing Form :

  • By clicking the edit icon present on the form card you can change the name and the category of that form.

Deleting Form :

  • By clicking the delete icon present on the form card you can Delete that form.

Types Of Forms :

There are two main types of forms. 1) Simple Form 2) Grid Form

Simple Form:

  • Simple Form contains only a single form, from which we can insert values and display those values in the reports section.

  • While Adding elements in Simple Form through element builder, you have to select only one section, which is the Main Section, because Simple Form Contains only a single section.

We will understand the simple Form using the following example:

  • Suppose we have to store the information about students present in a single class.

  • In this case, we will create a simple form named Class Students Information.

  • The Class Students Information contains form fields like Student Name, Age, Gender, Address, and Phone Number.

  • So as we see, All the information of the students is present under the single section here we can say, class.

  • So when we want to store the number of the information under a single section, then we use Simple Form.

Grid Form:

  • Grid Form Contains two forms in its two sections, Main and Bottom.

  • All the information passed through the Main form will be stored under the Bottom form section.

  • The Main section form is present at the center of the screen, and the Bottom section is present on the right side of the main section form.

  • While adding elements in Grid Form through element builder, you have to select under which section you want to add and how many elements.

We will understand the grid form using the following example:

  • As we see in the simple form example, if we want to store information about students present in a single class, we use the simple form.

  • But suppose we have to store the information about each student present in each class of school/college.

  • This Will be hectic work if we do it using a simple form because we have to create a separate form for each class to store the information of student present in it. In such conditions, we will use Grid Form.

  • So here, as per our example, the bottom section would be class, and under a class, we will store information of students (the same information that we store in simple form example) present under their respective class.

So, in short, we can say that if we want to store multiple records under a single section, we use Simple Form, and if we want to store multiple records under multiple sections, we use Grid Form.

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