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Native Forms
Documentation

Using Elements

A form is composed of a set of elements allowing for either data entry or the display of information. Each element can be customized by overriding its properties.

How to add an Element to a form

Adding an element is as simple as drag and drop. An element must be contained with a section and only 2 elements can share the same row at a time.

The different types of elements

The form builder supports 3 types of elements.

  • Object Fields are the API fields for the object the form will be interacting with. By selecting Account for example when creating the forms the object fields section will include all supported/editable fields from the account object.
  • UI Elements are user interface elements allowing you to add more context to your form by adding Headers, Paragraphs, Help text….
  • Action Elements are designed to allow the user to take action. The submit button for example is required for the user to submit the form. The link element on the other hand allows you to provide the user with a link to external information that will open in another tab.

Customize elements in your form

To customize any element on your form all you need to do is select it by clicking on it in the form. The contextual configuration options will display on the right of the builder, allowing you to update the available element properties.

Removing elements from the form

To remove an element from the form you have two options:

  • Drag the element back to the elements list on the left. When you see a red overlay you can release the element to be removed.
  • Select the element by clicking on it. In the element configuration on the right a delete elements button is available. Click on it to remove the element from the form.

Adding Images

Images can be customised just like any other element. The main difference is that instead of dragon them from the left side bar you can Drag any image from your desktop directly to the form and the image will appear alongside the other elements.