Create Sections in a Form
A good way to put form fields into groups such as General Information, Inspection, and Photos in a form is to create Sections. In this article, you will learn how to create Sections for your form in the Form Builder in the UtiliSync admin app.
Instructions
- Open the form you would like to create or edit in the Form Builder area of the UtiliSync Admin app. (See linked article below for more instructions.) You can add Sections to new forms or insert them into existing forms.
- If you are creating a new form, start by giving a Label to the Untitled Section.
- Next, add the fields in that section.
- Click on the +ADD SECTION button to create the next section, give it a Label and repeat step 2 to create the rest of the form.
- If you are adding Sections to a finished form, start by giving a Label to the Untitled Section.
- Drag the form fields that belong in that Section into the desired order by using the double row of dots to the left of each field.
- With the last field in the previous Section highlighted, click on the +ADD SECTION button to create a new Section. Label the new Section and repeat step 3 to organize the rest of the form.
- If desired, rearrange the order of the Sections by dragging the double row of dots to the left of the Section header.
- Delete or Duplicate Sections using the buttons in the Section headers.
- Sections are collapsable in both the Form Builder and in the live form. Organization Administrators can collapse sections to more easily navigate the form while editing. Users can collapse sections while filling out the form to quickly get to the parts of the form they need.
- When you are finished editing the form, remember to click the SAVE FORM button at the top right.
Success! Now you can create Sections in a form.