Configurations

Form Builder Settings

Introduction

This section of the documentation details the process of configuration and customization of the contact information using the form builder, including the creation and editing of sections and fields within the form.

Creation and Editing of Sections

1. Form Selection:

   • Start by selecting the form you wish to modify from the settings menu.

2. Section Editing:

   • Choose an existing section to edit or create a new section by pressing the 'Add Section' button.

3. Section Properties:

   • Define the section name
   • Configure visibility (always visible, conditional, etc.)
   • Set display order
   • Determine access permissions

4. Field Management:

   • Add new fields to the section
   • Organize field order using drag and drop
   • Configure properties for each field

Available Field Types

• Text fields: For short or long textual information
• Numeric fields: For numerical values with validation
• Dates: For date and time selection
• Dropdown lists: For selection from predefined options
• Checkboxes: For multiple options
• Radio buttons: For single selection
• Phone fields: With specific format and validation
• Email fields: With format validation
• Document fields: For uploading and managing files

Advanced Configuration

Validation Rules

Set rules to ensure that entered data meets specific requirements:

• Required fields
• Specific formats (email, phone, etc.)
• Allowed value ranges
• Custom regular expressions

Conditional Logic

Configure field visibility and behavior based on conditions:

• Show/hide fields based on values of other fields
• Make fields conditionally required
• Set default values based on conditions

Visual Customization

• Organize fields in columns
• Configure spacing and alignment
• Set specific visual styles
• Add help text and instructions

Best Practices

• Keep forms concise and focused
• Group related fields in the same sections
• Use clear and descriptive labels
• Provide help text for complex fields
• Test forms with different user profiles
• Periodically review the utility and usage of fields