Understanding the Form Builder Interface

Understanding the Form Builder Interface

Notes

Overview

The Form Builder provides an intuitive interface to create, customize, and manage forms in Dyrect. From a single workspace, you can configure pages, add form elements, customize field settings, preview your form, and publish it.



Form Builder Interface Components

The Form Builder is divided into the following sections:

1. Form Header

The header displays the form name and provides quick access to important actions.

From here, you can:

  • View the form name.
  • Check the form status.
  • Preview the form.
  • Share the form.
  • Save your changes.


2. Form Navigation

The navigation bar allows you to move between different pages of the form.

You can:

  • Configure the Welcome Page.
  • Navigate through individual Form Steps.
  • Add new steps using Add Step.
  • Configure the Thank You Page.


3. Settings & Elements Panel

The left panel contains the tools required to build your form.

From here, you can:

  • Configure Page Settings.
  • Add form elements.
  • Drag and drop elements onto the form canvas.


4. Form Canvas

The center workspace displays the selected page and allows you to design the layout of your form.

You can:

  • Arrange form elements.
  • Edit page content.
  • View the overall form layout while building.


5. Field Settings

The right panel displays the configuration options for the selected page or element.

Depending on what is selected, you can configure:

  • Page Title
  • Description
  • Images
  • Validation
  • Required Fields
  • Other field properties

6. Preview & Save

Before publishing your form, you can preview it to verify the layout and functionality. Click Save to store your latest changes.


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