Therabyte Support

Questions answered in this article:

• What are the parts of properties of a Form?

• What are the preview options in a Form?

Related articles:

• Introduction to the Form Builder

• The significance of a digital signature on a form

• Form Builder 101: What are Bookmarked Blocks?

Properties

This section of the Form builder is seen on the right side of your screen whenever you click on the blocks within the form editor section. 

It would allow you to edit and customize your form one step further, such as: choosing multi or single options, requiring a field to be answered or a signature from a client, and a lot more.

Here’s an example of a Basic field type - property view:

1. Property Type

This is divided into 2 parts: General and Advance. Presently, users can only utilize the fields and features from the General section. 

2. Single/Multi Option

You can customize your Form fields ability to allow clients to fill in short or long answers. Also, if you choose the multiple-choice or dropdown field types - the single option allows only one answer. 

Whereas multiple options will give your clients the ability to choose 2 or more options from the choices you’ve provided on the question.

3. Field Type

This part of the properties lets you know what type of basic field you are using. It also allows you to change the field type from the dropdown.

4. Order

This specifies the number of field types or built-in blocks you have on a form. It also allows you to rearrange the order of your questions from the dropdown.

5. Required Field

Do you want to make sure your client answers an important question(s) before submitting a form? You can make sure of it by enabling this field when you Toggle On this option.

Note: A red asterisk on the form question will imply that this field is enabled.

6. Title/Description

This is where you can type your questions or subheading of a form. In a basic field type, this is always left blank as compared to a built-in block type for customization purposes.

7. Placeholder

This field allows you to provide more instructions on your question. Instances where you’d hint at them that they can choose 2 or more answers from the options provided in a question. Alternatively, if you have specific instructions that clients should follow when answering a question, this is highly recommended to be used.

8. Content

This section appears when you choose the multiple-choice and dropdown field type. You can choose to manually type your clients’ choices or utilize the database option. 

If you’ve chosen the database option, you have 3 options from the “Select Remote Source” dropdown: Funders, Practitioners, and Services. This is pulled out from your clinic’s internal database.

9. Delete/Duplicate

This is another area where you can choose and select the “delete” or “duplicate” option besides the blocks found in the form editor section, specifically the 3 vertical dots button.

Here’s an example of a Built-in block type ‘Terms of Service” - property view:

Note: These built-in block types have default content that you can choose to delete and add your personal clinic details on the fields provided.

1. Block Type

This part of the properties section lets you know what type of built-in blocks you’re using. You may also change the block type from the dropdown.

2. Title/Description

This is where the default block name is shown. You can also edit the block name on the field provided.

3. Signature 

You can Toggle ON this feature from the properties section or the blocks found in the form editor section. This is usually used when you’d like your clients to agree and confirm with the clinic rules and regulations, or this is enabled only at the end of the form. To understand more, please read the article: The significance of a digital signature on a form

4. Text Box 

In most built-in block types, the text box field contains a text editor to customize the content you’d like to be presented on the form. 

5. Delete/Duplicate

This is another area where you can choose and select the “delete” or “duplicate” option besides the blocks found in the form editor section, specifically the 3 vertical dots button.

Form Editor

This is the main body of the Form builder where you create and organize how your form will appear. This allows you to drag and drop the field types, and edit the content besides the properties section. 

Also, it lets the practitioner see the form - created as a whole by either clicking the Preview All button or the Form Preview button.

1. Step

This also signifies the form “page”. You can edit the step title according to how you’d like to customize your form.

2. + New Step

This allows you to add more pages to your form. Your form can be separated into pages depending on your Form headers or subtitles.

3. Preview All

If you click this button, this will open all “Preview” of the basic field and built-in blocks that have been added to the form modal. 

4. (+) and (x) buttons

This button allows you to add or delete basic field types on the row within a block. You can have 2 or more basic field types in a row.

5. Block

A block is a subsection within a page. You can also change the block name or leave it blank according to how your form will be created.

6. Block - Preview

When you click this button, it will automatically open and show all the field types added within a block. This gives you a preview of how your form would look within a block or section.

7. Block - 3 Vertical dots

The options you can choose on this dropdown would allow you to duplicate, delete, move, and view properties or a whole block within a form. 

The Save as Custom Block option is helpful when you’d like to save a repetitive block that you’d usually use across all your clinic forms. The bookmarked block can also be shared in the community. To know more, read: Form Builder 101: What are Bookmarked Blocks?

8. + Add Block

This button allows you to create a new block or section with your form page. In the dropdown option, you may opt to add a generic block or the built-in block types on the page.

9. Signature

Click on the signature button to enable ON or OFF this feature for the whole block. In preview mode, you’ll notice how the signature field is showing at the end of the block. This can also be enabled from the Properties section.

10. + Row

Click the button as it allows you to choose which type of basic field will be added to the row. This is an alternative if you don’t wish to drag and drop basic field-type blocks from the left sidebar.

11. Row - 3 vertical dots

This option is slightly different from the button used for a block. On the options found in a row, you have limited options to use: duplicate, toggle preview, or delete a field type within a block.