Configure the Sections for an eForm

To configure the settings for form sections, do the procedure in this topic.

Figure: Form Sections Settings screen

Form Sections Settings screen

Video: eForm Builder Interface

Video: Form Designer Overview

Video: Salesforce Query and Second Form

Examples

Good to Know

How to Start

  1. Open eForm Builder.

    For information about how to open this screen, refer to eForm Builder screen.


    Eform Builder screen
  2. On the eForm Builder screen, click Sections.

    Click Form Sections

Procedure

  1. On the Form Section Settings screen, in the General tab, complete these fields as necessary.
    Field Name Definition

    Add New Section

    Function:
    Specifies the title for a form section.
    Accepted Values:
    One line of text that can have spaces.

    Click Add to add a new section.

    Default Value:
    None
    Example:
    Refer to:

    List Of Sections

    Function:
    Specifies the first form section to show to the form user.
    Accepted Values:
    A list of sections on your eForm.
    Default Value:
    Section 1
    Example:
    Refer to:

    Delete Delete icon

    Function:
    Deletes the form section.

    Validation Rule Validation Rule icon

    Opens this Screen:
    Validation Rule Builder screen
    Function of this Screen:
    Lets you configure validation rules for your eForm.
    Example:
    Refer to:
  2. On the Settings tab, complete these fields as necessary.
    Field Name Definition

    Navigation Style

    Function:
    Specifies how the form user can go through the form section.
    Accepted Values:
    • Sequential - Lets the form user go through the sections in a specified sequence.
    • Adhoc - Lets the form user go to any section.
    Default Value:
    Sequential
    Example:
    Refer to:

    Show Navigation Bar

    Function:
    Specifies if the navigation bar shows on the eForm.
    Accepted Values:
    • Yes - Shows the navigation bar in the eForm.
    • No - Does not the navigation bar in the eForm.
    Default Value:
    Yes
    Example:
    Refer to:

    Next Button Text

    Function:
    Specifies the text to show on your next button.
    Accepted Values:
    One line of text that can have spaces
    Default Value:
    Next
    Example:
    Refer to:

    Set Fixed Height

    Function:
    Specifies if the sections are set to a specified height.
    Accepted Values:
    • Yes - The sections have a fixed height.
    • No - The sections do not have a fixed height.
    Default Value:
    Yes
    Example:
    Refer to:

    Clickable Navigation Bar

    Function:
    Specifies if the form user can click the navigation bar to go to a different form section.
    Accepted Values:
    • Yes - The form user can click the navigation bar.
    • No - The form user can not click the navigation bar.
    Default Value:
    Yes
    Example:
    Refer to:

    Previous Button Text

    Function:
    Specifies the text to show on your previous button.
    Accepted Values:
    One line of text that can have spaces
    Default Value:
    Previous
    Example:
    Refer to:

    Execute Display Rules on Form Load also

    Function:
    Specifies whether to run the display rules for the form section.
    Accepted Values:
    • Yes - The display rules run when the form shows.
    • No - The display rules do not run when the form shows.
    Default Value:
    Yes
    Example:
    Refer to:
  3. On the Layout tab, complete these fields as necessary.
    Field Name Definition

    Navigation Bar Style

    Function:
    Specifies the style of the navigation bar.
    Accepted Values:
    A list of navigation bar styles.
    Default Value:
    The first navigation bar style.
    Example:
    Refer to:

    Navigation Bar Position

    Function:
    Specifies the position of the navigation bar.
    Accepted Values:
    • Top
    • Left
    • Right
    • Bottom
    Default Value:
    Top
    Example:
    Refer to:

    Pagination Buttons Position

    Function:
    Specifies the position of the page navigation buttons.
    Accepted Values:
    • Bottom Right
    • Bottom Left
    • Bottom Center
    • Bottom Left and Right
    • Top Left
    • Top Right
    • Top Center
    • Top Left and Right
    Default Value:
    Bottom Right
    Example:
    Refer to:
  4. On the Appearance tab, complete these fields as necessary.
    Field Name Definition

    Background

    Function:
    Specifies the background color for your navigation bar.
    Accepted Values:
    A color value using a hex code, RGB code, or RGBA code.

    You can enter a color code, or select a color from the palette.

    Default Value:
    #ff0000
    Example:
    Refer to:

    Title Background

    Function:
    Specifies the title background color of your navigation bar.
    Accepted Values:
    A color value using a hex code, RGB code, or RGBA code.

    You can enter a color code, or select a color from the palette.

    Default Value:
    #ff0000
    Example:
    Refer to:

    Title Foreground

    Function:
    Specifies the title foreground color of your navigation bar.
    Accepted Values:
    A color value using a hex code, RGB code, or RGBA code.

    You can enter a color code, or select a color from the palette.

    Default Value:
    #ff0000
    Example:
    Refer to:

    Selected Title Background

    Function:
    Specifies the title background color of the selected navigation bar.
    Accepted Values:
    A color value using a hex code, RGB code, or RGBA code.

    You can enter a color code, or select a color from the palette.

    Default Value:
    #ff0000
    Example:
    Refer to:

    Selected Title Foreground

    Function:
    Specifies the title foreground color of selected navigation bar.
    Accepted Values:
    A color value using a hex code, RGB code, or RGBA code.

    You can enter a color code, or select a color from the palette.

    Default Value:
    #ff0000
    Example:
    Refer to:

    Visited Title Background

    Function:
    Specifies the title background color of the section of the navigation bar the form user has opened before.
    Accepted Values:
    A color value using a hex code, RGB code, or RGBA code.

    You can enter a color code, or select a color from the palette.

    Default Value:
    #ff0000
    Example:
    Refer to:

    Visited Title Foreground

    Function:
    Specifies the title foreground color of the section of the navigation bar the form user has opened before.
    Accepted Values:
    A color value using a hex code, RGB code, or RGBA code.

    You can enter a color code, or select a color from the palette.

    Default Value:
    #ff0000
    Example:
    Refer to:

    Title Hover Background

    Function:
    Specifies the title background color of the navigation bar when the form user hovers the cursor over it.
    Accepted Values:
    A color value using a hex code, RGB code, or RGBA code.

    You can enter a color code, or select a color from the palette.

    Default Value:
    #ff0000
    Example:
    Refer to:

    Title Hover Foreground

    Function:
    Specifies the title foreground color of the navigation bar when the form user hovers the cursor over it.
    Accepted Values:
    A color value using a hex code, RGB code, or RGBA code.

    You can enter a color code, or select a color from the palette.

    Default Value:
    #ff0000
    Example:
    Refer to:

    Background (Section Style)

    Function:
    Specifies the background color of the form section.
    Accepted Values:
    A color value using a hex code, RGB code, or RGBA code.

    You can enter a color code, or select a color from the palette.

    Default Value:
    #ff0000
    Example:
    Refer to:

    Show Border

    Function:
    Specifies if the eForm shows a border around the panel.
    Accepted Values:
    • Deselected - Shows no border.
    • Selected - Shows the border.
    Default Value:
    Selected
    Example:
    Refer to:

    Border Width (px)

    Function:
    Specifies the width of the border in pixels.
    Accepted Values:
    • 1
    • 2
    • 3
    • 4
    • 5
    Default Value:
    1
    Example:
    Refer to:

    Border Color

    Function:
    Specifies the border color for your control.
    Accepted Values:
    A color value using a hex code, RGB code, or RGBA code.

    You can enter a color code, or select a color from the palette.

    Default Value:
    #ff0000
    Example:
    Refer to: