Configure the Settings for an eForm

To configure the settings for your eForm, do the procedure in this topic.

Figure: Form Settings screen

Form Settings screen

Video: eForm Builder Interface

Video: Create Your First eForm

Examples

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 Settings.

    Click Form Settings

Procedure

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

    Form Title

    Function:
    Specifies the title text for your eForm.
    Accepted Values:
    More than one line of text that can have letters, numbers, spaces, and special characters.
    Default Value:
    None
    Example:
    Refer to:

    Form Title Style

    Function:
    Specifies the size of the title for your eForm.
    Accepted Values:
    • Small
    • Medium
    • Large
    • Extra Large
    Default Value:
    Large
    Example:
    Refer to:

    Form Title Alignment

    Function:
    Specifies the position of the title for your eForm.
    Accepted Values:
    • Left
    • Center
    • Right
    Default Value:
    Left
    Example:
    Refer to:
  2. On the Controls tab, complete these fields as necessary.
    Field Name Definition

    Label Position

    Function:
    Specifies the position of the text label that shows on your form for the control.
    Accepted Values:
    • Left - Specifies that the position of the label is to the left of the container.
    • Top - Specifies that the position of the label is to the top of the container.
    Default Value:
    Top
    Example:
    Refer to:

    Tab Key Orientation

    Function:
    Specifies the direction form controls are selected when a form user presses the Tab key.
    Accepted Values:
    • Horizontal - The cursor moves horizontally when Tab key is used.
    • Vertical - The cursor moves vertically when Tab key is used.
    Default Value:
    Horizontal
    Example:
    Refer to:
  3. On the Appearance tab, complete these fields as necessary.
    Field Name Definition

    Font Family

    Function:
    Specifies the font family of the input text and label.
    Accepted Values:
    A font name from the list.
    Default Value:
    • Modern theme - Roboto
    • Classic theme - Arial
    Example:
    Refer to:

    Font Size (px)

    Function:
    Specifies the size of the input text and label for your form control.
    Accepted Values:
    A positive integer.
    Default Value:
    • Classic theme - 12
    • Modern theme - 14
    Example:
    Refer to:

    Font Style

    Function:
    Specifies the style of the font for the input text and label.
    Accepted Values:
    • Bold - Shows the input text and label in bold.
    • Underline - Shows the label underlined.
    • Italic - Shows the label in italic.
    Default Value:
    None
    Example:
    Refer to:

    Background Color

    Function:
    Specifies the background 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:

    Form Title Color

    Function:
    Specifies the foreground 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:

    Set Image

    Opens this Screen:
    Image Picker screen
    Function of this Screen:
    Specifies an image for your eForm.
    Example:
    Refer to:

    Image Position

    Opens this Screen:
    Background Image Position screen
    Function of this Screen:
    Specifies the position of background image of your eForm.
    Example:
    Refer to:

    Apply Global CSS

    Function:
    Specifies whether to use the global CSS file on the eForm.
    Accepted Values:
    • Selected - The eForm uses the global CSS file.
    • Deselected - The eForm does not use global CSS file.
    Default Value:
    Selected
    Limitations:

    This field is available in these releases:

    CSS Class

    Function:
    Specifies a CSS class for the container of your control.
    Accepted Values:
    A valid CSS class.
    Default Value:
    None

    If you specify your CSS CSS icon on the top menu, the CSS is populated.

    Example:
    Refer to:

    Show Form Background to User

    Function:
    Specifies whether to show the eForm container background at runtime.
    Accepted Values:
    • Yes - Shows the eForm container background.
    • No - The eForm page size expands to the page borders, and the eForm container background does not show.
    Default Value:
    Yes
    Limitations:

    This field is available in these releases:

    Show Header to Form User

    Function:
    Specifies whether to show the top section of an eForm page to runtime app user.
    Accepted Values:
    • Yes - Shows the top section of an eForm page to runtime app user.
    • No - Hides the top section of an eForm page and aligns the lower sections with the top of the page.
    Default Value:
    Yes
    Limitations:

    This field is available in these releases:

  4. On the Actions tab, complete these fields as necessary.
    Field Name Definition

    Show Submit Button

    Function:
    Specifies if the eForm shows the submit button.
    Accepted Values:
    • Selected - The submit button shows, and you can specify custom text.
    • Deselected - The submit button does not show.
    Default Value:
    Selected
    Example:
    Refer to:

    Show Cancel Button

    Function:
    Specifies if the eForm shows a cancel button.
    Accepted Values:
    • Selected - The cancel button shows, and you can specify a custom text for the cancel button.
    • Deselected - The cancel button does not show.
    Default Value:
    Selected
    Example:
    Refer to:

    Show Save Button

    Function:
    Specifies if the eForm shows the save button.
    Accepted Values:
    • Selected - The Save button shows, and you can specify custom text.
    • Deselected - The Save button does not show.
    Default Value:
    Deselected
    Example:
    Refer to:
    Limitations:
    This field only applies to process-based apps. You can not save an eForm in a form-based app.

    Show Reset Button

    Function:
    Specifies if the eForm shows the reset button.
    Accepted Values:
    • Selected - The reset button shows and lets you specify a custom text for the reset button.
    • Deselected - The reset button does not show.
    Default Value:
    Deselected
    Example:
    Refer to:

    Show Print Button

    Function:
    Specifies if the eForm shows the print button.
    Accepted Values:
    • Selected - The print button shows and lets you specify a custom text for the print button.
    • Deselected - The print button does not show.
    Default Value:
    Deselected
    Example:
    Refer to:

    Show Save as PDF Button

    Function:
    Specifies if the eForm shows the Save as PDF button.
    Accepted Values:
    • Selected - The Save as PDF button shows and lets you specify a custom text for the save as PDF button.
    • Deselected - The Save as PDF button does not show.
    Default Value:
    Deselected
    Example:
    Refer to:

    Action Buttons Position

    Function:
    Specifies the positions of the action buttons in the eForm.
    Accepted Values:
    • Left - The action button shows to the left in the eForm.
    • Center - The action button shows to the center in the eForm.
    • Right - The action button shows to the right in the eForm.
    Default Value:
    None
    Example:
    Refer to:

    URL on Submit

    Function:
    Specifies the URL to send the form user when the eForm is submitted.
    Accepted Values:
    A valid URL.
    Default Value:
    submitstatus.html
    Example:
    Refer to:

    URL on Cancel

    Function:
    Specifies the URL to send the form user when the eForm is cancelled.
    Accepted Values:
    A valid URL.
    Default Value:
    None
    Example:
    Refer to:
  5. On the Advanced tab, complete these fields as necessary.
    Field Name Definition

    Cell Padding (px)

    Function:
    Specifies the space, in pixels, between the cell wall and the cell content.
    Accepted Values:
    An integer between 5 and 50.
    Default Value:
    10
    Example:
    Refer to:

    Row Spacing (px)

    Function:
    Specifies the space, in pixels, between the rows of the eForm.
    Accepted Values:
    An integer up to 50.
    Default Value:
    0
    Example:
    Refer to:

    Show Header to Form User

    Function:
    Specifies if the eForm header shows when the eForm opens.
    Accepted Values:
    • Yes - Shows the header.
    • No - Does not show the header.
    Default Value:
    Yes
    Example:
    Refer to:

    Enable Multiple Languages on the Form

    Function:
    Specifies if the form user can select a language from a list of available languages in the eForm.
    Accepted Values:
    • Selected - You can select more than one language in the eForm.
    • Deselected - You can not select more than one language in the eForm.
    Default Value:
    Deselected
    Example:
    Refer to:

    Allow User to Switch Form Language

    Function:
    Specifies if the form user can change the language in the eForm.
    To Open this Field:
    1. Select Enable Multiple Languages on the Form.
    Accepted Values:
    • Selected - Lets the form user change the language in the eForm.
    • Deselected - The language shows in the eForm based on the form user's settings.
    Default Value:
    Deselected
    Example:
    Refer to:

    Default Language Name

    Function:
    Specifies the default language to show on an eForm.
    To Open this Field:
    1. Select Allow User to Switch Form Language.
    Accepted Values:
    A language from the list.
    Default Value:
    None
    Example:
    Refer to:

    Show Validation Summary

    Function:
    Specifies whether the eForm shows all the validation messages.
    Accepted Values:
    • Selected - The summary of validation messages shows in the form preview or when the eForm opens.
    • Deselected - The summary of validation messages does not show.
    Default Value:
    Deselected
    Example:
    Refer to:

    Ask Confirmation On Submit

    Function:
    Specifies a message that asks for confirmation when a form user submits an eForm.
    Accepted Values:
    • Selected - Specifies a message that asks for confirmation when a form user submits an eForm.
    • Deselected - Submits the eForm with no confirmation.
    Default Value:
    Deselected
    Example:
    Refer to:

    Ask Confirmation On Save

    Function:
    Specifies a message that asks for confirmation when a form user saves an eForm.
    Accepted Values:
    • Selected - Specify a message that asks for confirmation when a form user saves a form.
    • Deselected - Saves the eForm with no confirmation.
    Default Value:
    Deselected
    Example:
    Refer to:

    Submit Validation Fail Message

    Function:
    Specifies a validation message that shows when the form user submits an eForm that has validation errors.
    Accepted Values:
    One line of text that can have spaces.
    Default Value:
    Validation Fails. Form cannot be submitted.
    Example:
    Refer to:

    Section Validation Fail Message (For Sections with Sequential Navigation Style)

    Function:
    Specifies a validation message that shows when the form user submits an eForm that has validation errors in the form section.
    Accepted Values:
    One line of text that can have spaces.
    Default Value:
    Validation Fails. Cannot be navigated.
    Example:
    Refer to: