Rival Help CenterWorkflow

Adding, arranging, and editing elements

Adding an element to a Form

When you click the Basic, Advanced, or Quick Start Library labels, a list of elements opens. To place an element on the Form, click and hold anywhere on the element and drag it to the Form.

A form element labeled Full Name with a drag handle on its left edge

When the element is on the Form, a dotted line shows where the element will be placed when you release the mouse button.

The form builder with a Full Name element being dragged between the Employee Information and Beneficiaries sections

Moving an element on an Form

After it is on the Form, use the ‘handle’ (left edge) to move it up and down.

A dark vertical drag handle on the left edge of a form section

Placement restrictions

Colors of element handles indicate where an element can be placed.

Two stacked form elements, Footer and Full Name, each with a drag handle

  • Dark gray elements can only be placed on the left edge of the Form.
  • Light gray elements can be place at the left edge or indented when placed under a section element.

Removing an element from a Form

After an element is on the Form, remove (delete) by selecting the gear icon and clicking Delete. You are prompted to confirm the removal.

A gear icon menu open with Edit Properties and Delete options

If you delete a section element that has elements within it, they are all deleted.

Editing an element

Click text on an element to edit that text.

The Full Name element selected, showing First Name, Middle Name and Last Name fields

Once an element is on the Form, it can be customized by selecting the gear icon and clicking Edit Properties. Each element has its own properties.

A gear icon menu open with Edit Properties and Delete options