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Legacy eForm Builder

The eForm Builder with a Beneficiaries Form open, with numbered callouts on the element list, form sections and buttons

Legacy eForm Builder is a tool you can use to create your own Forms. It's a WYSIWYG tool, and you drag and drop elements (and arrange them) to create a Form.

Here are some Form Builder features.

Description
1

Elements are listed here—under Basic or Advanced sections. Drag them to the right to add to the Form.

Tip: Quick Start Library contains pre-configured element sets to jump start building a Form.

2Your "canvas" where elements are dropped, arranged, and edited
3Form header
4

Close: Closes the Form Builder. Before closing, you are prompted to save.

Save: Saves your work. If any fields are not fully configured, you must deal with them before you can save your Form.

Preview: Saves your Form and opens a preview in a new browser window. These options are available in preview mode:

  • Print: Shows how the Form will look when printed. (It is rendered in another browser window.) Requires you to fill in required fields. Otherwise, an error message appears.
  • Save: Saves data you entered in the Form while in preview mode. Data is not saved to the actual Form and is removed when you return to the Form editor.
  • Delete: Deletes any data you saved in preview mode. When you preview the Form again, the default blank Form is shown.
5This is the Form display name, which you can change. Display name shows in Form lists, task instructions, and Form Report.
6Click the gear icon to set/edit element properties