Initially, a form is created with no controls except for a Submit and Cancel button. You must add controls to the form in order to make it useful. Controls can be dropped from the palette or generated from a schema.
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From the Palette
When you create a new form from scratch, it has no controls other than the Submit and Cancel button. To make your form useful you must start by dragging in controls from the Palette and dropping them in your form.
As you begin to drag a control from the Palette, you’ll see thisicon, which means the control is not yet over a droppable area. You must drop controls into the body of the form; you can’t drop them into the toolbar nor can they be dropped below the Submit and Cancel buttons.
As you bring the control over the body of your form, the icon will change to one of the icons below:
- This means your control will be placed above the control over which you are hovering. You’ll see this icon when you drag the control over the top half of a droppable area.
- This means your control will be placed below the control over which you are hovering. You’ll see this icon when you drag the control over the bottom half of a droppable area.
- If you are hovering over a group control--tab, panel, section or repeat--this means your control will be placed inside the group control. (If other controls already are inside your group control, this icon appears only when you hover over the group control header and means your control will be placed inside the group, at the top. You’ll see the and icons as you hover over any controls inside your group control so you can govern exactly where inside the group control your new control will go.)
If you are not dragging your control over a group control, this means your control will be placed at the top of your form. Anywhere to the right of the printicon is a droppable area.
- This means your tab or table column will move to the right of the tab or table column on which it is being dropped. The icon only applies to tab and table controls.
Other important drag-and-drop rules:
- If you let go of a control while the icon is showing, your control will go back to where it was—either back to the Palette or where it was in your form before you tried to move it.
- You can never drop any control directly below a group control. If you want the control you are dragging to go below the group control, drop your control above a different control that is below the group control or first move the group control. Remember that the Submit and Cancel button are controls, too.
- You can never drop two different controls into a repeat control—for example, you cannot drag in a quantity control if your repeat control already contains an email control. If you need multiple controls inside a repeat control, first drag the controls into a section, then drop the section into the repeat. Once the section is inside your repeat you may not add anything else to the section, so build the section first in this case. You also may never drop a panel, tab or another repeat control inside a repeat control, nor may you drag in trigger, video, image or link controls. See Repeats for more details.
Note that repeat items automatically generated from a schema may not be dragged outside the repeat control since this would violate the constraints imposed by the schema.
You can generate controls automatically from schema elements, but you must first upload your schema into your Live Forms application. Once you've uploaded the schema and added schema elements to your form's Data Sources area, you can generate controls from these elements automatically. See Generating Controls from Schema Elements.