Sections

Sections are visually distinct, collapsible segments of a form. Each field placed under a section is part of that section.

Sections can be read-only. For example, if you want a form to be read only but you still need users to sign it, put all the fields, except the Signature field, in a section and set it to read-only.

Settings

Editing a Section in the Form Designer

  1. Select the section on the canvas, and the options will appear in the right pane.
  2. Under Field label, enter the name that will appear above the section on the form.

    Note: The header for a section in a form is an h2 header, not an h1 header. Only the header of the form can be an h1 header.

  3. Under the Text above field and Text below field, you can enter any additional text that should appear with the section. Click the Insert Variable button to include a variable with this text.
  4. Under Display Options, select Read-only to make the fields in this section read-only. Users cannot edit read-only fields.
  5. Under Section Label Options, choose among the following options:
    • Show the section label, border, and text above field (selected by default): This option shows these elements of the section on the form. De-selecting this option is useful if you want to make a section of your form read-only (see Step 5) and not have the visual clutter of section headings.
    • Allow users to collapse and expand this section: If you choose to show the section label, you can select to allow users to collapse or expand the section. Selecting this option will display an expand/collapse button next to the section label. You can choose the default state for the section from the drop-down menu that is displayed when this option is selected.
  6. To configure advanced options, click the Advanced tab.
    • Under Tooltip, specify the help text that will appear when users hover over the field.
    • Under CSS classes, specify the CSS classes to assign this field. Learn more about using CSS.
  7. Select the Rules tab to create field rules specific to this field. Learn more about using rules.
  8. Your changes will be applied to the form automatically.

Note: The labels, tooltip, text above, and text below settings in the form designer support the use of simple HTML markup for formatting purposes.

Editing a Section in the Classic Form Designer

  1. Select the section on the canvas and click Edit.
  2. Under Section label, enter the name that will appear above the section on the form.

    Note: The header for a section in a form is an h2 header, not an h1 header. Only the header of the form can be an h1 header.

  3. Under Section label options, choose among the following options:
    • Hide the section label, border, and the text below the label: This option hides these elements of the section on the form. This option is useful if you want to make a section of your form read-only (see Step 5) and not have the visual clutter of section headings.
    • Allow users to collapse and expand this section: If you choose to show the section label, you can select to allow users to collapse or expand the section. Selecting this option will display an expand/collapse button next to the section label. You can choose the default state for the section from the drop-down menu.
  4. Under Text below field, you can enter any additional text that should appear with the section. Click the Insert Variable button to include a variable with this text.
  5. Under Section options, select Read-only to make the fields between this section and the next section (or the end of the form) read-only. Users cannot edit read-only fields.
  6. To configure advanced options, click the Advanced tab.
  7. When you are finished editing the settings, click Done. Your changes will be applied to the form automatically.