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Editor Screen Overview

The Editor screen is the heart of the Form Builder. It is a robust, low-code environment that simplifies the creation of complex medical forms.

Editor screen

Here, you'll be able to:

  • add components to a page. Components can be either generics (inputs, containers, and buttons) or fields from templates,
  • add variables to store important information,
  • acquire data from internal or external API sources,
  • create multiple-page forms,
  • design and change the presentation of each element in the form and the form itself,
  • add content from data sources to components,
  • add interactions that are triggered by user input,
  • preview and publish forms, and
  • manage form versions.

The Editor screen comprises:

  • left panel
  • right panel
  • toolbar
  • canvas

Left Panel​

In the left panel, you can:

  • add templates and generics to canvas,
  • create variables to store values,
  • add external and internal data sources to a form, and
  • design multi-page forms for complex interactions.

Right Panel​

In the right panel, you can:

  • design and adjust forms and the properties of each component,
  • add content to components.

TIP: Since different components have different properties and capabilities, the content of the right panel changes depending on which component you have selected on the canvas.

Toolbar​

Toolbar

The toolbar contains the following information and functions:

  • name of the form,
  • name of the current page on the form (if the form has multiple pages),
  • undo and redo changes,
  • language picker,
  • button to show code
  • button that takes you to the preview and
  • a save button.

Canvas​

The area between the left and right panel is called canvas. This is where you drag and drop components to in order to include them in a form.