FMX's new "Form Builder" replaces the Custom Fields tab with a new way of organizing, creating, editing, and removing custom fields from various forms in FMX. Form Builder allows users to modify custom fields while seeing other fields, drag and drop to re-order fields, and supports a new function called "previews." Previews allow a user to preview a real form without creating a dummy request. Users can also preview forms as different user types, allowing you to see exactly what your users will see.
Getting started
To find the Form Builder (previously called "Custom Fields"), users can navigate to the Admin Settings in the sidebar, and find the "Form Builder" tab.
Note: If you previously had custom fields prior to the release of Form Builder, all of your custom fields will migrate into the new feature.
While in Form Builder, you can see all of the possible "Forms" you have to modify. Each form is separated by Module and by stage, such as Maintenance Requests (module) Details (stage).
You can search or filter by both Module and/or stage to find your exact form you want to work in. When you're ready to work in the form, you can click the "Edit" button on the far right.
Editing your form
When editing a form, you'll realize that the numbering/ordering system has changed. You can now drag/drop fields to re-order them within a form, and the numbers have been removed to clean up the field names.
You can click the "Edit" button on the custom field to edit the information. The editor appears in a slide out on the right side:
Note: There are 2 tabs in the custom field slide out: Details and Conditions. These are the same settings from the previous Custom Field feature. They are just organized in separate tabs.
Fields within the Form editor are only custom fields. Standard fields, such as Request type, Request name, Building, etc. are not editable in form builder, and cannot be re-ordered or changed.
Creating new fields
To add a new field, users can add a field below an existing custom field, or add a new field to the bottom of the form:
Deleting and re-instating fields
Users can delete a field and remove it from the form. If you want to add the field back into the form, you can do so by navigating to the "Inactive Fields" tab and re-instate the field.
Note: Re-instating the field will place the field at the bottom of the form order. You can drag/drop to place it where you want it.
Filtering custom fields
Users can filter the list of custom fields within a form by permitted user type, request types, field types, conditional fields, and require fields:
Previewing forms
This is new functionality that users did not have the option to do previously. Users now have the ability to preview a form without needing to create a dummy-request.
Previewing the form allows you to see both Standard fields AND custom fields simultaneously, simulating what the form would look like if you were interacting with a real request/form.
Start by going to the "Form Preview" tab in the form editor. Once there, you'll see the entire form laid out for you in a completing interactive interface. Users can use the dropdown selection fields, input fields, date picker fields, and so on. This fully simulates a real form. If conditional fields exist, such as fields based on Request type, Building, or User type, you'll be able to see the fields change as you make different selections:
While in the preview, you can also change the user type you are previewing as. This allows a user to impersonate different user types to see how the form will change based on different user types. This is great to see the difference between Admins, Requesters, Technicians, Community Members, etc. Simply click the menu, change the user type, and see how the form changes: