How do I create Sections in a Form?
After Creating a Form, you can choose from various Form Builder Gadgets to add fields to your form. In Kuali Build, sections serve a few purposes. They act like containers for questions, help you organize your form, and create a more visually appealing form for your users. Sections can also be hidden from or exposed to a user based on how they respond to a question earlier in the form. Lastly, during the workflow process you can hide sections from approvers or give them permissions to edit certain sections of the form. See Workflow Settings: Form Edit Controls for more information.
Note: You will want to ensure that your gadgets appear inside a section so that they're visible to the user.
1. To add a section to your form, select Section from the list of gadgets and drag it into the middle panel.
2. In the Configuration Panel add a name for your section by typing it into the Gadget Label/Question field.
- The Field Preview box in the center panel will show you how the label looks
- In this screenshot example, I typed "Travel Request Information" as the Gadget Label/Question.
3. Make adjustments to the Section Settings. A few of those Settings are described below:
- Hide Gadget Label on Form: If you want to hide the section label on the form, you can enable the Hide Gadget Label on Form setting just below the Gadget Label/Question box. Once a section is hidden, the header will be removed from the section in the center panel and will be replaced with a section tag. The tag allows you as the app builder to identify section divisions more easily in the form builder, but it will not be visible to your users. Below is a screenshot of a section that has a hidden label.
- Description/help text: This adds additional text to the gadget that can be used as help text or additional explanation for the form submitter. It can be shown inline or behind a help icon.
- Office Use Only: This option will hide this section from form submitters and only make it available to reviewers and approvers. See Office Use Only Setting for more information.
- Limit visibility based on other gadgets: Rules configured in this setting can either hide or expose this section based on how a form submitter responds to previous questions. See How Do I Conditionally Show and Hide Parts of the Form Based on Responses in Other Gadgets?
- Custom page name: In Form Settings, you can choose to have sections rendered as pages to the form submitters. By default, Section Title is used as the page name. This setting allows you to customize the page name separately from the Section Title.
4. Once you have added your section, select a gadget, and drag it to the desired location in the Middle Panel. Make sure your gadget is placed within a section!
- It is also possible for you to have embedded sections, or sections placed within sections. When embedding sections, the form builder will visually adjust to allow you to more easily determine how sections are nested, which sections could be considered "parent/child sections," and which sections might be considered "sibling sections," or sections at the same level.
- Notice in the screenshot below, "Travel Request Information" is the top-level, or parent, section. "Destination" is a child section of "Travel Request Information." "Reason for Travel" and Department Reason for Travel" are child sections of "Destination," and they are also sibling sections of each other.
- Embedded sections will also be formatted for similarly for your form submitters. As you consider the design for your form and how you want sections to appear, you should also take into account how sections will appear for your end users. Use the Form Preview option above the Form Builder to see how the form will appear for your users. (Note: In the screenshot below, additional gadgets are not added to the form in order for you to more clearly see how embedded sections are displayed.)
How do I edit a Section in a Form?
To edit a section in a form, simply click on the section header or the section tab (where the field label is displayed), and the section's configuration panel will open and be free for you to edit.