The visual editor

Use the visual editor to define the pages and questions for your form in Sage People.

The visual editor has the following options.

Use the form design buttons at the top of the visual editor to add pages, questions, options, and advanced design elements. As you create your form's structure, it appears as a tree view in the structure panel.

Select an item in the tree to open it in the right panel to edit its settings.

Editing panel

The editing panel is where you configure options for the element you've selected. This can be the form element, a page within the form, a question, or an option. You can also edit advanced elements such as buttons, parameters, messages, and formulas here. The contents of the editing panel change depending on which type of element you select.

At the bottom of the edit panel, each element has Delete and Clone buttons:

• Delete: removes the element

• Clone: creates an identical copy of the element to use as the basis for a new element

Form structure panel

Use the form structure panel to define the layout of your form.

Select the plus + icon next to an item to expand its child elements. Select minus - to collapse child elements.

Drag elements such as pages, questions, and options to adjust the order these display in the form.

Form design buttons

Form design button	Description
New Page	When you create a new form, the system loads it into the editor with no pages. Select this button to add a new page to your form. The system uses a page to present one or more questions to the user. Forms must have at least one page.
New Question	Available when you've added and selected a page. Select the page and select New Question to add your first question.
New Option	Available when you've added a question that requires options, like a select list, radio buttons, or slider. Select the question in the form structure panel and select New Option to add each option in the list.
Save	Saves the form and returns you to the Form Definition page.
Advanced Mode	Toggles between the advanced editor and the simple editor. The advanced editor adds further buttons on the control menu, which provide options to customize your form further.

Advanced editing mode buttons

Advanced design button	Description
Simple Mode	Toggles back to the simple editor.
New Button	Adds a new custom button to the page you've selected. Buttons can perform additional actions such as skipping an irrelevant section.
New Message	Adds custom message text to the form, displays when a user submits the form. Messages apply at the form level.
New Formula	Adds a new formula to the page you've selected. It uses formulas to calculate or validate data items to save into the form object or a object you link. The system evaluates formulas when a user submits the form.
New Parameter	Adds a URL parameter to the form URL. Parameters apply at the form level.

 

See Advanced mode options for details of these advanced form elements.