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Form Builder - Quote

Purpose Statement

The Quote block in First Due's Form Builder allows users to add formatted quotations to printable and emailable forms. This feature automatically applies bold and italic formatting, along with quotation marks, to highlight important text while providing an optional caption for additional context or attribution.

Background Information

The Quote block is a formatting option available within the Form Builder. It allows users to emphasize specific text within a form without manually applying formatting.

The Quote block contains two primary sections:

  • Quote: Automatically displays entered text in bold and italics, with quotation marks surrounding the text.
  • Caption: Displays entered text in bold and italics without quotation marks.

Users can also adjust the alignment, change the block type, reposition the block, or delete it using the block's three-dot menu.

Required Permissions

Users must have the appropriate permissions to access and edit forms within First Due's Form Builder.

Note: The specific permission name required to modify Form Builder templates has not been verified. Contact your department's First Due administrator to confirm that your assigned role allows form editing.

Video

Step-by-Step Guide


Step 1: Open the Form Builder

  1. Navigate to the Form Builder within First Due.
  2. Select Create Form or Open an existing form that you want to edit.


Step 2: Add a Quote Block

  1. Locate the section of the form where you want to insert the Quote block.
  2. Select the Add (+) button at the desired location within the form.
  3. From the available block options, locate Quote.
  4. Select Quote to insert the block into your form.
  5. The newly added block will contain two text sections:
    • Quote: The primary quotation text.
    • Caption: Additional supporting text or attribution.


Step 3: Enter Quote and Caption Text

  1. Select the Quote section and enter your desired text.
    • The text will automatically appear in bold and italics.
    • Quotation marks will automatically appear around the entered text.
  2. Select the Caption section and enter any additional supporting text.
    • The caption will automatically appear in bold and italics.
    • Quotation marks will not be added to the caption.


Step 4: Configure the Quote Block

  1. Select the three-dot menu (⋮) associated with the Quote block.
  2. Use the available options to modify the block:
    • Alignment: Adjust the text alignment to left or center.
    • Convert To: Change the Quote block to another available block type using the dropdown menu.
    • Move Up: Move the Quote block higher within the form.
    • Move Down: Move the Quote block lower within the form.
    • Delete: Remove the Quote block from the form.
  3. Make any necessary adjustments to the block's position or formatting.


Step 5: Save and Review the Form

  1. Once you have finished configuring the Quote block, select Save to preserve your changes.
  2. Review the form to verify that the Quote block displays as intended.
  3. Confirm that:
    • The Quote text appears in bold and italics.
    • Quotation marks surround the Quote text.
    • The Caption text appears in bold and italics without quotation marks.
    • The block is positioned correctly within the form.
    • The text alignment matches your intended layout.

 

Best Practices

  • Keep quotations concise: Use short, meaningful statements to maintain readability within printable and emailable forms.
  • Use captions for attribution: Add supporting information or identify the source of the quotation in the Caption section.
  • Choose appropriate alignment: Use left alignment for longer quotations and center alignment when a quotation needs additional visual emphasis.
  • Position quotes intentionally: Place Quote blocks near the information they support.
  • Avoid unnecessary formatting: The Quote block automatically applies bold, italic, and quotation mark formatting to the primary text.
  • Review before distributing: Verify the final appearance of the Quote block before printing or emailing the form.
  • Save your changes: Always select Save after editing or repositioning a Quote block.

Troubleshooting & FAQs

Why are quotation marks automatically appearing around my text?

The Quote section automatically adds quotation marks to the entered text. This is part of the block's default formatting.

Why does the Caption section not display quotation marks?

The Caption section is designed to provide supporting text or attribution. It automatically applies bold and italic formatting without adding quotation marks.

Can I change the alignment of a Quote block?

Yes. Select the three-dot menu associated with the block and choose the available left or center alignment option.

Can I move a Quote block after adding it?

Yes. Open the three-dot menu and select Move Up or Move Down to reposition the block within the form.

Can I convert a Quote block into another block type?

Yes. Select the three-dot menu and use the Convert To dropdown to choose another available block type.

Can I remove a Quote block from a form?

Yes. Select the three-dot menu and choose Delete to remove the block. Save the form after making your changes.

Why aren't my changes appearing on the form?

Confirm that you selected Save after editing the Quote block. Reopen or review the form to verify that your changes were preserved.