Purpose
The Warning Block feature in First Due's Form Builder allows users to add prominent warning messages to printable and emailable forms. These warnings help communicate important information, highlight critical instructions, and draw attention to specific details within a form.
Background Information
Warning Blocks are customizable elements within the Form Builder that display a warning title and message alongside a warning icon.
Users can customize the warning message using rich-text formatting options, including bold text, italics, font styles, colors, and hyperlinks.
Warning Blocks can be useful for:
- Highlighting important instructions or notices.
- Communicating safety-related information.
- Emphasizing critical details within a form.
- Drawing attention to information that should not be overlooked.
Required Permissions
Users must have the appropriate access to open and edit printable and emailable forms within the Form Builder.
Video
Step-by-Step Guide
Step 1: Open the Form Builder
- Navigate to the Form Builder in First Due.
- Open the printable or emailable form you want to modify or Create New.
Step 2: Add a New Block
- Locate the section of the form where you want to add the Warning Block.
- Within the form, locate the Add (+) button.
- Select the Add (+) button to display the available form elements.
Step 3: Select the Warning Block
- From the list of available elements, locate Warning.
- Select Warning to add the Warning Block to the form.
- The Warning Block editor will appear, allowing you to configure its content.
Step 4: Enter the Warning Title and Message
- Locate the Warning Title field.
- Enter the title you want displayed for the warning.
- Locate the Warning Message field.
- Enter the message you want to communicate to users.
Step 5: Customize the Warning Message
- Highlight the text within the Warning Message field that you want to format.
- Use the available rich-text formatting tools to customize the message.
- Available formatting example options include:
- Hyperlinks: Add clickable links to relevant information or resources.
- Bold: Emphasize important words or phrases.
- Italic: Add emphasis to selected text.
- Font Formatting: Adjust the appearance of the text.
- Text Color: Change the color of selected text.
- Review the formatted text to ensure the warning is clear and easy to read.
Step 6: Save the Warning Block
- Review the Warning Title and Warning Message for accuracy.
- Confirm that the desired text formatting has been applied.
- Select Save to save the Warning Block configuration.
Step 7: Review the Warning Block
- Return to the form to view the newly configured Warning Block.
- Verify that the Warning Title and Warning Message appear as intended.
- Confirm that the warning icon, displayed as an exclamation mark inside a triangle, appears alongside the warning content.
- Review the warning to ensure the message and formatting are correct.
Best Practices
- Use Clear Titles: Choose a short, descriptive warning title that communicates the purpose of the message.
- Keep Messages Concise: Use direct language so users can quickly understand the warning.
- Emphasize Critical Information: Apply bold text or color to highlight especially important details.
- Use Hyperlinks When Helpful: Include links to additional resources or instructions when appropriate.
- Maintain Consistent Formatting: Use similar formatting across Warning Blocks to provide a consistent experience.
- Review Before Finalizing: Check spelling, formatting, and message accuracy before completing the form.
Troubleshooting & FAQs
Why can't I find the Warning Block option?
Confirm that you are editing a form within the Form Builder and have selected the Add (+) button. If the option is unavailable, contact your First Due administrator to verify your access.
Can I customize the appearance of the warning message?
Yes. The Warning Block supports rich-text formatting, including bold, italics, font formatting, text colors, and hyperlinks.
Can I add a hyperlink within the Warning Message?
Yes. Highlight the text you want to convert into a link and use the available hyperlink option in the rich-text editor.
How will the Warning Block appear on the form?
The Warning Block displays the configured title and message alongside a warning icon featuring an exclamation mark inside a triangle.
What should I do if the Warning Block does not display as expected?
Return to the Warning Block editor, verify the title and message, and confirm that you selected Save after making changes.