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Form Builder - Tag Block

Purpose Statement

This article explains how to add and configure a Tag within the First Due Form Builder module. Tags allow users to organize and display information within a form by adding customizable fields, titles, borders, and alignment options.

Background Information

The Tag option in Form Builder provides a customizable element that can be added to an existing form.

When configuring a Tag, users can:

  • Add multiple entries within a single Tag.
  • Customize the text displayed in each entry.
  • Enable or disable a border.
  • Add a title.
  • Adjust the alignment to the left, center, or right.
  • Move the Tag up or down within the form.
  • Delete the Tag when it is no longer needed.

For example, a Tag can be configured to display a field labeled Business Name.

Required Permissions

Users must have the appropriate permissions to access and modify forms within the Form Builder module.

Note: The specific permission names and settings required to edit forms should be verified with your First Due administrator.

Video

Step-by-Step Guide

Step 1: Open the Form

  1. Navigate to the Form Builder module.
  2. Open the form you want to edit.


Step 2: Add a Tag

  1. Locate the Add button within the form editor.
  2. Scroll through the available options.
  3. Select Tag to add it to your form.


     

Step 3: Configure the Tag

  1. Locate the six-dot menu associated with the Tag.
  2. Select the menu to access the Tag's configuration options.
  3. Select the + (Plus) button to add an entry within the Tag.

  4. Enter the desired text into the available field.

    Example: Business Name

  5. Continue selecting the + (Plus) button to add additional entries as needed.



     

Step 4: Customize the Tag Appearance

  1. Locate the available display options within the Tag configuration.
  2. Choose whether to display a Border or No Border.
  3. Enable the Title option if you want the Tag to include a heading.
  4. Enter the desired title text.
  5. Select the appropriate alignment:
    • Left: Aligns the content to the left.
    • Center: Centers the content.
    • Right: Aligns the content to the right.



       

Step 5: Adjust the Tag Position

  1. Open the Tag's configuration options using the six-dot menu.
  2. Use the available movement options to reposition the Tag:
    • Move Up: Moves the Tag higher within the form.
    • Move Down: Moves the Tag lower within the form.
  3. If the Tag is no longer needed, select Delete to remove it.

Step 6: Save the Form

  1. Review the Tag configuration and placement.
  2. Select Save at the top of the form editor.
  3. Your Tag configuration is now saved to the form.



     

Best Practices

  • Use descriptive labels: Enter clear, meaningful text so users can easily identify the information displayed in each Tag.
  • Group related information: Add multiple entries to a single Tag when the information belongs together.
  • Use titles when appropriate: Titles can help distinguish different sections of a form.
  • Maintain consistent formatting: Use similar borders and alignment throughout the form for a consistent appearance.
  • Review Tag placement: Position Tags logically within the form to improve readability.
  • Save your changes: Select Save after completing your configuration to preserve your updates.

Troubleshooting & FAQs

How do I add additional entries to a Tag?

Open the Tag's configuration options and select the + (Plus) button. Enter the desired text and repeat as needed.

Can I remove the border around a Tag?

Yes. The Tag configuration includes options to display a border or remove it.

Can I add a title to my Tag?

Yes. Enable the title option and enter the text you want displayed.

Can I change the alignment of my Tag?

Yes. Tags support left, center, and right alignment options.

How do I move a Tag to another location on the form?

Open the Tag's configuration options and use Move Up or Move Down to adjust its position.

How do I delete a Tag?

Open the Tag's configuration options and select Delete.

Why are my Tag changes not appearing on the form?

Verify that you selected Save after completing your changes. If the issue continues, confirm that you have the appropriate permissions to edit the form.

Suggested Tags

form-builder, tags, forms, configuration, customization, data-entry, admin, workflow