Form Builder - Header Block

Form Builder - Header Block

Purpose Statement

The Header Block in Form Builder allows users to create professional, branded headers for their forms by combining logos, images, and formatted text. This feature enables departments to maintain consistent branding across all inspection forms, permits, invoicing and fire investigation documentation while providing clear identification and context for each form.

Background Information

The Header Block is a fundamental formatting element in Form Builder that appears at the top of forms to establish visual hierarchy and provide essential information. It's commonly used to display department logos, form titles, contact information, and other identifying elements. This block type is available across Inspections, Permits, Invoicing and Fire Investigation modules, ensuring consistency in documentation presentation across all department functions.

Required Permissions

Users must have Form Builder permissions enabled in their user profile to create, edit, and configure Header Blocks. Specific permissions required:

  • Form Builder Access
  • Module-specific permissions (Inspections, Permits, Invoicing or Fire Investigation depending on intended use)
  • Content editing permissions for adding logos and text elements

Video


Step-by-Step Guide




1. Create a form or select edit to edit an exiting form.






2. To add a block, mouse over the left margin at a current block to locate the + sign and select it.




  

3. Select header.  The new Header Block will be below the current block.






4.  Mouse over and then select Tune to view your options for the header.
  1. 6 options for the header block.
  2. Move up and down or select X twice to delete.






5. Add logo or image for the header block.






6. Select edit (near right margin) for header text.




7. Mouse over right margin to add header and text.






8. Tune Header Text - Font Size, Justification, move up and down, and delete.






9. Tune Text - Justification, move up and down, and delete.







10. Select text to view text tool bar.
  1. Convert to header or text, Bold, Italics, Underline, marker (highlight), Text Color.






11. Select save when done editing the header text.






12.  Completed header with logo.





Best Practices

  • Use high-quality, web-optimized images for logos (PNG format recommended)
  • Maintain consistent header styling across all forms within your department
  • Keep header text concise and relevant to the form's purpose
  • Test header appearance on different devices and screen sizes
  • Use appropriate font sizes that remain readable when forms are printed
  • Consider including essential contact information or form identification numbers
  • Ensure logo dimensions are proportional and professional in appearance

Troubleshooting & FAQs

Q: My logo appears distorted or too large. How can I fix this? A: Resize your image file before uploading, ensuring it meets recommended dimensions. Use image editing software to maintain proper aspect ratio.

Q: Can I use different header styles on the same form? A: Each form should have one primary header block, but you can add multiple text blocks with header formatting throughout the form as needed.

Q: The header formatting doesn't appear when I print the form. What's wrong? A: Check your browser print settings and ensure "Print backgrounds" or "Print graphics" is enabled. Some formatting may not translate to printed versions.

Q: How do I copy a header design to other forms? A: Currently, headers must be recreated for each form. Consider creating a template form with your standard header that can be duplicated.

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