Form Builder - Heading Block

Form Builder - Heading Block

Purpose Statement

The Heading Block in Form Builder allows users to add formatted heading text to custom forms, providing clear section organization and improved readability. This feature enables departments to create professional, well-structured forms for inspections, permits, and fire investigations with customizable headings that enhance user experience and data collection efficiency.

Background Information

The Heading Block is a fundamental formatting tool within the Form Builder module that helps organize form content into logical sections. This feature is essential for creating professional documentation that meets departmental standards and improves field personnel efficiency during data collection. The Heading Block supports various formatting options and is commonly used to separate different sections of inspection forms, permit applications, and investigation reports.

Required Permissions

To add and configure Heading Blocks in Form Builder, users must have:

  • Form Builder Access - Permission to create and edit custom forms
  • Module-Specific Permissions - Access to the relevant module (Inspections, Permits, or Fire Investigation)
  • Form Design Permissions - Ability to modify form structure and formatting elements

Video


Step-by-Step Guide




1.  Create a new form or select edit to edit an existing form.






2. Mouse over in the left margin at the current block and select the + sign to add a Heading Block under the current Block.





3.  Select Heading from the dropdown menu.






4. Enter the text for the Heading Block.






5. Select any added text and use the text tool for formatting options.
  1. Convert
  2. Add a url link.
  3. Bold
  4. Italics
  5. Change case
  6. Underline
  7. Font size
  8. Marker (Highlight)
  9. Font color






6. Select Tune to:
  1. Changing Heading Font Size
  2. Justification - Center (default), left, or right
  3. Move up and down, or delete (select the X 2 times)






7.  Example of a Form with a Heading Block printed.






Best Practices

  • Use heading blocks to create clear section divisions in longer forms
  • Maintain consistent heading styles throughout your department's forms
  • Choose heading sizes that create proper visual hierarchy
  • Keep heading text concise and descriptive
  • Test form appearance in both digital and printed formats
  • Use standardized heading formats across similar form types
  • Consider accessibility by ensuring sufficient contrast and readable font sizes

Troubleshooting & FAQs

Q: Why can't I see the formatting toolbar? A: Ensure you have selected the text first. The formatting tools only appear when text is highlighted.

Q: The heading doesn't appear correctly when printed. What's wrong? A: Check your font size and color settings. Some formatting may not translate well to print. Test with standard fonts and colors.

Q: Can I copy heading formatting to other blocks? A: Currently, formatting must be applied individually to each heading block. Consider creating form templates with pre-formatted headings.

Q: The + sign to add blocks isn't appearing. What should I do? A: Verify you have proper Form Builder permissions and that you're in edit mode. Try refreshing the page if the interface appears unresponsive.

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