Form Builder - Text and Data Field Fonts

Form Builder - Text and Data Field Fonts

Purpose

  1. The purpose of this Knowledge Base Article is to demonstrate how to change the Font in a Text field, Data Field, or Custom data Field (dtf_tag) using the Form Builder.
  2. These instructions apply to the Text Block in Form Builder for the Invoicing Module.

Video


Instructions


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






2. Hover mouse over in the left margin at the current block and select the + sign to add a Multi Data Field List Block under the current Block.






3. Select Tune (#1) and then Text (#2) from the drop-down menu.
  1. If you have previously added text, skip to step 7.






4. Select "Add Data Field" (#3) to add a data field to your form.
  1. Make sure your curser is in the correct location before adding the Data Field.



5. Select "Tt" (#4) to add a Custom Data Field to your form.

6. Tune Options:
  1. Convert to: List, Quote, Checklist
  2. Justification - Left, Center, Right
  3. Move up and down, or delete (select the X 2 times).
7. Highlight the text and/or dtf_tag (#1) for the Font change and then select Font Family (#2).







8. Select the desired font.
  1. NOTE: OCR-A font restriction: This font will only be available in regular font style. If the user selects bold or italic, it will still appear regular.






6. Example form with the Font updated (Playfair Display):



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