02 Understanding the Form Editor

The form editor is where you build and configure your forms. It opens automatically when you create a new form or edit an existing one.

Editor Layout

Right Panel – Field Library Contains all available field types organized by category: Standard Fields, Advanced Fields, Post Fields, and Pricing Fields. Click or drag fields to add them to your form.

Center Panel – Form Canvas Shows your form as you build it. Fields appear here in the order users will see them. Click any field to select it for editing.

Left Panel – Field Settings When a field is selected, this panel displays all configuration options for that field: label, placeholder, required status, and more.

Top Toolbar

  • Update / Save Form – Saves your changes
  • Preview – Opens a preview of your form in a new tab
  • Settings – Access form-wide settings, confirmations, and notifications

Navigating Between Forms

Click Forms in the left sidebar at any time to return to your forms list.

Still stuck? Ask us in the portal and we will come back to you.