The builder

The builder is where you shape a form by hand. Open it from New form, from a form's Edit form button, or from the agent's Builder link.

The page is the editor

The form fills the screen, drawn exactly as people will see it, in your colours and fonts. You edit it where it sits:

• Type straight into the page. Click the form's title, a question's label or its help text and type. Press Enter or Esc when you're done.
• Click a question to select it. Its settings slide in on the right: required, options, validation, width and the rest. The page moves aside so the question stays in view. Press Esc or click the page around the form to close them.
• Drag a question by the handle on its left to move it.
• Hover a question for its type, Duplicate and Delete.

Adding questions

• "+" between questions: hover the space between two questions and click the + to add one right there.
• Add question in the dock at the bottom, or press /, opens the list of every question type and layout block. The new one goes after the selected question, or at the end.

The dock

The bar floating at the bottom of the page holds:

• Add question, as above.

• Design: colours, fonts, component libraries and layout. The page restyles live behind the panel as you choose. See Design and themes.

• Form settings: how many questions and steps, whether it's live, its responses, and the Layout (Classic, One question at a time, Multi-step or App; see Display modes). A suggestion appears when another layout would suit your questions better, with the reason; click Use it to switch.

• Lists & screens (apps only): the app's lists, their records and the tabs they show as, the same as the form's Data tab, without leaving the builder. On a phone it's in the menu.

• Ask the agent for a change…: type what you want and press Enter. The agent opens in a panel beside the page, in this form's latest chat (or a new one), and its changes land on the canvas without leaving the builder. Open full chat opens the same chat on the Agent page.

  

  See Editing with the agent.

• Keyboard shortcuts: the list below.

Keyboard

Keys	What it does
/	Add a question
↑ ↓	Select the previous or next question
Enter	Edit the selected question's label
Ctrl + Shift + ↑ ↓	Move the selected question up or down
Esc	Close the settings, or clear the selection
Ctrl + Z, Ctrl + Shift + Z	Undo, redo

On a Mac, use Cmd for Ctrl.

The top bar

• Name: what people see at the top of the form.
• Save status: Saving…, Saved, or what went wrong. Changes save on their own.
• Undo and redo: every change, including design changes.
• Preview: try the form as a respondent would, on a desktop or phone frame. Back to editing returns to the page.
• Publish, or the Live menu once published. See Publish and share.

Steps

A form has one or more steps, shown as tabs above the page; Add step adds one. In Classic mode, steps are sections of one page; in Multi-step and App mode, each step is its own screen. Name steps for what they ask ("Your details", "Your order"). Respondents see those names in the progress indicator. A step with more than 12 questions gets a short contents list at the left of the page: click one to jump to it.

On a phone, the builder shows one thing at a time, with the same settings in a sheet.

Working with others

If the same form is open in two tabs, or a teammate saves first, the builder tells you and lets you keep your version or load theirs. Nothing is overwritten silently.

Good to know

• Validation runs on the server too. If a change can't be saved (say, a choice question with no options when publishing), the save status says exactly what to fix.
• Editing a live form doesn't change it for respondents until you Publish changes. See Versions.