This article is about the Form Editor in the GoFormz web interface. To learn about the mobile app Form Editor, click here.

With GoFormz, you can fill out forms on any device, including an Internet-connected laptop or desktop computer. You do this via the Web Form Editor. The Web Form Editor allows you to:

Editor Modes

The form will be displayed in the center of your screen, with toolbars at the top of the page. The editor has two basic modes:

  • Edit Mode (Draft Forms): In this mode, you can make changes to the form. Forms in Draft status can only be viewed in Edit Mode.

  • View Mode (Completed Forms): In this mode, you can view and navigate the form, as well as perform secondary actions like printing, tagging, etc. — but you cannot edit (i.e. fill out) the form.

To edit a field, simply click on it. Depending on the field, you will either see a cursor prompting you to start typing, or a control prompting you to select or enter data (e.g. a dropdown, date selector, signature field, etc.). See here for more on form fields.

Editor Actions

The Form Editor’s actions are divided between two areas — the header and the footer. We review each of these sections below. The available actions are slightly different depending on editor mode and form status, and we annotate these differences below in parentheses.
 
Note that some actions may be unavailable to you, based on your permission levels.

Header: Primary Form Actions

The editor’s header contains the form name and last updated timestamp of the current form. It also contains the most frequently used form actions. The following buttons are available:

  • Rename: To rename the form, click the pencil icon next to the form name, type in a new name, and hit [Enter] on your keyboard.

  • Complete (Edit Mode): Click the Complete button to save this form and change its status from Draft to Completed.

  • Save (Edit Mode): Click the Save button to save your changes without completing the form.

  • Form Actions Dropdown: Expand the Form dropdown to view additional options (see below).

 The following actions are available in the Form dropdown menu:

  • Switch to List View** / Switch to Form View: Toggle between the Form View and List View versions of your form. You can also change views using the List View (or Form View) Action on the Sidebar.

  • Open PDF: Open this form in your browser's native PDF viewer.*

  • Transfer (Edit Mode): Transfer the form to another user.

  • Tags: Add tags to this form. Tags group similar forms together, making them easier to find later.

  • Public Forms (Edit Mode): Share this form to users outside of your account, or manage any existing Public Form URLs created from this form.

  • History: View the history of the form including the version history created by each significant change to the form. This includes events such as form created, completed, transferred, reopened, etc.

  • Duplicate: Create a copy of your form and save it under a different name.

  • Template Version: Admins can update the Template Version a Form is based on from the Web Form Editor. Note that the Admin must own the form in order to change it's Template Version.

  • Delete: Delete this form.

*Note that the PDF will reflect the state of the form when it was last saved. Any changes that you made to the form since your last save will not be reflected.

**Note that List View does need to be built specifically for each Template using the Template Editor

The form’s footer contains all form navigation controls, like zooming and pagination. From left to right:

  • Select Page: This shows the page that you are on within the form — in this case, page 1 out of 2. To navigate to a different page, type in the page number and press Enter.

  • Previous/Next Page: Navigate to the previous or next page in this form using the up and down arrows.

  • Zoom Out/In: Zoom out or into the form in increments.

  • Fit to page: Change zoom level so that the entire form page fits in your browser window. This is useful if you want to inspect the entire page at once, to make sure you didn’t miss anything.

  • Fit to width: Change zoom level so that the form width matches your browser width. This is a useful zoom level for filling out the form.

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