Skip to main content
Edit a Form Template

This article helps you understand how to edit an existing form template using AppBuilder Designer.

Updated over a month ago

Certified Asite AppBuilder designers can edit existing form templates created using Asite AppBuilder within the project. Click on any of the topics below to access their detailed help:


All existing HTML AppBuilder forms will be available as a record on the 'Manage App Settings' listing page. Click on the icon corresponding to the concerned form to edit relevant form settings. A popup screen will appear.


At this stage, there is a separate 'Edit' button to edit the form template for all such forms created using the 'Add App' option.

Click on the edit button. A new browser tab will open with an interface to edit the selected HTML form design template.

The form template can be edited to design the form how you want.

Click the icon on the left side to show the left panel. Once open, click the icon to hide the left panel as needed.

Similarly, click the icon on the right side to show the right panel. Once open, click the icon to hide the right panel as needed.


Edit Name

icon - To edit the name of the form template.


Switch to New Look

You can click here to learn how the new AppBuilder looks different and how to apply the new look to existing form templates on your project.


Adding / Editing Views

By default, the 'Create View' is available.

Click the 'Views' dropdown in the left panel to edit the view. If no 'Created View' is defined within the form template, all fields in 'Create View' will be displayed as 'Read Only'.

Click on the icon to add new views.

Select a view to add it to your form. Else, type a name for an additional view that you would like to add to your form (with no spaces or symbols in the name):

Once done, click 'OK' to continue.


Controls and Properties

Use the various available controls and their properties to start designing the form. The available controls are described below:

Label

Display label text (read-only) with styling.

Calculated Value

Display label text (read-only) with an option for fetching dynamic values from the Asite database.

Hyperlink

Display hyperlinked text with styling. The end user can click on the hyperlinked text and open the linked web address/URL in the web browser configured on their computer.

Textbox

Allow the end users to enter the text within a box along with an option for fetching dynamic values from the Asite database if required. Such text can be validated to ensure the data received is in a specific format. The 'Textbox' control also allows you to show background text with a tooltip upon mouse hover, and guides end users before they start entering their text.

Text-Area

Allow the end users to enter the text within a text area along with an option to fetch dynamic values from the Asite database if required. The 'Text-Area' control also allows you to show background text with a tooltip upon mouse hover, which becomes helpful for guiding end users before they start entering their text.

Rich Text-Area

Allow the end users to enter rich text within a text area.

Dropdown

Allow the end users to select single or multiple values from the dropdown list configured. Dynamic values from the Asite database can also be fetched as a dropdown list.

Multiselect Dropdown

Allow the end users to select multiple values from the dropdown list and use the keyword search option to search within the dropdown list. Dynamic values from the Asite database can also be fetched as a dropdown list.

Checkbox

Allow the end users to check single or multiple values from the checkbox options configured.

Radio

Allow the end users to select one of the values from the radio options configured.

Datepicker

Allow the end users to select a specific date and time.

Timepicker

Allow the end users to select a specific time.

Map

From the given map, allow the end users to select a location.

Image

Display an image for the end users to view. You can also increase or decrease the size of the image if required.

Signature

Allow the end users to create their signature on the form.

Attachment

Allow the end user to attach an external file to the form.

Button

Allow the end users to click on a button to execute some action on click, depending on how the control properties are defined.

Site Location

Allow the end users to select a location from the locations & sub-locations defined in the project.

Toggle Button

Allow the end users to use a toggle button, and execute some action when toggling the button on or off depending on the control properties.

Line

Display a line as a separator. Separate your form into sections with a line.

Rating

Allow the end users to set ratings that reflect degrees of satisfaction with content and services.

Layout

Display available fields of the form by arranging them in an order. You can also define the number of columns and borders for such a layout.

Table

Group available fields in the form of a table. You can also merge or split cells in the table.

Repeating Table

Display available fields in the form as a table with an option for end users to manually add new rows under them. These rows will be pre-populated with form objects as per the original table. The end users can enter varying information for each new row added.

Associate Files

Allow the end users to associate project files accessible to them, while creating a new form, replying to an existing form, or forwarding an existing form. This helps you associate files based on different sections in the form, and set required standard and custom metadata on them.

This feature is currently not supported with the 'Launch Form' function in AppBuilder Code Editor, or while using Asite API services.

Associate Apps

Allow the end users to associate project forms accessible to them, while creating a new form, replying to an existing form, or forwarding an existing form. This helps you associate forms based on different sections in the form, and set required standard metadata on them.

This feature is currently not supported with the 'Launch Form' function in AppBuilder Code Editor, or while using Asite API services.

View Associations

Display details of associated items on the form while viewing it, based on configuration. These include deactivated items as well.

This feature is currently not supported with the 'Launch Form' function in AppBuilder Code Editor, or while using Asite API services. It helps you view all your form associations in one list, according to the form section with related metadata if any.

Note: Since this option is specific to viewing project-related information, related options won't be available when using the standalone AppBuilder option in the 'Admin' tab.

Click on the property names below for a description of the applicable properties in each AppBuilder control:


Applying Multi-Select Properties

Select multiple controls from your form design and configure common properties between them.

Select the required controls and click on the icon at the top right of your form designer. A layered page will appear.

To understand the different properties available while selecting multiple controls, click on the related property type below:

Select the styling or properties to apply and click 'OK' at the bottom right.


Setting up API Connection

Configure the data connection and pull information from other Asite forms (which may be part of the same or different projects accessible to you) or external APIs. Click here for detailed help.


Code Editor

The code editor contains blocks to build programs for selected form elements. It contains all the pieces needed for defining and rendering blocks in a drag-and-drop editor. Each block can be configured to include a bit of code that a user can easily snap together like puzzle pieces.

From the Form Designer, click on the icon to open the code editor.


Just like you can define logical validations/conditions on a specific event of a particular form element as explained in event properties, this code editor enables you to define logical validations/conditions on the form design as a whole by adding common functions or creating custom functions that can be applied to any element in that particular form. An example is provided under 'event properties' to help you understand how to use the code editor. You can also learn more about the code editor from the Blockly website: https://developers.google.com/blockly (Blockly is a third-party service integrated into the Asite platform).


Using Keyboard Shortcuts

Click here to learn how to use keyboard shortcuts to complete tasks using the Asite AppBuilder tool.


Copying and Pasting Objects

To copy and paste form objects across the form views, use the copy and paste dropdown options at the top right corner and choose what you wish to copy.

Clicking on the dropdown, there are two options:

Copy Selected - To copy the objects (including form fields or layout) currently selected in form view.

Copy All - To copy all objects within the selected form view.

Go to the view you wish to paste those fields to, by clicking on the drop-down on the

top left corner and select the view (This will only show you a list of the created views).

Paste the fields using the icon at the top right corner and choose how you would like to paste the fields.

Note: Paste options will only be available once any objects are copied.

Clicking on the dropdown, there are three options:

Paste - Paste the copied objects as new objects in an editable format. Counts of associated items from the source view when copying objects if any, will also be considered when they are pasted.

Paste as Read-only - Paste the copied objects as read-only. This means you won't be able to change the label, field name, data source, etc. for such copied objects.

For 'View Associations' control, the copied object will only be pasted as read-only.

Paste as Calculated Value - Paste the copied object as a new calculated value control.

Copied fields will get pasted just below the field you have selected at the time of pasting.


Undoing / Redoing an Action

To undo an action, click the icon at the top right.

To redo an action, click the icon at the top right.


Removing Controls

To remove a single control from the form view, click on the icon available at the top right under that particular control.

To remove multiple controls from the form view, you can select them one by one by keeping the shift key pressed, then use the remove dropdown options available at the top right of the form view to remove chosen controls as required.

Clicking on the remove dropdown option, there are two options:

Remove Selected - Remove all selected controls from the form view.

Remove All - Remove all controls from the form view irrespective of selected controls, except the default field with the field name 'ORI_FORMTITLE'.


Setting a Hierarchy between Controls

Click on the icon at the top right to set the hierarchy between values of separate controls of dropdown and checkbox type.


Suppose that 'a_Project Code' is a dropdown field with 'Project 1' and 'Project 2' as its options while 'b_Building Code' is a checkbox field with 'Unit A', 'Unit B', 'Unit C' and 'Unit D' as its options.

If the hierarchy is set as shown in the above screenshot, the actual form will display options as follows:

  • The checkboxes 'Unit A' and 'Unit B' appear when 'Project 1' is selected in the dropdown.

  • The checkboxes 'Unit C' and 'Unit D' appear when 'Project 2' is selected in the dropdown.


Configure Print Options

Click the dropdown option to configure print options on the selected form template.

Available options are:

  1. Printing Type:

    1. 'Basic Printing' - To configure basic text printing on the form.

    2. 'Advance Printing' - To configure printing the forms including its controls as it is, along with any visual scripting if applied.

  2. Print Orientation:

    1. 'Portrait' - To configure printing the form in portrait orientation mode.

    2. 'Landscape' - To configure printing the form in landscape orientation mode.


Save Form Template as Draft

Click on the option to save the changes as a draft. Please note that any changes made within the form template will only be applied after the updated form template is published.

Note - If the form view was changed before saving the form template as a draft, the previously selected form view will be saved as a draft automatically.


Discard Draft

Click on the icon at the top right to discard any existing draft of the form template.


Download an existing Form Template

Once the form template is saved, click on the icon at the top right to download the updated form template as a .zip file.


Once the form template is downloaded in zip format, you can upload the zip files to Asite through the form settings screen of the respective form. It is required to select the form template type as 'HTML AppBuilder' while uploading such .zip files on the form settings screen.


Publish Form Template

Click on the icon at the top right to publish the changes to the form template. This will close the browser tab and redirect you to the related form settings screen.

If you don't want to publish the changes saved to the form template, click on the icon at the top right to close the AppBuilder and return to the form settings screen anytime.

Once back on the form settings screen, click 'Save' to apply any changes to the form template.


Check: FAQs

Next Article: AppBuilder New Look


Did this answer your question?