Form Builder Guide
Master the NexusForm builder with this comprehensive guide to all its features and capabilities.
Builder Interface Overview
Section titled “Builder Interface Overview”Header Bar
Section titled “Header Bar”The header contains:
- Form Name - Click to edit
- Undo/Redo - Go back or forward through changes
- Device Preview - Switch between mobile and desktop views
- Preview - See your form as customers will see it
- Save - Save your form
- Publish - Make form available on your storefront
Left Sidebar Tabs
Section titled “Left Sidebar Tabs”Switch between different panels:
| Tab | Purpose |
|---|---|
| Elements | Browse and add form fields |
| Structure | View form structure as a tree |
Right Sidebar Tabs
Section titled “Right Sidebar Tabs”Configure your form and fields:
| Tab | Purpose |
|---|---|
| Elements | Field properties and validation |
| Appearance | Colors, styles, and layout |
| Settings | Form behavior and success actions |
| Email notification settings |
Working with Fields
Section titled “Working with Fields”Selecting Fields
Section titled “Selecting Fields”- Single click on a field to select it
- Selected fields show a blue border
- Right sidebar updates to show field properties
Field Properties
Section titled “Field Properties”Every field has these common properties:
Basic Settings
Section titled “Basic Settings”| Property | Description |
|---|---|
| Label | Text displayed above the field |
| Placeholder | Hint text inside empty fields |
| Description | Help text below the field |
| Name | Technical identifier for submissions |
| Show Label | Toggle label visibility |
| Label Alignment | Left, center, or right align |
Validation
Section titled “Validation”| Rule | Description |
|---|---|
| Required | Field must be filled |
| Min Length | Minimum characters (text fields) |
| Max Length | Maximum characters (text fields) |
| Min Value | Minimum number (number fields) |
| Max Value | Maximum number (number fields) |
| Pattern | Custom regex validation |
Custom Error Messages
Section titled “Custom Error Messages”Override default validation messages:
Required: "Please enter your name"Min Length: "Name must be at least {{minLength}} characters"Pattern: "Please enter a valid format"Available placeholders: {{label}}, {{minLength}}, {{maxLength}}, {{min}}, {{max}}
Responsive Layout
Section titled “Responsive Layout”Column Span
Section titled “Column Span”Control field width using the 12-column grid:
| Span | Width | Use Case |
|---|---|---|
| 12 | 100% | Full width (default) |
| 6 | 50% | Half width - two fields per row |
| 4 | 33% | Third width - three fields per row |
| 3 | 25% | Quarter width |
Responsive Overrides
Section titled “Responsive Overrides”Set different layouts for different screen sizes:
- Mobile (sm) - Phones and small screens
- Desktop (lg) - Laptops and larger screens
Drag and Drop
Section titled “Drag and Drop”Adding New Fields
Section titled “Adding New Fields”- Find the field in the left sidebar
- Drag onto the canvas
- Drop indicator shows where field will be placed
- Release to add the field
Reordering Fields
Section titled “Reordering Fields”- Hover over a field until cursor changes
- Click and drag to new position
- Drop indicator guides placement
- Release to move the field
Multi-Row Layouts
Section titled “Multi-Row Layouts”Fields can be arranged side-by-side:
- Set Column Span to less than 12 on multiple fields
- Fields automatically flow into rows
- Example: Two 6-span fields = one row with two fields
Canvas Features
Section titled “Canvas Features”Viewport Preview
Section titled “Viewport Preview”Switch between device sizes:
- Mobile - 370px width
- Desktop - Full width
Selection Toolbar
Section titled “Selection Toolbar”When a field is selected, a toolbar appears with:
- Settings - Open field properties
- Duplicate - Copy the field
- Delete - Remove the field
Grid Overlay
Section titled “Grid Overlay”Enable grid overlay to see the 12-column layout grid while building.
Undo/Redo System
Section titled “Undo/Redo System”How It Works
Section titled “How It Works”- All changes are tracked automatically
- Up to 50 changes stored in history
- Keyboard shortcuts for quick access
Types of Changes Tracked
Section titled “Types of Changes Tracked”- Adding fields
- Removing fields
- Reordering fields
- Changing field properties
- Changing validation rules
- Form settings changes
Using Undo/Redo
Section titled “Using Undo/Redo”- Undo:
Ctrl+Z(Windows) /Cmd+Z(Mac) - Redo:
Ctrl+Shift+Z/Cmd+Shift+Z - Or use the buttons in the header
Form Preview
Section titled “Form Preview”Preview Modal
Section titled “Preview Modal”Click Preview to see your form as customers will see it:
- Tests validation in real-time
- Shows all styling and colors
- Simulates form submission flow
Device Preview
Section titled “Device Preview”Toggle between mobile and desktop views to ensure your form looks good on all devices.
Best Practices
Section titled “Best Practices”Form Design
Section titled “Form Design”- Keep forms short - Only ask for essential information
- Group related fields - Put related questions together
- Use clear labels - Avoid jargon and abbreviations
- Add descriptions - Help users understand what you need
Validation
Section titled “Validation”- Mark required fields - Be clear about what’s mandatory
- Use appropriate validation - Email fields should validate email format
- Custom error messages - Write helpful, specific error messages
- Test thoroughly - Try submitting with invalid data
Layout
Section titled “Layout”- Mobile-first - Design for mobile, then enhance for desktop
- Logical flow - Arrange fields in the order users expect
- Consistent widths - Use consistent column spans for visual harmony
- Breathing room - Don’t cram too many fields in one row