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Configuring Form Designs Using the Visual Styler

Article: 000050586
Updated: July 26, 2024

Use the Visual Form Styler to customize the look and feel of your form

Inserting fields into forms is only part of the form creation process. You can design and customize the look and feel of every part of your form using the Visual Form Styler. If you like the way your form looks, you can save it as a preset for future use.


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Users:
Administrators 
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Salespersons  
Jr. Salespersons  


Visual Form Styler Categories

When creating a form, the Visual Form Styler, located within the Styles tab, offers a way to see your design changes in real time. The Visual Form Styler is broken into different categories, each covering a specific portion of the form. Within these categories, you can configure the various design aspects of the form. 

The available categories are as follows:

 Category Description 
 

General Styles




 
This category deals solely with the form's background color and padding. 
 

Checkbox




 

This category offers ways to modify text and appearance of checkbox fields.

 
 

Drop-down




 

This category provides settings that modify the text and appearance of drop-down fields, as well as the color of the drop-down menus.

 
 

Header




 

This category modifies the appearance of all header elements.

 
 

Label



 

This category provides settings that determine whether labels will appear over their respective text entry fields, as well as ways to modify their overall appearance.

 
 

Paragraph




 

This category modifies the appearance of all paragraph elements. 

 
 

Presets




 

This category deals solely with saving and loading form styles.

 
 

Radio




 

This category provides settings that modify the text and appearance of radio fields.

 
 

Text




 

This category provides settings that modify the text and appearance of text entry fields.

 

 


 

Visual Form Styler Settings

The Visual Form Styler offers different ways to customize your form. These settings impact the look and feel of your form in different ways. Some settings modify the color of the form or its text, and others modify the overall spacing between individual parts of the form. 

The following are settings that are available within the various Visual Styler categories:

 Setting Categories Description 
 

Background Color








 
  • General Styles
  • Drop-down
  • Text
 

Changes the background color of specified content to a specific color.

Color can be entered in hexadecimal format. It can also be selected from the color picker.

 
 

Border Color








 
  • Checkbox
  • Drop-down
  • Text
 

Changes the border color for specified content.

Color can be entered in hexadecimal format. It can also be selected from the color picker.

 
 

Border Size








 
  • Checkbox
  • Drop-down
  • Text
 

Changes the border size for specified content.

A border's size can be entered as a number ranging from 0 to 64. It can also be selected from the associated scale.

 
 

Border Style








 
  • Checkbox
  • Drop-down
  • Text
 

Changes the appearance of border edges for specified content. 

Border styles are selected from the associated drop-down menu.

 
 

Border Radius








 
  • Checkbox
  • Drop-down
  • Text
 

Changes the sharpness of border edges for specified content. 

A border's radius can be entered as a number ranging from 0 to 20. It can also be selected from the associated scale.

 
 

Display








 
  • Label 
 

Enables or disables text over form fields.

Display status is selected from the associated drop-down menu.

 
 

Font Color








 
  • Checkbox
  • Drop-down
  • Header
  • Label
  • Paragraph
  • Radio
  • Text
 

Changes text in specified content to a specific color.

Color can be entered in hexadecimal format. It can also be selected from the color picker.

 
 

Font Family








 
  • Checkbox
  • Drop-down
  • Header
  • Label
  • Paragraph
  • Radio
  • Text
 

Changes text in specified content to a specific universal font.

Font families are selected from the associated drop-down menu.

 
 

Font Size








 
  • Checkbox
  • Drop-down
  • Header
  • Label
  • Paragraph
  • Radio
 

Changes text in specified content to a specific size.

A font's size can be entered as a number ranging from 4 to 64. It can also be selected from the associated scale.

 
 

Font Weight








 
  • Checkbox
  • Drop-down
  • Header
  • Label
  • Paragraph
  • Radio
  • Text
 

Sets text in specified content as either normal or bold.

Font weights are selected from the associated drop-down menu.

 
 

Letter Spacing








 
  • Checkbox
  • Drop-down
  • Header
  • Label
  • Paragraph
  • Radio
  • Text
 

Changes the spacing between letters for text in specified content.

Letter spacing can be entered as a number ranging from 0.0 to 2.0. It can also be selected from the associated scale.

 
 

Line Height








 
  • Checkbox
  • Drop-down
  • Header
  • Label
  • Paragraph
  • Radio
  • Text
 

Changes the distance between lines of text around the specified content.

Line height can be entered as a number ranging from 0.0 to 2.0. It can also be selected from the associated scale.

 
 

Text Alignment








 
  • Text
 

Sets the alignment of text in text fields.

Alignments are selected from the associated drop-down menu.

 
 

X Padding








 
  • General Styles
  • Checkbox
  • Header
  • Label
  • Paragraph
  • Radio
  • Text
 

Changes the amount of horizontal padding in specified content.

Padding can be entered as a number ranging from 0 to 100. It can also be selected from the associated scale.

 
 

Y Padding








 
  • General Styles
  • Header
  • Label
  • Paragraph
  • Text
 

Changes the amount of vertical padding in specified content.

Padding can be entered as a number ranging from 0 to 100. It can also be selected from the associated scale.

 

 



Canvas Viewing Options

When customizing form content, your changes will be displayed in the Visual Form Styler canvas on the right side of the screen. 

The canvas also houses a select few options that help with the creation process.


Canvas View Options

 The available options are as follows:

 Option Description 
 

Expand Canvas/
Default Canvas




 
Expands the form's width in the canvas. Also returns the form's width to its default size. 


 
 

Revert Changes




 

Reverts all changes made to form content. Changes will revert to the default state of the form preset.

 


 
 

Test This Form




 

Opens the form in a new browser tab. The form's different components can be interacted with. Test information will be sent if submitted, but tracking will not be established.

 

 

Configuring Form Design

To configure the design of a form in the Visual Styler, create or edit a form:

  1. Click the Styles Tab.
  2. Click the Visual Styler tab.
  3. Click one of the following categories:
     
    • General Styles
    • Paragraph
    • Header
    • Label
    • Radio
    • Text
    • Checkbox
    • Drop-down
  4. Configure available settings as desired. Repeat as necessary for other relevant categories and settings. Once all settings have been configured as desired, click Save Changes.

    Design Form Using Visual Styler

Refer to the following help articles for information on further customizing form content:


 

Using Form Presets

Presets are previously saved styles. Presets can be loaded into new forms, drastically reducing the time needed to customize and format forms. 
 

Saving Presets 

You can save customized forms as presets. These saved presets can be used at a future date, their overall structure and format ready for use.

To save presets, create or edit a form:

  1. Click the Styles Tab.
  2. Click the Visual Styler tab and configure the form using the available styles.
  3. Click the Presets category.
  4. Click Save New Preset.

    Save New Preset

     

  5. Enter a name for the preset.
  6. Click Save

    Enter Preset Name and Save


Loading Presets 

You can load previously saved presets. Loaded presets will populate with their previously customized formatting and structure.

To load presets, create or edit a form:

  1. Click the Styles Tab.
  2. Click the Visual Styler tab.
  3. Click the Presets category.
  4. Select the the desired saved preset from the Presets drop-down menu.

    Load a Preset
 


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