When Apex Forms Designer is launched, all the available process apps are listed on the page. Clicking on any of the Process App (or Toolkit) tiles will navigate you to the specific home page. Here we have a couple of ways to get to the manage Forms tab.

• Click on the "Forms" Tab to show all the available forms in the current app (OR)

• Click on any of the process diagrams under the "Processes" tab, to show the forms specific to the selected process.

Here in the Forms tab, Apex Forms Designer will list all the available forms in the current process app. You will have an option to Add a new form by typing the name of the new form below the current Forms list.

You can open an existing form by clicking on its name. The Form view shows the WYSIWYG form definition on the left and the Information Tree on the right. Notice the red warning message that a field is hidden in the WYSIWYG view due to a conditional visibility expression.

Form Settings

Click the ... icon and "Edit" at the top right of the Form to open the Form Settings dialog. Here you will find the controls to configure key aspects of the appearance and behavior of the form.

General Tab

Name - the name of your form. Make sure you name your form in such a way that you will recognize what its purpose is and to distinguish it from other potentially similar form names.

Form Type - For now, there is only type "Form".

Layout - Choose between Wrap, Column and Row.  This is how fields will behave if not contained in a Section that overrides the overall Layout settings. Wrap allows fields to move around dynamically to fit onto the fewest possible number of rows.  Column forces the fields to stack atop one another. Row attempts to squeeze all the fields onto the same single row.

Maximum Width - This sets a limit on the how wide the form can go (in % or px).

Default Content Width - This is the widest percentage of the browser-window that the form can utilize. You can leave it to the default "Responsive" setting to allow the page to adjust automatically.  More info here.

Other Tabs

Load/Change Actions  - These are Actions that execute when a Form loads or changes.  This is where you can set up Workflow interactions, variables and other behaviors for your forms.

Linked to Human Service - This field shows which activity in the current process application this form is linked to. If the form was automatically generated by the discover process this will be filled automatically. If you are working "top-down" you can select from the available activities in the process app.