SiteMax Systems

Dashboard &gt; Settings &gt; Modules &gt; Forms &gt; Create Form Builder Form

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Always remember to ensure the correct people have the appropriate permissions to access your company and project materials. This can be done per individual or by applying <a href="https://help.sitemax.cloud/en/articles/8235087-permissions-template">Permission Templates</a>.

In order to access Form Builder, users will need Edit permissions for Settings

Use the Save component in conjunction with the<a href="https://help.sitemax.cloud/en/articles/5971103-form-builder-components-submit"> Submit component</a> as an <a href="#h_a8b9e3f0d8">alternative to our Save/Save &amp; Email option</a>. You can incorporate the Save component throughout a form, allowing those filling the forms to save their information when work interruptions keep them from completing them.

To use the Save component, click on the Save option from the Input Components menu, or click and drag it to the area you want it placed. This creates a button the user filling out the form can press to save the form.

1. To use the Save component, click on the Save option from the Input Components menu, or click and drag it to the area you want it placed. This creates a button the user filling out the form can press to save the form.

    2. Make adjustments to your component by clicking on the pencil icon at the top right of the component.

Here, you can make any of the changes you wish to the component:

Label - Instead of "Save" choose another word or message to show up on the button

Title-based Visibility - Choose who can view and/or use this component. By selecting "Yes" your title selection will drop down.

1. Note: You can select multiple titles
    
   
    

Button Color - You can make the Save button a different color (choose from Green, Red, or Blue).

1. If you're incorporating multiple Save options throughout the form, you could select a different color for each area.
    
   
    

Field Dependency - Choose to make the Save button dependent on how another component is filled in.

1. Label - Instead of "Save" choose another word or message to show up on the button
 

2. Title-based Visibility - Choose who can view and/or use this component. By selecting "Yes" your title selection will drop down.
 1. Note: You can select multiple titles
 
 
 
3. Button Color - You can make the Save button a different color (choose from Green, Red, or Blue). 
 1. If you're incorporating multiple Save options throughout the form, you could select a different color for each area.
 
 
 
4. Field Dependency - Choose to make the Save button dependent on how another component is filled in.

Disable "Save" and "Save &amp; Email" options

If you wish to combine the Save component with the <a href="https://help.sitemax.cloud/en/articles/5971103-form-builder-components-submit">Submit button</a> as an alternative to the original "Save" or "Save &amp; Email" options that are found at the bottom of each form, you can choose to disable these options.

On the main page of your Forms tab, click on the cog icon of the form

Under Form Options, check the "Disable Default Save button"

Completed Form with Save component and Disabled Save buttons

1. On the main page of your Forms tab, click on the cog icon of the form
    
   
    
2. Under Form Options, check the "Disable Default Save button"
    
   
    
   Completed Form with Save component and Disabled Save buttons
    
   
    
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Permissions

Adding the Save Component

Disable "Save" and "Save & Email" options