Splitting a Row in a Form into Multiple Columns

There are instances where it makes send to position two or three input fields in a row. For example, if you have a first name and last name in your form, it may be a good idea to have these two data items next to each other on one row.

Create or edit a sales quote, and insert a form. Click the + Insert and then select ‘Add Form’ as shown below.

A new Form Content Block will be added as shown below.

Click on the green + Insert button.

Now select the option 'Field Set'.

A new 'Field Set Label' will be added to the sales quote, as shown below.

Next, click on the Columns icon, as shown below.

A drop down of icons will appear, as shown below, these icons indicate the number of columns to set for this field set group. Select the number of columns you want for this field set.

In our example below we have selected 3 columns.

It is now possible to add input fields into each column.

Related User Guide Topics

Adding a Form to a Sales Quote

5 Mar 2020

QuoteCloud provides the ability to build forms to collect information when customers sign-off a sales quotes. The ?Forms? tab is a feature that appears on the Sales Quote Editor after subscribing to the plugin extension on QuoteCloud.

Inserting a Data Field onto a Form

5 Mar 2020

QuoteCloud gives the option to add a data field onto a form from a variety of data input options. This feature makes it easy to format a sales quote to allow the form to include any user information.

Making a Data Item Mandatory (*)

5 Mar 2020

QuoteCloud gives the option to make a data item mandatory. This is done to ensure that any required piece of information needed is uploaded by the recipient. Once a data field is made mandatory using the Sales Quote Editor, a red asterix (*) will appear next to the data item.

Splitting a Row in a Form into Multiple Columns

5 Mar 2020

QuoteCloud gives you the option to split a row into multiple columns. This feature makes it easy to format content side by side. In addition, the Sales Quote Editor also provides you with the ability to split a row into multiple columns within a specific Field Set.