Toolbar actions in Plumsail Forms web editor

When editing your forms you often need to use the toolbar. This article covers its functionality and dives deeper into several actions available in the toolbar, such as form export, additional views, and form preview.

Save button

Use this button to save the form. Make sure to give your form a name before saving.

Save button

Once saved, you can use the Save as new option to create a copy of the form.

Save as new button

You can also export the form and save it as a file on your computer.

Export button

Mode buttons

These buttons let you switch between different editors.

Design mode

This button opens the design mode. Drag and drop different elements onto the form, configure their properties, and edit your theme to design your form.

Design mode button

CSS editor

This button opens the CSS editor, which lets you create a custom CSS style for your form.

CSS editor button

JavaScript editor

This button opens the JavaScript editor.

Refer to the JavaScript documentation to learn about events, properties and methods available in the Plumsail Forms API.

JavaScript editor button

Settings

This button opens the form settings.

General Settings button

Undo/Redo

These buttons let you revert your actions in design mode or restore them.

Undo and Redo buttons

Tip

Use Ctrl+Z to undo or Ctrl+Y to redo.

Additional views

Plumsail Forms is built to be responsive. Additionally, you can design separate views for phone and tablet devices to optimize layouts for each device type.

Each view has its own layout, which you can customize in design mode. This way, when a user opens the form, the matching view automatically loads for their device.

Note

All views share the same custom CSS and JavaScript.

To enable additional views for the first time, open the view dropdown in the toolbar and select Phone, Tablet, or both:

Add views dropdown

Once you enable at least one additional view, the dropdown is replaced by view icons. Use them to switch between views:

View buttons

To delete or add another view, open the form settings and toggle the view:

Manage form views in settings

To check how your form looks on different devices, open the form preview or use your browser’s Developer Tools. For example, Chrome Developer Tools provide a special device mode to emulate different device sizes and user agents:

Toggle device toolbar

Preview

This button opens a preview of your form:

Preview form

Form preview lets you test how the form functions:

Form preview page

Submissions

This button opens the list of form submissions in a new tab.

Submissions

Tip

There are two numbers: the first represents the number of unviewed submissions, and the second shows the total number of submissions.