How to add a new Category to Form Designer in Sitecore Forms?

up vote
3
down vote

favorite

Form Designer with highlighted category

In the Sitecore Forms Designer there are four predetermined categories for elements for your form.

Basic

Lists

Security

Structure

I've looked everywhere and even added a folder in /sitecore/system/Settings/Forms/Field Types and added my new field types into this folder, but it doesn't work that way, from what I can tell.

How can I create a new category?

edited Nov 12 at 22:19

Peter Prochazka

4,2211836

asked Nov 12 at 20:38

Dylan Young

2,89311136

add a comment |

up vote
3
down vote

favorite

Form Designer with highlighted category

In the Sitecore Forms Designer there are four predetermined categories for elements for your form.

Basic

Lists

Security

Structure

I've looked everywhere and even added a folder in /sitecore/system/Settings/Forms/Field Types and added my new field types into this folder, but it doesn't work that way, from what I can tell.

How can I create a new category?

edited Nov 12 at 22:19

Peter Prochazka

4,2211836

asked Nov 12 at 20:38

Dylan Young

2,89311136

add a comment |

up vote
3
down vote

favorite

Form Designer with highlighted category

In the Sitecore Forms Designer there are four predetermined categories for elements for your form.

Basic

Lists

Security

Structure

I've looked everywhere and even added a folder in /sitecore/system/Settings/Forms/Field Types and added my new field types into this folder, but it doesn't work that way, from what I can tell.

How can I create a new category?

edited Nov 12 at 22:19

Peter Prochazka

4,2211836

asked Nov 12 at 20:38

Dylan Young

2,89311136

Form Designer with highlighted category

In the Sitecore Forms Designer there are four predetermined categories for elements for your form.

Basic

Lists

Security

Structure

I've looked everywhere and even added a folder in /sitecore/system/Settings/Forms/Field Types and added my new field types into this folder, but it doesn't work that way, from what I can tell.

How can I create a new category?

sitecore-forms

edited Nov 12 at 22:19

Peter Prochazka

4,2211836

asked Nov 12 at 20:38

Dylan Young

2,89311136

edited Nov 12 at 22:19

Peter Prochazka

4,2211836

asked Nov 12 at 20:38

Dylan Young

2,89311136

edited Nov 12 at 22:19

Peter Prochazka

4,2211836

edited Nov 12 at 22:19

Peter Prochazka

4,2211836

edited Nov 12 at 22:19

Peter Prochazka

4,2211836

asked Nov 12 at 20:38

Dylan Young

2,89311136

asked Nov 12 at 20:38

Dylan Young

2,89311136

asked Nov 12 at 20:38

Dylan Young

2,89311136

add a comment |

1 Answer
1

active

oldest

votes

up vote
4
down vote

accepted

1)
You need to keep your category under /sitecore/system/Settings/Forms/Field Types in master database.

2)
But you also need to add some more items in core database.

2a)
You need to duplicate DraggableBasic and ExpanderBasic items in core database that you can find under /sitecore/client/Applications/FormsBuilder/Pages/FormDesigner/PageSettings/InfoTabControl/Design/PageSettings.

Name them accordingly Draggable{your_category_name} and Expander{your_category_name}.

Change value in StaticData field in Drabbable item to id of your category created in master database under /sitecore/system/Settings/Forms/Field Types:

enter image description here

so in my case it was like this:

enter image description here

Also change HeaderText field in Expander item according to your desired category name:
enter image description here

2b)
You need to add these newly created expander and draggable items in the Design tab shared renderings.

Navigate to /sitecore/client/Applications/FormsBuilder/Pages/FormDesigner/PageSettings/InfoTabControl/Design item and turn on showing Raw values.
Scroll down to Renderings field (Shared renderings). If you cannot see it, turn on also showing Standard fields:

enter image description here

Copy the value to Notepad or any other editor and format it a bit to be more readable.

Duplicate two entries related to ExpanderBasic and rename them accordingly to your setup. For me it was ExpanderAdvanced ;)

I have duplicated these renderings:

<r uid="{ED3AE365-02C5-4B10-8ECF-E2283DEC668B}" p:after="r[@uid='{6B1B70A9-6236-4447-B4B3-5F6082A61B8B}']" s:id="{1CA7EB02-74E0-42F9-B8C9-32E62FD505BD}" s:par="Id=ExpanderBasic" s:ph="" />



<r uid="{85DEAD48-AC75-4B74-AAFB-079D379E0C1B}" p:after="r[@uid='{F4B0C881-F46E-47BB-B76B-C3219BF16D4A}']" s:id="{E3DDC819-50A5-477A-A3A3-4CDCF3C7B5A4}" s:par="Id=DraggableBasic" s:ph="ExpanderBasic.Body" />

and placed my duplicated renderings right after them and moved id in p:after accordingly:

enter image description here

Copy or replace all rendering elements back to the field according to your changes.

You can you use https://www.guidgenerator.com/online-guid-generator.aspx with Uppcase turned on to generate guids for your newly created renderings or Visual Studio :)

This is result:

enter image description here

edited Nov 12 at 22:30

answered Nov 12 at 21:18

Peter Prochazka

4,2211836

2

Worked like a charm. I used Sitecore Rocks (since it's a SPEAK application) to add the two renderings to the presentation details. But end result is the same.
– Dylan Young
Nov 12 at 22:50

add a comment |

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1 Answer
1

active

oldest

votes

1 Answer
1

active

oldest

votes

up vote
4
down vote

accepted

1)
You need to keep your category under /sitecore/system/Settings/Forms/Field Types in master database.

2)
But you also need to add some more items in core database.

Name them accordingly Draggable{your_category_name} and Expander{your_category_name}.

Change value in StaticData field in Drabbable item to id of your category created in master database under /sitecore/system/Settings/Forms/Field Types:

enter image description here

so in my case it was like this:

enter image description here

Also change HeaderText field in Expander item according to your desired category name:
enter image description here

2b)
You need to add these newly created expander and draggable items in the Design tab shared renderings.

enter image description here

Copy the value to Notepad or any other editor and format it a bit to be more readable.

Duplicate two entries related to ExpanderBasic and rename them accordingly to your setup. For me it was ExpanderAdvanced ;)

I have duplicated these renderings:

<r uid="{ED3AE365-02C5-4B10-8ECF-E2283DEC668B}" p:after="r[@uid='{6B1B70A9-6236-4447-B4B3-5F6082A61B8B}']" s:id="{1CA7EB02-74E0-42F9-B8C9-32E62FD505BD}" s:par="Id=ExpanderBasic" s:ph="" />



<r uid="{85DEAD48-AC75-4B74-AAFB-079D379E0C1B}" p:after="r[@uid='{F4B0C881-F46E-47BB-B76B-C3219BF16D4A}']" s:id="{E3DDC819-50A5-477A-A3A3-4CDCF3C7B5A4}" s:par="Id=DraggableBasic" s:ph="ExpanderBasic.Body" />

and placed my duplicated renderings right after them and moved id in p:after accordingly:

enter image description here

Copy or replace all rendering elements back to the field according to your changes.

You can you use https://www.guidgenerator.com/online-guid-generator.aspx with Uppcase turned on to generate guids for your newly created renderings or Visual Studio :)

This is result:

enter image description here

edited Nov 12 at 22:30

answered Nov 12 at 21:18

Peter Prochazka

4,2211836

2

Worked like a charm. I used Sitecore Rocks (since it's a SPEAK application) to add the two renderings to the presentation details. But end result is the same.
– Dylan Young
Nov 12 at 22:50

add a comment |

up vote
4
down vote

accepted

1)
You need to keep your category under /sitecore/system/Settings/Forms/Field Types in master database.

2)
But you also need to add some more items in core database.

Name them accordingly Draggable{your_category_name} and Expander{your_category_name}.

Change value in StaticData field in Drabbable item to id of your category created in master database under /sitecore/system/Settings/Forms/Field Types:

enter image description here

so in my case it was like this:

enter image description here

Also change HeaderText field in Expander item according to your desired category name:
enter image description here

2b)
You need to add these newly created expander and draggable items in the Design tab shared renderings.

enter image description here

Copy the value to Notepad or any other editor and format it a bit to be more readable.

Duplicate two entries related to ExpanderBasic and rename them accordingly to your setup. For me it was ExpanderAdvanced ;)

I have duplicated these renderings:

<r uid="{ED3AE365-02C5-4B10-8ECF-E2283DEC668B}" p:after="r[@uid='{6B1B70A9-6236-4447-B4B3-5F6082A61B8B}']" s:id="{1CA7EB02-74E0-42F9-B8C9-32E62FD505BD}" s:par="Id=ExpanderBasic" s:ph="" />



<r uid="{85DEAD48-AC75-4B74-AAFB-079D379E0C1B}" p:after="r[@uid='{F4B0C881-F46E-47BB-B76B-C3219BF16D4A}']" s:id="{E3DDC819-50A5-477A-A3A3-4CDCF3C7B5A4}" s:par="Id=DraggableBasic" s:ph="ExpanderBasic.Body" />

and placed my duplicated renderings right after them and moved id in p:after accordingly:

enter image description here

Copy or replace all rendering elements back to the field according to your changes.

You can you use https://www.guidgenerator.com/online-guid-generator.aspx with Uppcase turned on to generate guids for your newly created renderings or Visual Studio :)

This is result:

enter image description here

edited Nov 12 at 22:30

answered Nov 12 at 21:18

Peter Prochazka

4,2211836

2

Worked like a charm. I used Sitecore Rocks (since it's a SPEAK application) to add the two renderings to the presentation details. But end result is the same.
– Dylan Young
Nov 12 at 22:50

add a comment |

up vote
4
down vote

accepted

1)
You need to keep your category under /sitecore/system/Settings/Forms/Field Types in master database.

2)
But you also need to add some more items in core database.

Name them accordingly Draggable{your_category_name} and Expander{your_category_name}.

Change value in StaticData field in Drabbable item to id of your category created in master database under /sitecore/system/Settings/Forms/Field Types:

enter image description here

so in my case it was like this:

enter image description here

Also change HeaderText field in Expander item according to your desired category name:
enter image description here

2b)
You need to add these newly created expander and draggable items in the Design tab shared renderings.

enter image description here

Copy the value to Notepad or any other editor and format it a bit to be more readable.

Duplicate two entries related to ExpanderBasic and rename them accordingly to your setup. For me it was ExpanderAdvanced ;)

I have duplicated these renderings:

<r uid="{ED3AE365-02C5-4B10-8ECF-E2283DEC668B}" p:after="r[@uid='{6B1B70A9-6236-4447-B4B3-5F6082A61B8B}']" s:id="{1CA7EB02-74E0-42F9-B8C9-32E62FD505BD}" s:par="Id=ExpanderBasic" s:ph="" />



<r uid="{85DEAD48-AC75-4B74-AAFB-079D379E0C1B}" p:after="r[@uid='{F4B0C881-F46E-47BB-B76B-C3219BF16D4A}']" s:id="{E3DDC819-50A5-477A-A3A3-4CDCF3C7B5A4}" s:par="Id=DraggableBasic" s:ph="ExpanderBasic.Body" />

and placed my duplicated renderings right after them and moved id in p:after accordingly:

enter image description here

Copy or replace all rendering elements back to the field according to your changes.

You can you use https://www.guidgenerator.com/online-guid-generator.aspx with Uppcase turned on to generate guids for your newly created renderings or Visual Studio :)

This is result:

enter image description here

edited Nov 12 at 22:30

answered Nov 12 at 21:18

Peter Prochazka

4,2211836

1)
You need to keep your category under /sitecore/system/Settings/Forms/Field Types in master database.

2)
But you also need to add some more items in core database.

Name them accordingly Draggable{your_category_name} and Expander{your_category_name}.

Change value in StaticData field in Drabbable item to id of your category created in master database under /sitecore/system/Settings/Forms/Field Types:

enter image description here

so in my case it was like this:

enter image description here

Also change HeaderText field in Expander item according to your desired category name:
enter image description here

2b)
You need to add these newly created expander and draggable items in the Design tab shared renderings.

enter image description here

Copy the value to Notepad or any other editor and format it a bit to be more readable.

Duplicate two entries related to ExpanderBasic and rename them accordingly to your setup. For me it was ExpanderAdvanced ;)

I have duplicated these renderings:

<r uid="{ED3AE365-02C5-4B10-8ECF-E2283DEC668B}" p:after="r[@uid='{6B1B70A9-6236-4447-B4B3-5F6082A61B8B}']" s:id="{1CA7EB02-74E0-42F9-B8C9-32E62FD505BD}" s:par="Id=ExpanderBasic" s:ph="" />



<r uid="{85DEAD48-AC75-4B74-AAFB-079D379E0C1B}" p:after="r[@uid='{F4B0C881-F46E-47BB-B76B-C3219BF16D4A}']" s:id="{E3DDC819-50A5-477A-A3A3-4CDCF3C7B5A4}" s:par="Id=DraggableBasic" s:ph="ExpanderBasic.Body" />

and placed my duplicated renderings right after them and moved id in p:after accordingly:

enter image description here

Copy or replace all rendering elements back to the field according to your changes.

You can you use https://www.guidgenerator.com/online-guid-generator.aspx with Uppcase turned on to generate guids for your newly created renderings or Visual Studio :)

This is result:

enter image description here

edited Nov 12 at 22:30

answered Nov 12 at 21:18

Peter Prochazka

4,2211836

edited Nov 12 at 22:30

answered Nov 12 at 21:18

Peter Prochazka

4,2211836

answered Nov 12 at 21:18

Peter Prochazka

4,2211836

answered Nov 12 at 21:18

Peter Prochazka

4,2211836

2

Worked like a charm. I used Sitecore Rocks (since it's a SPEAK application) to add the two renderings to the presentation details. But end result is the same.
– Dylan Young
Nov 12 at 22:50

add a comment |

2

Worked like a charm. I used Sitecore Rocks (since it's a SPEAK application) to add the two renderings to the presentation details. But end result is the same.
– Dylan Young
Nov 12 at 22:50

Worked like a charm. I used Sitecore Rocks (since it's a SPEAK application) to add the two renderings to the presentation details. But end result is the same.
– Dylan Young
Nov 12 at 22:50

add a comment |

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