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Understanding the editor

Where everything is in the form editor, and what each part does.


Layout

The editor works like a document: you type, add blocks, and move them around. It has four areas.

The editor: top bar, canvas, and side panel.
  • The top bar switches between Edit, Translate, and Preview. On the right are Publish history, Integrations, Settings, the issue indicator, and Publish.

  • The canvas, in the center, shows your form as respondents see it.
  • The side panel, on the right, has four tabs. See Side panel.

  • AI chat opens from the button at the bottom right. See AI chat.

More on the top bar:

Side panel

Click an icon on the rail to open a tab, and click it again to close the panel. On a wide screen, drag the panel's left edge to resize it.

TabWhat it holds
BlocksEvery block you can add, with a search box. Click a block to add it below the cursor, or drag it onto the canvas. See Question types
FieldsThe field keys automations read and prefill your answers by. Click a name to jump to its question. See Field keys
LogicEvery logic rule in plain words. Click a rule to go to it, or add one. See Conditional logic
ThemeColors, fonts, presets, and dark mode. See Appearance & theming, which also covers the cover and logo

On a narrow window, the panel opens from the bottom. On a phone, Fields and Theme are in the top bar's ⋯ menu, and you add blocks by typing /.

Slash menu

To add a block from the keyboard, type / on an empty line, or press ⌘+/ (

Ctrl+/

), and keep typing to filter. The menu shows only the blocks that fit where the cursor is.

Slash menu: the block picker.

To change a block you added, click its drag handle (⋮⋮). See Form structure and Question settings.

AI chat

The AI mascot at the bottom right opens AI chat, and a second click closes it. It can write, check, and edit your form: say “add a phone number and a date picker” and it adds them. It uses your AI credits. See Use AI chat.

AI chat, floating over the editor.

Keyboard shortcuts

On a Mac use Cmd; on Windows and Linux use Ctrl.

ShortcutWhat it does
Cmd + /Open the block menu at the cursor
Cmd + B / I / U / SBold, italic, underline, strikethrough
Cmd + KOn the canvas: link the selected text. Anywhere else: search for any form, folder, workspace, or setting
Cmd + AOnce: the current block's text. Again: every block
Shift + EnterLine break inside the block, instead of a new block
Cmd + EnterLeave the block and start a new paragraph below
Tab / Shift + TabIndent or outdent a list item

Next steps