How to use the Quick-Edit Menu (Shift & Click shortcut)

The Quick Edit Menu offers convenient access to common controls, simplifying your form-building experience. Each time you add a new field to your form, remember to utilize the Quick Edit Menu to set the essential Name and Label for that element. Providing a meaningful name for each field is crucial; it enables easy retrieval for future use in calculations!

Hold down the shift key as you click on a component to view the Quick Edit Menu for that component.
The component Name is a crucial behind-the-scenes value. While form users won’t ever see the component names, the name field is crucial for form designers. It’s important to always provide a descriptive component name because you’ll use the name to reference the component when creating calculations in the Designer.

If an invalid name is entered, a red error message will promptly notify you. Please note that names need to be unique, cannot contain spaces, and should not begin or end with special characters or numbers.

The component Label is what is shown on the field. Label is what the users see on the form but doesn’t affect your form functionality otherwise.
Quickly access the Initial control to set an initial value of your field, which is also accessible in the Control Properties in the right-hand Property Panel. (See below in the “Conditions” section for more details.)
Quickly access the Readonly control to make your field read only, which is also accessible in the Control Properties in the right-hand Property Panel. (See below in the “Conditions” section for more details.)
Use the Duplicate button to create an exact copy of the field, including any calculations and styling. You can duplicate a section or array field and all child fields inside it will duplicate as well.
Use the Save as Template button to save the selected field as a template. If you have a group or array control selected, all child fields will be a part of the template.
Use the Delete button to delete the field from your form.