When setting up or editing your form in the Document Editor, you may need to update multiple fields simultaneously. By using Hot Keys, you can quickly select multiple fields and make bulk edits such as resizing, aligning, copying, and assigning fields to specific steps in your workflow. Below, you’ll find instructions and a directory of the different shortcut options.
Note: This article applies to form creators only. Please contact your district's People Admin or other point of contact if you believe you should have form creator access.
In this article, we will review:
- How to select multiple fields
- How to move selected fields
- How to resize your selected fields
- How to copy your selected fields
- How to update the settings of your selected fields
- How to align your selected fields
- How to assign fields to an approver step
- How to change the badge featured on your fields
- HotKey Directory
How to select multiple fields
To apply shortcuts to multiple fields:
- Click and drag in the white space of your form to select the desired fields.
- Selected fields will appear highlighted in teal.
How to move selected fields
Use the arrow keys to move selected fields:
- ← Move left
- → Move right
- ↓ Move down
- ↑ Move up
How to resize your selected fields
Use these keys to adjust the size of selected fields:
- [ Decrease length
- ] Increase length
- = Decrease height
- ' Increase height
How to copy your selected fields
To create duplicates of selected fields:
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Press c. Copied fields will appear below the original selection.
How to update the settings of your selected fields
The following keys modify the settings of selected fields:
- r Make fields required
- n Apply number validation
- m Apply number validation with two decimal point rounding
- e Make fields editable by special approvers
How to align your selected fields
Align fields relative to the topmost or leftmost selected field:
- Shift + ← Align with the leftmost field
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Shift + ↑ Align with the topmost field
How to assign fields to an approver step
To assign selected fields to a specific approver step:
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Highlight the fields you want to assign.
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Press the corresponding step number (1 through 9) on your keyboard. This assigns the fields to the selected step.
Note: Assignments are only available for steps 1 through 9.
How to change the badge information for your fields
To adjust badge display options:
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Click More Options
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Choose one of the options below from the Badge dropdown.
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Show Step Number: Displays the step number associated with the field (e.g., 1, 2, etc.).
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Show Editable by Approver: Displays an icon indicating the field is editable by special approvers.
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Show Field Logic: Displays fields that are used for field logic
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Pre-fill Fields: Displays fields that are using Pre-fill
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Field Numbers: Displays the number for each field
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