Preset components

A preset is a saved group of components (for example an address block or signature row) you reuse across forms.

Use a preset

  1. Open Components.
  2. Find your preset in the palette (search by name).
  3. Drag it onto the canvas like any component.

Create a preset step by step

This walkthrough saves Street, City, and ZIP / Postal fields as an Address block preset.

Step 1: Select two or more components

Street and City text fields multi-selected on the canvas.Street and City text fields multi-selected on the canvas.
  1. Click the first field on the canvas.
  2. Hold Ctrl (Windows/Linux) or ⌘ (macOS), then click additional fields. For example, add Street, City, and ZIP / Postal to the selection.
  3. The floating toolbar appears on the selection.

Step 2: Click the preset button on the toolbar

Floating toolbar on multi-selected fields with an arrow pointing at the preset bookmark button.Floating toolbar on multi-selected fields with an arrow pointing at the preset bookmark button.
  1. On the floating toolbar, click the preset (bookmark) button.

Step 3: Set options in the popup

Preset dialog with Name and Category fields highlighted.Preset dialog with Name and Category fields highlighted.
  1. Enter a Name (for example Address block).
  2. Choose or create a Category so the preset is easy to find.
  3. Click OK.

Step 4: Locate the preset in Components

Components palette with Address block preset highlighted after search.Components palette with Address block preset highlighted after search.
  1. Open Components.
  2. Search for your preset name.
  3. Drag Address block onto another form when needed.

Availability depends on license and deployment.

Developers: See Preset components.

Summary

Presets speed up repeated layouts. Select multiple components, save from the floating toolbar, then reuse from Components.

See also