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

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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?










share|improve this question



























    up vote
    3
    down vote

    favorite
    1












    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?










    share|improve this question

























      up vote
      3
      down vote

      favorite
      1









      up vote
      3
      down vote

      favorite
      1






      1





      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?










      share|improve this question















      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






      share|improve this question















      share|improve this question













      share|improve this question




      share|improve this question








      edited yesterday









      Peter Prochazka

      4,1931836




      4,1931836










      asked yesterday









      Dylan Young

      2,88811136




      2,88811136




















          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 Draggableyour_category_name and Expanderyour_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






          share|improve this answer


















          • 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
            yesterday










          Your Answer








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          1 Answer
          1






          active

          oldest

          votes








          1 Answer
          1






          active

          oldest

          votes









          active

          oldest

          votes






          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 Draggableyour_category_name and Expanderyour_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






          share|improve this answer


















          • 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
            yesterday














          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 Draggableyour_category_name and Expanderyour_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






          share|improve this answer


















          • 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
            yesterday












          up vote
          4
          down vote



          accepted







          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 Draggableyour_category_name and Expanderyour_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






          share|improve this answer














          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 Draggableyour_category_name and Expanderyour_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







          share|improve this answer














          share|improve this answer



          share|improve this answer








          edited yesterday

























          answered yesterday









          Peter Prochazka

          4,1931836




          4,1931836







          • 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
            yesterday












          • 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
            yesterday







          2




          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
          yesterday




          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
          yesterday

















           

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