ABOUT BUILDER: At this time, Builder is available to selected pilot customers only. However, all customers will be able to access Builder soon. To learn more about this new product, contact your customer success manager or submit a Customer Support ticket. Information in this article may still be in development.
You can customize the order in which questions are asked in your interview as well as how the variables are laid out. You can customize layouts for both catalog models and object models.
NOTE: Even though variables are managed and applied at the catalog/matter type level, they will only be asked in an interview if they are needed in the associated app or template. To learn more, review this resource from Knackly.
To do this:
- Open the Builder Online Workspace. (See Accessing the Builder Online Workspace for help.)
- Click the Designer tab.
- In the Elements list (left side of the page), select either the catalog or the model whose layout you want to change.
- In the Details section of the page, click the Layouts tab.
- Click the Grid Columns drop-down list and choose how many variables wide you want the interview to be. For example, to place three variables side by side, choose 3.
- In the Layout section, select and drag a variable to the location you want it to be. For example, if you have First, Middle, and Last Name variables, drag Middle and Last so they appear on the same line as First.
- To further customize the layout, click the menu icon for a specific variable and choose from the following options:
- Position: Choose this option to change how many columns a variable uses. For example, if you’ve set your Layout to use three grid columns, you can add two variables to the same row and set one of the variables to use a Span of two, which means it will take up two columns while the other variable takes just one.
- Move to: Use this option as an alternate way to move variables around in the Layout.
- Delete: Use this option to delete a variable.
- To add standalone text to the interview (such as an explanation or description), click the Drag to create an information cell option and drag it to the location in the layout where you want the text to be shown. Then enter the text.
- When you’re finished making changes, click the Save icon.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article