The actions available to work with the DynaForm designer are located at the upper right-hand corner of the designer.

Each one of these options and their functionality is explained next.

Click on this button to save any change made to the DynaForm. After saving the DynaForm, the following flash message will display:

From version 3 of ProcessMaker beta 3, this option downloads the json format of the DynaForm in a .json file which contains the entire definition of the form.

This option imports and replaces the current design of the DynaForm for the definition of a .json file that contains the definition of another DynaForm. Click on this option and a message box opens:

Click "Cancel" to close the message box and return to the designer. Click "Accept" to close the message box and select the .json file that will replace the current design with the definition of the DynaForm inside it.

Take into account that the changes made inside the designer can not be undone so be careful when replacing the entire design of a DynaForm.

Click on this option to render the design and view how the DynaForm will appear to the end user when running cases. The following actions can be tested in this mode:

The DynaForm renders by default inside the Desktop option:

Click on Tablet to view how it will look like inside those devices:

Click on Smartphone to view how it will look like inside those devices:

To go back to editing the DynaForm, click on the back link located at the upper right-hand side of the Preview.

Click on this option to empty the main container and leave it blank to start adding new controls. A message box opens to confirm that the form will be emptied.

Select "Accept" to empty the container or select "Cancel" to close the message and return to the designer. To close the message box and return to the designer, click on the x that is in the top right of the window.

If changes made inside the designer have been saved, it just closes the designer. If changes have not been saved a message box opens. Click "Save" to save the changes and close the designer or click "Do not Save" to discard recent changes and close the designer. To close the message box and return to the designer, click on the x that is in the top right of the window.